By Johnny Rice, The Motley Fool
Publication Date: 2026-02-21 10:31:00
If the expansion of artificial intelligence (AI) develops as the bulls expect, oracle (NYSE:ORCL) is capable of making big profits.
Oracle Cloud Infrastructure (OCI) revenue is growing 66% year-over-year (YOY) and its backlog has exploded to over $523 billion due to massive development AI contracts with Metaplatforms, Nvidiaand OpenAI. OCI is now the fastest growing major cloud platform Amazon Web services and Microsoftis Azure.
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The problem is that the company is betting on the farm, so to speak. The company is taking on tens of billions of dollars in debt and is considering selling profitable business units to finance the expansion of the data center needed to serve its AI customers and to catch up with the massive backlog.
If all goes well, the bet will pay off handsomely and disappear Oracle as a dominant player in the industry. If it…
