Oracle stock jumps 4% as company says cloud revenue will skyrocket to $166B by 2030

Core Insights - Oracle Cloud Infrastructure is projected to reach $166 billion in revenue by fiscal 2030, a significant increase from $10 billion in fiscal 2025, indicating a compound annual growth rate (CAGR) of 75% over five years [1] - Oracle experienced a 50% year-over-year revenue growth in 2025, and its stock price has risen 88% year to date and 79% over the past 12 months [1] Financial Analyst Meeting - The revenue outlook was shared during a financial analyst meeting, which occurred shortly after Oracle announced a collaboration with Nvidia on the OCI Zettascale 10 computing cluster, aimed at enhancing AI inferencing capabilities [2] Dealmaking Activities - Oracle has been actively pursuing acquisitions, including a reported plan to spend over $40 billion on Nvidia chips, which will be part of a $300 billion deal with OpenAI for the Stargate Project [3] - Additionally, Oracle announced a deal with AMD for 50,000 GPUs starting in the second half of 2026 [3] Margin Concerns - Despite the optimistic revenue projections, there are reports indicating that Oracle is facing "razor-thin" margins in its cloud business [4]