Oracle's AI-driven cloud wave: Why the future of computing has changed

Oracle expects cloud infrastructure revenue to reach $18 billion in fiscal 2026 and is expected to increase to $144 billion over the next four years, thanks to strong demand for artificial intelligence and access to Nvidia GPUs. The company has won billions of dollars in contracts and plans to launch an Oracle Artificial Intelligence Database, which integrates models such as ChatGPT and Gemini. After-hours stock prices soared more than 25%, and analysts have raised Oracle's stock ratings driven by strong AI momentum.