Oracle
NAS:ORCL is transforming into a core AI infrastructure platform, combining defensive recurring revenue
with high-growth cloud and AI exposure.
Total Revenue: $60–70B to $220B (3–4x growth) by 2030. Supported by backlog of $455B+ in contracted revenue. Growth is Already Happening: >20% revenue and earnings growth (first time in ~15 years) and multicloud database growth 500%+
Oracle benefits from increased demand for databases and infrastructure, and customers embed AI into existing Oracle systems.
