Soaring 36%? The real signal of the AI revolution unleashed by Oracle

🚨 Soaring 36%? The real signal of the AI revolution unleashed by Oracle 🚨

In just one day, the company saw a $234 billion increase in market capitalization… CEO Larry Ellison instantly overtook Elon Musk to become the world’s richest man. 💰

RPO 455 Billion Dollars. Do you know what this number means?

This means that the money Oracle will earn over the next five years has been confirmed. 300 billion dollars for OpenAI and billions for Nvidia, Meta and xAI… It’s not just a performance. It’s a major shift in the AI infrastructure paradigm. 🔥

Following 🎯 Broadcom, Oracle’s performance means the formula “only need to buy Nvidia” has been broken.

If you’ve been an AI = Nvidia GPU, now it’s the era of customized infrastructure for each workload. From the rapid growth of customized AI chips from Broadcom to the vertically integrated cloud from Oracle… The game of AI investment is completely changing.

💡 Three key structural transformation signals of AI trends:

1️⃣ AI infrastructure sovereignty: Big tech is building their own independent infrastructure
2️⃣ Presenting future earnings: a new business model that now confirms five-year earnings with RPOs
3️⃣ USD 1.3 trillion Market: Agnostic AI Spending Expected to Increase Explosively

⚠️ But there are also things to be wary of.

Big-cap stocks like Oracle jumped 36 percent in one day, higher than the dot-com bubble of 1999 (31 percent). But what if AI demand falls short of expectations in five years? The risk of pulling future growth into the present should not be overlooked.