I recently added to my position in Oracle (ORCL) due to its strategic partnership with OpenAI. The $300 billion cloud services agreement, starting in 2027, positions Oracle as a key provider of massive computing power—4.5 gigawatts annually—for AI workloads over five years. While Oracle plans to raise $45–50 billion in 2026 via a mix of equity and debt to fund this initiative, the long-term growth potential from supporting AI infrastructure is compelling. This move strengthens Oracle’s enterprise cloud presence and aligns with the accelerating demand for AI services, making it an attractive investment.
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