I made an additional investment in Oracle after its accelerating push into AI infrastructure. Partnerships with OpenAI and NVIDIA and new U.S. Department of Energy supercomputing projects signal that Oracle is no longer just a legacy database company, but a serious cloud and AI platform contender. These collaborations expand high-margin cloud demand, strengthen technological credibility, and lock in long-term enterprise and government customers. I see Oracle’s strategy translating into durable revenue growth and valuation re-rating as AI workloads migrate to its cloud.
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- fizzloo·12-03 23:27Solid play with govt contracts locking in growth [强]LikeReport