Prediction: This Artificial Intelligence (AI) Company Will Reshape Cloud Infrastructure by 2030

Core Insights - The cloud and AI focus has driven unprecedented growth for the company [1] - The demand for cloud infrastructure services has surged due to advancements in AI, particularly large language models [2] - Oracle is positioned to potentially disrupt the cloud infrastructure market, traditionally dominated by AWS, Microsoft Azure, and Google Cloud [3] Company Performance - Oracle's total revenue for fiscal Q1 2026 reached $14.9 billion, reflecting an 11% year-over-year growth, with adjusted EPS of $1.47, up 6% [7] - The company's remaining performance obligation (RPO) surged 359% year-over-year to $455 billion, with $317 billion in contracts signed in the first quarter alone [8][9] - Oracle's cloud revenue projections show significant growth, with fiscal 2026 expected at $18 billion (up 77%), fiscal 2027 at $32 billion (up 78%), fiscal 2028 at $73 billion (up 128%), fiscal 2029 at $114 billion (up 56%), and fiscal 2030 at $144 billion (up 26%) [14] Market Position - As of the end of the second quarter, AWS, Microsoft Azure, and Google Cloud held 30%, 20%, and 13% of the market, respectively, while Oracle held a distant 3% [6] - The potential for Oracle to challenge the Big Three is indicated by its RPO and the expectation of signing additional multi-billion-dollar customers [9][11] - Current revenue figures for the Big Three include AWS at $225 billion, Azure at $241 billion, and Google Cloud at $157 billion, compared to Oracle's projected $144 billion by fiscal 2030 [15] Valuation Metrics - Oracle's stock is currently valued at 38 times next year's earnings, but the forward PEG ratio is 0.8, indicating potential undervaluation [13]