Anyone surprised by Oracle’s (NYSE: ORCL) Q1 guidance update has not been paying attention to the news stream. Oracle’s forward-looking metrics have been accelerating for over a year as it leans into AI-enabled services and services for AI developers and applications.
The critical takeaway is that Oracle is no longer a niche player in tech, one of many database companies to choose from, but a vital link in AI infrastructure globally and a hyperscaler to be contended with.
