By Bob Evans
Publication Date: 2025-12-15 16:00:00
Regardless of what you may have seen or heard about Oracle’s Q2 results, the big takeaway should be that customer demand for Oracle’s cloud and AI services is not only very strong today, but will surge over the next few years as Oracle becomes by far the fastest-growing major cloud and AI provider in the world.
Amid the fog of confusion in the AI industry that is distorting the reality of where this world-shaping industry is headed, Oracle reported last week some of the most impressive growth figures The technology sector has never seen anything like this in its fiscal second quarter ended November 30:
- RPO (remaining performance obligation) increased 433% to $523.3 billion;
- RPO in the second quarter alone increased by $68 billion (that’s almost $750 million per day);
- It is expected that RPO will be recognized as sales increased 40% in the next 12 months, compared to 21% a year ago and 25% in the previous quarter;
- Total cloud revenue grew 34% to $8 billion;
- Cloud infrastructure revenue rose 66% to $4.1…
