Meet the red-hot artificial intelligence (AI) infrastructure stock that crushed Oracle with a 115% gain in a year. Hand Over Fist is still worth buying. | The colorful fool

oracle (ORCL 3.75%) is driving explosive growth in artificial intelligence (AI) infrastructure and is seeing phenomenal demand for its data centers from hyperscalers and pure-play AI companies. But the market’s attention has shifted to something else – the remarkable rally DigitalOcean (DOCN 3.16%)whose shares have risen 115% over the past year compared to Oracle shares modest increase of 4%.

Oracle’s influence in the cloud AI infrastructure market is clear from its recent quarterly results. The tech giant reported a whopping 325% year-over-year increase in remaining performance obligations (RPO) to a massive $553 billion in the third quarter of fiscal 2026 (ended February 28). That’s well above the $67 billion in revenue Oracle expects for the current fiscal year, suggesting the company is poised for years of stellar growth.

Still, investors have gravitated toward DigitalOcean, a much smaller data center infrastructure provider.

Let’s look at the driving factors…