Oracle(US:ORCL) 智通财经网·2025-07-01 01:49Group 1 - Oracle has signed a single cloud computing service contract with potential annual revenue of up to $30 billion, exceeding its current cloud infrastructure business size [1] - Following the announcement, Oracle's stock price surged by 8.6% in early trading, reaching an intraday all-time high, and closed nearly 4% higher, marking a year-to-date increase of approximately 32% [1] - The revenue from this contract is expected to start flowing into Oracle's accounts in fiscal year 2028, although the name of the client has not been disclosed [1] Group 2 - Oracle's CEO Safra Catz indicated a strong start to fiscal year 2026, highlighting multiple large cloud service agreements signed by the company [1] - The $30 billion contract is one of the largest cloud computing contracts ever, with its revenue alone nearly three times the current size of Oracle's infrastructure business, which generated $10.3 billion over the past four quarters [1] - The company is gaining traction in the competitive cloud computing market, partly due to its focus on attracting clients in artificial intelligence [2]