By Ian McGuganIan McGugan
Publication Date: 2026-02-21 10:36:00
Important points
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Oracle’s OCI revenue grows 66% year over year, outperforming AWS and Azure.
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Oracle is selling profitable business units and piling up tens of billions of dollars in debt to finance data center expansion needed to meet AI demand.
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The bulk of Oracle’s massive backlog depends on OpenAI, a company whose financials are anything but reassuring.
If the expansion of artificial intelligence (AI) develops as the bulls expect, oracle(NYSE:ORCL) is capable of making big profits.
Oracle is fully committed to AI
Oracle Cloud Infrastructure (OCI) revenue is growing 66% year-over-year (YOY) and its backlog has exploded to over $523 billion due to massive development AI contracts with Metaplatforms, Nvidiaand OpenAI. OCI is now the fastest growing major cloud platform Amazon Web services and Microsoftis Azure.
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