Oracle(US:ORCL) Seeking Alpha·2025-12-23 09:44Core Insights - Oracle Corporation has positioned itself as a significant player in the AI infrastructure sector, with the market yet to fully recognize its potential [1] - The company's cloud business, particularly Oracle Cloud Infrastructure (OCI), is experiencing rapid growth, with revenue increasing significantly [1] Company Overview - Oracle has transformed its business model to capitalize on the AI infrastructure boom, indicating a strategic shift towards cloud services [1] - The focus on cloud infrastructure aligns with broader industry trends towards digital transformation and AI adoption [1] Financial Performance - OCI revenue is reported to be in hypergrowth mode, suggesting strong demand and market acceptance [1] - The financial profile of Oracle is characterized by a solid foundation, which is appealing to both retail and professional investors [1]