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Oracle Reaches Hyperscaler Heights With $300 Billion Bet On AI: Analyst
甲骨文甲骨文(US:ORCL) Benzinga·2025-10-28 00:27

Oracle Corp (NYSE:ORCL) is emerging as the fourth major hyperscaler, expanding its artificial intelligence-driven data center footprint to rival other big tech giants.Fueled by more than 300billioninplannedcapitalspendingby2030,OracleisbuildinganAInativecloudbusinesswithpredictablecashflowsfromlongtermcomputecontracts,accordingtoBankofAmericaSecuritiesanalystBradSills.WithaBuyratingandapriceforecastof300 billion in planned capital spending by 2030, Oracle is building an AI-native cloud business with predictable cash flows from long-term compute contracts, according to Bank of America Securities analyst Brad Sills.With a Buy rating and a price forecast of 368, Sills says Oracle is transforming into a fourth major hyper ...