The Motley Fool·2025-09-12 19:22Core Viewpoint - Nvidia's stock price is rising to new all-time highs, driven by optimism surrounding another AI company, Oracle, rather than Nvidia's own performance directly [1] Group 1: Oracle's Impact - Oracle's stock experienced a significant increase of over 30% in a single trading day, a rare occurrence for companies with a market cap exceeding $500 billion [2] - The company reported blockbuster earnings and optimistic forecasts for AI infrastructure demand, which has positively influenced Nvidia's stock [2] - Oracle secured four mega contracts in the first quarter, increasing its backlog to over $450 billion, which is four times higher than the previous year [3] Group 2: AI Market Growth - Oracle Cloud Infrastructure, which is closely tied to rising AI spending, is projected to grow revenue by 77% to $18 billion year-over-year [3] - The division is expected to reach $144 billion in revenue by 2030, indicating strong long-term growth potential [3] - The overall spending on AI technologies is rapidly increasing across the industry, benefiting Nvidia as a leading GPU manufacturer [5]