Oracle Corporation (NYSE:ORCL) spotlighted an aggressive artificial intelligence expansion during its analyst day in Las Vegas, drawing bullish commentary from Wall Street analysts who highlighted the company’s growing role as a hyperscaler and GPU cloud player.
Citi analysts said the event marked “a positive tone shift,” citing strong partner feedback and “confidence in OCI against its competitors.” The firm noted rising momentum across sovereign demand internationally, Fusion applications, and Cloud Databases, describing Oracle as “rapidly scaling into a credible hyperscaler/GPU-cloud player.”
According to Citi, “multiple reference AI customers highly praised OCI’s differentiation,” pointing to its bare metal infrastructure and rapid pace of innovation. The firm also highlighted the growing traction of Oracle’s AI Data Platform and AI Agents in Fusion, adding that cloud spending from AI companies “is already beginning to ramp to a $30 billion trajectory within a few years.”
KeyBanc Capital Markets analysts echoed this optimism, noting that Oracle is “quickly spreading AI across the entire waterfront of software and beyond.” One partner reportedly remarked, “Oracle is not a software company anymore, it’s a technology company.”
KeyBanc said Oracle’s deep experience managing massive volumes of enterprise data provides a unique competitive edge. They pointed to the “energy” at AI World as a sign of a growing “halo effect” around Oracle’s AI initiatives.
KeyBanc also highlighted comments from Chairman and CTO Larry Ellison, who reiterated that “AI is the most powerful technology created.” Ellison emphasized that Oracle’s new AI database platform enables customers to “connect GenAI models with enterprise data” securely — a positioning analysts say could help Oracle stand out in an increasingly competitive AI infrastructure market.
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