๐ข๐ฟ๐ฎ๐ฐ๐น๐ฒ ๐๐๐๐ ๐ฃ๐ฟ๐ผ๐๐ฒ๐ฑ ๐๐ต๐ฒ ๐๐ ๐๐ผ๐ผ๐บ ๐๐ ๐ก๐ผ ๐๐๐ฏ๐ฏ๐น๐ฒ โ ๐๐โ๐ ๐ฎ ๐ฆ๐๐ฝ๐ฒ๐ฟ๐ฐ๐๐ฐ๐น๐ฒ
Everywhere you look, the debate rages: โ๐๐ ๐๐ ๐๐ต๐ฒ ๐ป๐ฒ๐ ๐๐ผ๐๐ฐ๐ผ๐บ ๐ฏ๐๐ฏ๐ฏ๐น๐ฒ?โ
Letโs be clear โ ๐ข๐ฟ๐ฎ๐ฐ๐น๐ฒ ๐ท๐๐๐ ๐๐บ๐ฎ๐๐ต๐ฒ๐ฑ ๐๐ต๐ฎ๐ ๐บ๐๐๐ต.
๐ ๐ข๐ฟ๐ฎ๐ฐ๐น๐ฒ: Its cloud arm (OCI) is on fire โ revenue is projected to ๐๐ผ๐ฎ๐ฟ ๐ณ๐ณ% ๐๐ต๐ถ๐ ๐๐ฒ๐ฎ๐ฟ ๐๐ผ $๐ญ๐ด๐. Even more telling, ๐ข๐ฟ๐ฎ๐ฐ๐น๐ฒ ๐ต๐ฎ๐ ๐น๐ผ๐ฐ๐ธ๐ฒ๐ฑ ๐ถ๐ป $๐ฐ๐ฑ๐ฑ๐ worth of future contracts. And yes, that ๐ท๐ฎ๐-๐ฑ๐ฟ๐ผ๐ฝ๐ฝ๐ถ๐ป๐ด $๐ฏ๐ฌ๐ฌ๐ ๐ข๐ฝ๐ฒ๐ป๐๐ ๐ฑ๐ฒ๐ฎ๐น? Itโs not hype. Itโs hard cash flowing into AI infrastructure.
๐ก ๐๐๐ ๐ข๐ฟ๐ฎ๐ฐ๐น๐ฒ ๐ถ๐๐ปโ๐ ๐ฎ๐น๐ผ๐ป๐ฒ. ๐ง๐ต๐ฒ ๐ฑ๐ผ๐บ๐ถ๐ป๐ผ๐ฒ๐ ๐ฎ๐ฟ๐ฒ ๐ณ๐ฎ๐น๐น๐ถ๐ป๐ด ๐ฎ๐ฐ๐ฟ๐ผ๐๐ ๐๐ต๐ฒ ๐ถ๐ป๐ฑ๐๐๐๐ฟ๐:
โข ๐ ๐ถ๐ฐ๐ฟ๐ผ๐๐ผ๐ณ๐: ๐๐๐๐ฟ๐ฒ ๐ด๐ฟ๐ฒ๐ ๐ฏ๐ต% ๐ฌ๐ผ๐ฌ, with AI services skyrocketing ๐ญ๐ฑ๐ณ%. Its cloud run rate has blasted past $๐ณ๐ฑ๐ annually.
โข ๐๐ผ๐ฟ๐ฒ๐ช๐ฒ๐ฎ๐๐ฒ: From crypto pivot to GPU giant, now running 3๐ฎ ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ๐ ๐ฎ๐ป๐ฑ ๐๐ฒ๐ฐ๐๐ฟ๐ถ๐ป๐ด ๐ฎ $๐ญ๐ฎ๐ ๐ข๐ฝ๐ฒ๐ป๐๐ deal while deploying next-gen NVIDIA GB200 GPUs.
โข ๐๐ฟ๐ถ๐๐๐ฎ ๐ก๐ฒ๐๐๐ผ๐ฟ๐ธ๐: Forecasting ๐ณ๐ฌ% ๐ด๐ฟ๐ผ๐๐๐ต in AI-networking revenue, adding another $๐ฎ.๐ณ๐ฑ๐ to the AI infra story.
๐ Hereโs the truth: ๐๐ ๐ถ๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ ๐ถ๐ ๐ป๐ผ๐ ๐ฎ ๐ฏ๐๐ฏ๐ฏ๐น๐ฒ, ๐ถ๐โ๐ ๐ฎ ๐ฏ๐น๐๐ฒ๐ฝ๐ฟ๐ถ๐ป๐ ๐ฝ๐ต๐ฎ๐๐ฒ.
Think of railroads before global commerce, or 4G towers before the app economy. Infrastructure comes first. Applications follow.
Oracleโs meteoric rise is the clearest early ๐๐ถ๐ด๐ป๐ฎ๐น ๐๐ต๐ฎ๐ ๐๐ ๐ถ๐ ๐บ๐ผ๐ป๐ฒ๐๐ถ๐๐ถ๐ป๐ด ๐ป๐ผ๐, ๐ป๐ผ๐ ๐๐ผ๐บ๐ฒ๐ฑ๐ฎ๐. This is not hype โ this is history in the making.
โจ ๐ช๐ฒโ๐ฟ๐ฒ ๐ป๐ผ๐ ๐ถ๐ป ๐ฎ ๐ฏ๐๐ฏ๐ฏ๐น๐ฒ. ๐ช๐ฒโ๐ฟ๐ฒ ๐ฎ๐ ๐๐ต๐ฒ ๐ฑ๐ฎ๐๐ป ๐ผ๐ณ ๐ฎ ๐ผ๐ป๐ฐ๐ฒ-๐ถ๐ป-๐ฎ-๐ฐ๐ฒ๐ป๐๐๐ฟ๐ ๐ฆ๐๐ฝ๐ฒ๐ฟ๐ฐ๐๐ฐ๐น๐ฒ.
๐๐ ๐ถ๐๐ปโ๐ ๐ต๐๐ฝ๐ฒ โ ๐ถ๐โ๐ ๐ต๐ถ๐๐๐ผ๐ฟ๐ ๐ถ๐ป ๐๐ต๐ฒ ๐บ๐ฎ๐ธ๐ถ๐ป๐ด.
๐ก ๐ช๐ต๐ฎ๐โ๐ ๐๐ผ๐๐ฟ ๐๐ฎ๐ธ๐ฒ: ๐๐๐ฏ๐ฏ๐น๐ฒ ๐ผ๐ฟ ๐ฆ๐๐ฝ๐ฒ๐ฟ๐ฐ๐๐ฐ๐น๐ฒ? ๐
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