Prediction: Oracle's OpenAI Deal Could Be a Disaster Waiting to Happen

Oracle (NYSE: ORCL) has defied the odds and turned its cloud infrastructure business into a major growth engine. Even before its most recent quarterly report, the company's cloud business was growing briskly thanks to booming demand for artificial intelligence (AI) infrastructure. In the first quarter of fiscal 2026, Oracle's cloud infrastructure revenue rose 55% year over year to $3.3 billion.The big shock was a vast expansion of Oracle's remaining performance obligations, or RPO, which measures contracted revenue that hasn't yet been realized. RPO more than quadrupled in the first quarter to $455 billion, and Oracle greatly raised its cloud infrastructure revenue outlook. By fiscal 2030, Oracle now expects the cloud infrastructure business to generate $144 billion in revenue, up by more than a factor of 10 from the current annual run rate.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool