Core Viewpoint - The U.S. economy has produced valuable companies, with Oracle positioned to potentially join the $1 trillion valuation club due to its strong growth in AI data center infrastructure and cloud services [1][3][19] Company Overview - Oracle is currently valued at $403 billion and operates advanced AI data centers, which are crucial for AI model development [3][4] - The company has opened its 101st data center cloud region, indicating significant expansion in response to high demand [8] Market Demand - Demand for AI data centers is surging, with GPU usage for AI training increasing by 244% over the past year [8] - Nvidia's CEO predicts that next-generation AI models will require 100 times more computing power, further driving demand for data center capacity [9] Financial Performance - Oracle's total revenue for fiscal Q3 2025 was $14.1 billion, with the Oracle Cloud Infrastructure (OCI) segment generating $2.7 billion, reflecting a 49% year-over-year growth [11][12] - The company's remaining performance obligations (RPOs) reached a record high of $130 billion, indicating strong future revenue potential [14] Growth Projections - Oracle's CEO expects OCI revenue to increase by over 50% for the full fiscal year 2025, with even faster growth anticipated for fiscal 2026 [13] - Wall Street estimates suggest Oracle could achieve $6.78 in earnings per share (EPS) in fiscal 2026, leading to a potential valuation of $640 billion [16][17] Path to $1 Trillion - To reach the $1 trillion valuation, Oracle would need to grow its EPS by 9.3% annually, which is deemed achievable given its projected growth rates [17][19] - The company's focus on automation in data centers is expected to enhance profit margins and overall EPS growth [18]