By Timothy Green
Publication Date: 2025-12-31 20:15:00
Sales might explode, or they might not.
Shares of oracle (ORCL 1.17%) 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?
Image source: Getty Images.
No room for mistakes
What needs to happen for Oracle to more than triple its revenue in the next five years? For starters, OpenAI will need to raise an unprecedented amount of funding and significantly increase its revenues in order to have the funds to pay for the Oracle deal as well as the other deals it has completed. OpenAI…
