Salesforce vs. Oracle: There is only one winner in the Cloud AI push

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• Oracle (ORCL) had cloud infrastructure revenue of $4.88 billion (up 84% year-over-year) and recorded remaining performance obligations of $553 billion, but is funding the buildout of its AI hyperscaler with long-term debt of $124.7 billion and trailing free cash flow of $24.7 billion.

• Salesforce (CRM) reported Agentforce ARR of $800 million (up 169% year-over-year) on 29,000 deals closed, generated free cash flow of $5.32 billion, and is self-funding growth while also approving a $50 billion buyback.

• Oracle pursues capital-intensive AI infrastructure expansion dependent on debt financing and customer concentration risk, while Salesforce embeds AI agents into existing enterprise software with capital-light operations and sustainable cash generation.

• The analyst who called NVIDIA in 2010 just named his top 10 stocks and Salesforce wasn’t one of them. Get it here for FREE.

Salesforce (NYSE:CRM) And oracle (NYSE:ORCL) has just delivered returns that frame the cloud pivot from opposite sides. Oracle pours…