By Adam Spatacco
Publication Date: 2026-03-21 14:45:00
When it comes to artificial intelligence (AI) hyperscalers, oracle (ORCL 3.93%) is often overshadowed by its cloud service counterparts: Microsoft, alphabetAnd Amazon. While the members of the Magnificent Seven get most of Wall Street’s attention, Oracle has been quietly building an impressive AI empire of its own in recent years.
In the company’s third fiscal quarter (ended February 28), both Oracle’s revenue and profit rose at least 20%. This is the first time the company has achieved such growth 15 years.
At the center of Oracle’s AI narrative is AI remaining performance obligations (RPO), which currently stands at $553 billion. The question smart investors are asking is whether Oracle really has a half-trillion-dollar tidal wave waiting to come through its doors, or whether that number is a lofty moonshot.
Below, I’ll break down Oracle’s role in AI to help investors understand what’s driving the company’s lag. From there, a deep dive into the company’s recent earnings…
