The $110 Billion Catalyst That Makes It More Likely Oracle Will Hit Its 700% Cloud Infrastructure Revenue Growth Guidance by 2030

In September of last year, during Oracle's (NYSE: ORCL) fiscal 2026 first-quarter earnings results, management issued stunning guidance for its cloud infrastructure division. This segment includes the company's data center business, which essentially rents graphics processing units (GPUs) to companies deploying artificial intelligence solutions.At the time, Oracle said cloud infrastructure revenue would grow 77% in the current fiscal year to $18 billion and then explode to $144 billion by fiscal year 2030. Investors loved it and bid the stock up in a fervent rally.The rally would be short-lived, as AI concerns would affect the entire symbiotic ecosystem. But now, a recent $110 billion catalyst could make Oracle's fiscal year 2030 guidance more likely.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool