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ORACLE: The Comeback Kid pt. 1


A positive analysis from Goldman Sachs injected new life into software valuations as AI Replacement fears have temporarily eased.

Oracle will benefit as will Affirm as investors pivot back to growth stocks they felt were oversold.

Oracle's rally is tied to its Texas Customer Edge Summit.

The summit demonstrated how AI architecture can can optimize utility grids.  This is critical infrastructure and the market is currently rewarding Database Architecture already in place.

Oracle’s management has provided a rare, high-visibility roadmap for the next several years, anchored by massive growth in Oracle Cloud Infrastructure (OCI).

They are deploying clusters with up to 131,072 NVIDIA Blackwell GPUs. 

This means the paging between chips is so fast the supercluster becomes a single massive brain.

And Oracle is spending $35 billion to $50 billion annually to build out data centers specifically for AI training and inference.  Oracle is also building it's own substations and transmission lines.

A move like this can only come through internal confidence or external delusions of next-level greatness.  But Cloud infrastructure revenue jumped 84% in early 2026, driven by high-stakes AI training demand.

Oracle’s Remaining Performance Obligations (RPO) is by invitation only as the database company has a massive waiting list for it's pivotal data center architecture.




    






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