By The Globe and Mail
Publication Date: 2025-11-23 14:43:00
Important points
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Nvidia is growing revenue and profits much faster than Oracle thanks to increasing demand for its AI computing platforms.
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Oracle is leaning on its cloud backlog and big AI deals, but its current growth still lags Nvidia.
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Both stocks are trading at high valuations, but Nvidia offers a clearer risk-reward profile for long-term investors.
Nvidia(NASDAQ:NVDA) And oracle(NYSE:ORCL) Sit near the center of the rush to build modern Artificial Intelligence (AI) infrastructure, making them good candidates for investors looking for AI winners.
However, the two companies are approaching the trend from different angles. Nvidia is developing chips and complete AI computing platforms, while long-time enterprise software provider Oracle is fighting to become a major cloud infrastructure provider for AI workloads. For investors choosing between them, Nvidia offers faster growth and higher profitability, while Oracle relies on a huge installed customer base using its software and a growing number of customers Cloud…
