Oracle is an AI-first cloud, making it structurally different than the "big three" cloud providers.On Sept. 10, Oracle (ORCL 1.50%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services.Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to$18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027,$73 billion in fiscal 2028, $114 billion i ...