Oracle: $14.7 Billion Stargate Revenue Opportunity (Rating Upgrade)
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Oracle's involvement in the $100 billion Stargate AI infrastructure project is expected to significantly boost its cloud revenue and market share, potentially reaching $109 billion by 2029. This positions Oracle as a key player alongside Microsoft in the AI sector.
February 27, 2025 | 10:45 pm
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Oracle's participation in the Stargate AI project is expected to significantly increase its cloud revenue and market share, potentially reaching $109 billion by 2029. This positions Oracle as a key player in the AI infrastructure sector.
Oracle's strategic role in the $100 billion Stargate AI project is likely to enhance its cloud services revenue and market share. The project positions Oracle as a key partner for OpenAI, complementing Microsoft's Azure, and is expected to drive significant growth in Oracle's cloud business.
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