Ellison temporarily surpassed Musk to become the world's richest! What additional investment opportunities are hidden behind the soaring share price of Oracle?
The myth of AI wealth creation gains a new protagonist! Oracle skyrocketed nearly 30% after its earnings report; what other investment opportunities exist in this sector?
AI enriches myths and adds a new protagonist.
Inai Data Center Heatsink Launches Legacy Technology Starts in Spring 2 $Oracle(ORCL.US)$ With the release of Q1 report for the year 2026, despite the flat financial data, the stormy cloud business data accelerated the market heat. After the announcement of the results, Oracle's share price rose by almost 30%.
What data does Oracle's performance guide the market to the market? How many companies are expected to benefit from the US stock market? Here's a breakdown.
What data blew up the market with this result?
Leading the market heat is Oracle's large RPO (RPO) and Fried's cloud revenue guidance.
By comparison, Oracle's Total Contracting Liabilities (RPO) rose to US$455 billion, up 359% year-on-year, with a further increase of US$317 billion in the first quarter alone.
A key source of this growth is the company signing up to OpenAI, XAI, a series of leading AI companies, to create a key infrastructure provider for AI model training. CEO Safra Catz says Oracle has become the preferred location for AI workloads
Notably, Oracle Chief Executive Officer Safra Catz said that the company achieved a four-digit percentage of US$ in Q1 with three customers. This has been an impressive quarter, with demand for Oracle's cloud infrastructure facilities continuing to grow.
Oracle expects revenue from its Cloud Infrastructure Facilities (OCI) Business to 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. This makes sense that the Business will expand at a rate of almost one per year in a number of years.
What other companies are expected to benefit in the US equity market?
Oracle's achievements, which are driving the market in Africa today, are making use of RPOs and AI data centers represent an unattainable story.
It also signals that it is moving from traditional software providers to a major player in global cloud infrastructure, accelerating its foothold on a different path than AWS and Azure.
And 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.
The bull side combs some of the current 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 $IREN Ltd(IREN.US)$ 、 $Hut 8(HUT.US)$ 、 $Bitdeer Technologies(BTDR.US)$ 、 $HIVE Digital Technologies(HIVE.US)$ 、 $WhiteFiber(WYFI.US)$ 、 $IBM Corp(IBM.US)$ 、 $Hewlett Packard Enterprise(HPE.US)$ 。
Following the market reaction following the announcement of the NBIS-Microsoft collaboration overnight, AI Data Center-related Sectors are on the rise, including $Cipher Mining(CIFR.US)$ 、 $IREN Ltd(IREN.US)$ 、 $HIVE Digital Technologies(HIVE.US)$ 、 $Hut 8(HUT.US)$ 、 $Riot Platforms(RIOT.US)$ Such as Bitcoin mining enterprises.
It shows that these mining companies are very likely to be the invisible winners in this wave of AI — because they already have control over critical resources: electricity, land and transformer equipment. In other words, they are actually sitting on a “golden hill” that has not yet been fully appreciated.
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