Oracle Is Turning Into an AI Monster, but Risks Remain

For years, database giant Oracle (NYSE: ORCL) struggled to make a dent in the cloud computing market. Amazon Web Services, Microsoft Azure, and even Alphabet's Google Cloud ran circles around the company.Artificial intelligence (AI) is now changing everything. Demand for AI infrastructure is exploding, with tech giants and start-ups scrambling to secure capacity to both train and run advanced AI models. Oracle is emerging as an enormous winner.Oracle's cloud infrastructure revenue grew by 55% year over year in the first quarter of fiscal 2026 to $3.3 billion, and the company expects the unit to produce $18 billion of revenue for the full fiscal year. Beyond fiscal 2026, things start to get crazy. Because Oracle has signed so many multibillion-dollar contracts with leading AI companies, cloud revenue is set to absolutely explode.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool