Oracle(US:ORCL) 硬AI·2025-10-17 02:48Core Insights - Oracle has disclosed a six-year AI infrastructure project with a total revenue of $60 billion and a gross margin of 35%, alleviating investor concerns about the profitability of this key new business [2][3] - The company reported remaining performance obligations (RPO) exceeding $500 billion and anticipates revenue reaching $225 billion by fiscal year 2030 [4] - Following the disclosure, market confidence in the profitability of Oracle's AI infrastructure business increased, leading to a stock price rise of over 3%, with an intraday increase of more than 5% [6] Financial Performance - Oracle's first fiscal quarter showed strong performance, with cloud business revenue of $7.2 billion, a year-on-year increase of 28%, and cloud infrastructure (OCI) revenue of $3.3 billion, up 55% [9] - The RPO surged by 359% year-on-year to $45.5 billion, primarily due to large long-term contracts with AI companies like OpenAI [9] - Despite strong overall growth, Oracle's AI cloud business faced financial pressures, with a reported gross margin of only 14% from server leasing, significantly lower than the company's traditional software business margin of approximately 70% [11][12]