I have added to my position in Oracle (ORCL), driven by its landmark $300 billion cloud partnership with OpenAI signed in September 2025. Oracle’s commitment to provide 4.5 gigawatts of computing power annually over five years, starting in 2027, positions the company at the forefront of AI infrastructure demand. While Oracle plans a significant $45–50 billion capital raise in 2026, including ~$20 billion via common shares, this strategic funding underpins long-term growth. The combination of a massive AI partnership and disciplined financing strengthens Oracle’s market leadership, making it a compelling addition to my portfolio.
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