Key Takeaways Oracle secured multibillion-dollar AI cloud contracts from OpenAI, Meta, NVIDIA and AMD.33% of Oracle's RPO will convert to revenues within 12 months, offering near-term upside.Oracle plans $35B CapEx in FY26 to build 37 multi-cloud data centers.Oracle’s (ORCL) expanding cloud partnerships are shaping up to be a powerful catalyst for long-term upside. With signed multibillion-dollar contracts already driving cloud consumption and more deals in the pipeline, the company is positioning itself as ...