Oracle’s (NYSE: ORCL) FQ2 2025 earnings report proves why this company’s stock price rally is far from over. The company has re-emerged as a leading tech innovator. It is central to today’s cloud and the advancement of AI, accelerating its growth as next-gen technology supersedes the legacy business and drives a robust outlook. The reasons Oracle is a leader include its Gen 2 Cloud structure, partnerships with the major hyperscalers, and the world’s fastest data centers, which are the most efficient.
Highlights from Q2 include a 336% increase in GPU consumption aided by the newest data center, the world’s largest supercomputer, which links 65,000 NVIDIA (NASDAQ: NVDA) H200 GPUs into a single unit and a deal with Meta Platforms (NASDAQ: META). Meta will use Oracle’s cloud to train its Llama models, which Oracle will use to enhance its AI capabilities.
