By Timothy Green
Publication Date: 2025-12-31 17:00:00
Important points
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Oracle relies heavily on AI infrastructure.
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A massive deal with OpenAI could pay off in the next few years, but a lot still needs to happen.
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If the AI industry over-expands AI data centers, Oracle will be in serious trouble.
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Shares of oracle (NYSE:ORCL) Earlier this year, the value skyrocketed when the software and cloud company announced a gigantic increase in its backlog, largely driven by a reported $300 billion AI infrastructure deal with OpenAI. However, those gains have since evaporated as investors become increasingly concerned about Oracle’s debt and OpenAI’s ability to fulfill its end of the bargain.
Oracle expects its revenue to explode from $67 billion in fiscal 2026 to $225 billion in fiscal 2030 as the company rapidly builds out AI Data centers and converts its order backlog into revenue. Will the stock rise? Or is Oracle preparing for disaster?
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