AI 驱动下，甲骨文欲成 “新英伟达”，三年收入或翻番

Core Insights - Oracle boldly predicts that its revenue will double over the next three years [1] - The company's remaining performance obligations (RPO) have more than doubled in the last three months, reaching $455 billion, with negotiations for additional deals that could push the total beyond $500 billion [4] - Oracle's cloud infrastructure revenue is expected to reach $114 billion by fiscal year 2029, a significant increase from just over $10 billion as of May this year [4] - Following these announcements, Oracle's stock price surged by 35% on Wednesday, nearly doubling in value for the year, with a market capitalization approaching $950 billion [4]