Oracle: AI Growth Has Yet To Begin

Core Insights - Oracle Corporation reported a strong close to fiscal Q3 '25 with Remaining Performance Obligations (RPO) growing to $130 billion, indicating that demand continues to outstrip supply of data center capacity [1] Company Performance - The growth in RPO suggests robust demand for Oracle's services, particularly in the data center segment, which is facing challenges due to limited compute capacity [1] Analyst Background - The analysis is supported by insights from a buy-side equity analyst with over 5 years of industry experience, who has a macro-value-oriented approach to investment analysis [1]