Oracle (NYSE: ORCL) has been speaking to the markets for the last two years, and it is time to start listening. The rise of AI has altered its trajectory so significantly that its share price is expected to rise by triple digits over the next year or two. The reason is that the shift to cloud-based services, which began before the pandemic, was supercharged by its impact on society and later again by AI, to which its operations are well-suited.
Among the critical details emerging in fiscal 2025 were new and expanding partnerships with the three primary hyperscalers, which have solidified its position as the leading provider of database-related services and are crucial to AI infrastructure globally. Another is its lean into hyperscale activity and the expansion of its data center network. Oracle is building some of the planet's largest, most advanced AI-capable data centers.
