By Simply Wall St
Publication Date: 2026-05-25 18:10:00
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Analysts are raising concerns about so-called AI round-trip accounting practices at Big Tech, including Oracle, where investments in AI startups are reportedly returning as cloud revenue.
These deals involve funding unprofitable AI groups like OpenAI and Anthropic, which then commit to spending heavily on cloud infrastructure.
While current rules allow for such treatment, critics warn that it could inflate reported cloud growth and obscure the underlying quality of revenue.
For investors watching NYSE:ORCL at around $192.08, this scrutiny comes at a time when the stock has returned 24.4% over the past year and 91.2% over three years. The longer-term return of 161.0% over five years highlights how closely Oracle’s history is now tied to its cloud and AI positioning, which influences the composition and…
