Ellison temporarily surpassed Musk to become the world's richest! What additional investment opportunities are hidden behind the soaring share price of Oracle?

Fried's growth outlook is to transform Oracle from a traditional database company into the core of AI infrastructure building and participants.

Overnight, $Oracle(ORCL.US)$ The stock price surged 42% to end up 35%, and the company's founder, CEO and CTO Larry Ellison also surpassed Musk to become the world's richest.

Based on Oracle's performance, the company's large RPO (RPO) and Fried Cloud Revenue Indicators have been driving the market heat. Look at the instrument,

Oracle's Total Contracting Liabilities (RPO) increased to $455 billion, up 359% year-on-year, with an additional $317 billion in the first quarter alone.

Revenue from Oracle's Cloud Infrastructure Facilities (OCI) Business will grow 77% this fiscal year to $18 billion. More people are targeting plans in the next four years: OCIC revenue is projected to climb steadily to $32 billion, $73 billion, and $114 billion, eventually reaching $144 billion in the fifth year.

And behind Oracle's love, how many companies stand to benefit? This is certainly the fault of investors. This article will be a little secret.

What companies stand to benefit from Oracle's legacy?

In its Q1 Earnings Reports released today, Oracle forecast other revenue to rise within the next three years, with this weak growth track being used as a hot new NVIDIA to keep investors in the eye.

Aside from Oracle, such as Broadcom's $110 billion worth of bullion orders and NBIS's nearly $20 billion order intake from Microsoft, AI's hype is far from over. Industry Chains such as chips and optical communications will continue to depend on this strong industry trend.

Out there, according to recent reports, OpenAI has signed a joint venture to acquire Oracle worth $300 billion in the next five years. The agreement will be in place from 2027, and the required 4.5GW of power capacity will be equivalent to the generation of two seawater tanks, to supply about 4 million households with electricity.

In fact, with the rapid development of the global artificial intelligence industry, the demand for electricity is increasingly competitive, and high power consumption also drives the growth of demand in the cooling system market. So power and cooling are also the big hidden winners in this AI feast.

Among other aspects of the Industry Chain, it can be noted such as Chip, Optical Communication Technology Upgrade, Switches, Fuel Batteries, etc.:

Specifically, the AI chip includes $NVIDIA(NVDA.US)$ 、 $Advanced Micro Devices(AMD.US)$ 、 $Broadcom(AVGO.US)$ 、 $Taiwan Semiconductor(TSM.US)$ ;

Switches can be watched $Broadcom(AVGO.US)$ 、 $Cisco(CSCO.US)$ 、 $Arista Networks(ANET.US)$ 、 $Celestica(CLS.US)$ ;

Optical Communication Technology Upgrades Include $Lumentum(LITE.US)$ 、 $Astera Labs(ALAB.US)$ 、 $Credo Technology(CRDO.US)$ 、 $Lumen Technologies(LUMN.US)$ 、 $Ciena(CIEN.US)$ 、 $Applied Optoelectronics(AAOI.US)$ 、 $Coherent(COHR.US)$ 、 $Corning(GLW.US)$ ;

Fuel Battery Value Considerations $Bloom Energy(BE.US)$ The company is a major supplier of Oracle Fuel Batteries, hoping to meet Oracle Data Center expansion and decarbonization needs. Overnight growth of the company increased by 14%.

Before“NVIDIA INNOVATES TECHNOLOGY TO BUILD AI SUPER FACTORY! What companies are most likely to benefit from dive?》A detailed analysis of these companies can be viewed by interested fellow investors.

Outside of this, media analysis shows that the AI data center is currently under construction in terms of electrical power and cooling, not the GPU. Beef Steward manages these two Industry-related companies for reference by fellow investors:

Specifically, in terms of electricity:

Independent Power Producers Include $Vistra Energy(VST.US)$ 、 $Talen Energy(TLN.US)$ ;

Electrical equipment can be watched $GE Vernova(GEV.US)$ 、 $Eaton(ETN.US)$ 、 $Bloom Energy(BE.US)$ 、 $SIEMENS AG(SIEGY.US)$ 、 $Honeywell(HON.US)$ $ 、 $Emerson Electric(EMR.US)$ 、； $Graham(GHM.US)$

Vertically integrated utilities include $Constellation Energy(CEG.US)$ 、 $PG&E Corp(PCG.US)$ 、 $Dominion Resources(D.US)$ 、 $Exelon(EXC.US)$ 、 $Southern(SO.US)$ 、 $Sempra Energy(SRE.US)$ 、 $The AES Corp(AES.US)$ 、 $American Electric Power(AEP.US)$ 、 $Duke Energy(DUK.US)$ 、 $NextEra Energy(NEE.US)$

Nuclear power includes $Oklo Inc(OKLO.US)$ 、 $NuScale Power(SMR.US)$ 、 $NANO Nuclear Energy(NNE.US)$ 、 $BWX Technologies(BWXT.US)$ 。

Cooling aspect:

Refrigeration Solution Providers and Related Industry Chains Include $Vertiv Holdings(VRT.US)$ 、 $nVent Electric(NVT.US)$ 、 $Super Micro Computer(SMCI.US)$ 、 $Dell Technologies(DELL.US)$ 、 $Hewlett Packard Enterprise(HPE.US)$ 、 $Amazon(AMZN.US)$ 、 $CoreWeave(CRWV.US)$ ;

Traditional temperature/refrigeration enterprise rules include: $Trane Technologies(TT.US)$ 、 $Quanta Services(PWR.US)$ und $Carrier Global(CARR.US)$ 。

Before《Technology Headset Hukoku Coin Code AI! These Two Industries Or Hide The Winners”Read more about the Company's Business and interested fellow investors can take note.

Finally, as the demand for high-performance computing grows, a new class of infrastructure providers is emerging to serve at the forefront of AI and reshape the cloud economy. These new cloud providers are streamlined, faster, built for GPU-intensive workloads that will drive the next wave.

yesterdayCreate a new lead character! Nearly 30% After Oracle Results, There Are Some Investment Opportunities in This Industry”The article combed AI cloud infrastructure providers for investor reference:

Among them, the ultra-large cloud vendors include $Alphabet-A(GOOGL.US)$ 、 $Microsoft(MSFT.US)$ 、 $Oracle(ORCL.US)$ 、 $Amazon(AMZN.US)$ ;

Neocloud Giants (AI New Cloud) Duo $CoreWeave(CRWV.US)$ 、 $NEBIUS(NBIS.US)$ ;

Emerging Neoclouds include $IREN Ltd(IREN.US)$ 、 $Hut 8(HUT.US)$ 、 $Bitdeer Technologies(BTDR.US)$ 、 $HIVE Digital Technologies(HIVE.US)$ 、 $WhiteFiber(WYFI.US)$ 、 $IBM Corp(IBM.US)$ 、 $Hewlett Packard Enterprise(HPE.US)$ 。

As a whole, AI is not the most important new quality production force for the next 10-20 years, and AI's boom is far from over. Wells Fargo & Co has also assured that the market remains buoyant, but at the same time acknowledges that only the support for AI will remain unchanged and the bull market will not end.

However, in order to manage Oracle events, investors need to be aware of the risks: Oracle's individual customers suffer from debt pressures, OpenAI's unreal profits, and long-term tracking.