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Oracle Benefits From AI Cloud Service Adoption: A Sign of More Upside?
甲骨文甲骨文(US:ORCL) ZACKS·2025-06-28 00:46

Key Takeaways xAI's Grok model launch is expected to drive OCI usage and long-term cloud contract renewals. Partnerships like Cohere and NVIDIA have fueled strong gains in Oracle's cloud service performance. ORCL expects total cloud revenues to grow 26-30% in Q1 2026 and over 40% in fiscal 2026.Oracle’s (ORCL) collaboration with xAI to deploy its Grok models via the Oracle Cloud Infrastructure (“OCI”) is expected to further drive momentum in the company’s cloud services and license support revenues in the ...