Oracle incorporates AI software cloud expansion and power deals into the growth narrative

Oracle incorporates AI software cloud expansion and power deals into the growth narrative

By Simply Wall St
Publication Date: 2026-04-14 10:07:00

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  • Oracle (NYSE:ORCL) has introduced AI-powered upgrades to its Utilities Industry Suite and project management platform Aconex.

  • The company has launched a new public cloud region in Morocco that aims to support generative AI use cases across the region.

  • Oracle announced a major fuel cell power procurement partnership with Bloom Energy to meet power needs for AI data centers.

  • New customers include implementations such as SMRT in Singapore, which leverage Oracle AI for predictive rail maintenance and mission-critical operations.

Oracle comes into these announcements with a stock price of $155.62 and a return of 16.7% over the past year. The stock has a return of 68.7% over 3 years and a return of 111.4% over 5 years. These numbers provide context for how investors have been rewarded over longer holding periods.

For readers following AI, infrastructure and energy reliability…