I added to my Oracle (ORCL) position as the company accelerates its push into AI-driven cloud infrastructure. Oracle is gaining momentum through high-profile collaborations with OpenAI and NVIDIA, while also securing supercomputing projects with the U.S. Department of Energy. These moves signal a clear long-term strategy to scale its cloud platform and embed AI deeply into enterprise workloads. With growing demand for AI compute and data services, Oracle is positioning itself as a serious contender in a market dominated by larger rivals, making current levels an attractive opportunity for future growth.
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- cheeryk·12-05 23:05ORCL's AI roadmap looks cracking mate! Cloud + govt contracts combo could be real game-changer [强]LikeReport