Oracle(US:ORCL) Di Yi Cai Jing·2025-10-17 04:05Core Insights - Oracle has signed new cloud infrastructure contracts worth $65 billion with four companies within 30 days, excluding OpenAI [1][3] - The company expects its cloud infrastructure revenue to reach $166 billion by fiscal year 2030, accounting for approximately 75% of total sales of $225 billion [3] - Oracle's stock price rose over 3% following the announcement, nearing a market capitalization of $900 billion [1] Group 1 - Oracle's recent cloud agreements include seven contracts with four clients, with Meta being one of the notable customers [1][3] - The company emphasizes that it has a diverse client base beyond OpenAI, which is seen as a valuable customer but not the sole focus [3] - Oracle's adjusted gross margin for AI infrastructure is reported to be between 30% and 40%, after accounting for costs related to land, data centers, power, and computing equipment [3] Group 2 - Oracle's CFO Doug Kehring addressed market skepticism regarding the surge in orders, clarifying that the company seeks opportunities with clear market profit returns rather than pursuing revenue for its own sake [4] - The company is expanding its cloud infrastructure division to compete with major players like Amazon and Google, while also offering database services on other cloud platforms [3]