The American economy produced the world’s most valuable companies for more than a century. Steel USA She became the first billion dollars in 1901, and after 117 years in 2018, apple The first institution has become a $ 1 trillion evaluation.
Apple remains the largest company in the world with a marketing of a market of $ 3.3 trillion. But since 2018, many other American organizations have joined it at a trillion dollars, including Microsoftand Nafidiaand Amazonand alphabetand Definition platformsAnd Berkshire Hathaway. Timing and Broadcom They were also members to have sharp declines in stock prices.
I think another company has the ability to cross a trillion dollar teacher in the coming years. Oracle(NYSE: Orcl) It runs some of the best infrastructure of the data center for the development of artificial intelligence (AI), and management guidelines indicate that this part of its business may grow in the long run.
Oracle is $ 403 billion to this lines, so investors who buy shares today can earn a great profit by 148 % if they join a trillion dollars.
Photo source: Getty Images.
There are two main phases that participate in developing the artificial intelligence model: Training stage It is when the developer feeds the model mountains of the data to learn from, and the inference phase is when the model accepts the inputs from users and creates responses (such as when they interact with Chatbot). Both require a great deal of computing power, and most developers are a source of companies such as Oracle.
Oracle runs some of the best artificial intelligence data centers in the world. It is equipped with modern graphics processing units (GPU) from the main suppliers such as NVIDIA and Advanced small devicesThey are chips specifically designed to deal with the burdens of artificial intelligence. In fact, Oracle currently builds a range of 64,000 Nvidia Blackwell GB200 graphics units – not only that the strongest segment in the industry is currently, but this will also be one of the largest groups offered by any data center operator.
When developers can access more chips, they can process more data, more quickly, thus spreading “smarter” models of artificial intelligence. But the scale is not the only Oracle feature, because its RDMA network technology (RDMA) technology allows its data to move from one point to another much faster than the traditional ETHERNET networks. Since developers usually pay for computing capacity by minute, this may lead to great cost savings.
Oracle opened the cloud area at the Data Center 101 during the third quarter of 2025 (ended on February 28), but the demand continued to overcome the offer significantly. In fact, the Chairman of the Board of Directors, Larry Ellison, said that the use of the graphics processing unit for artificial intelligence training purposes alone has increased by 244 % over the past 12 months, and the company also sees a “huge” demand for the burden of inference work.
Ginsen Huang, CEO of NVIDIA, believes that logical thinking models from AI, which spend longer “thinking” before offering responses, will consume computing power more than 100 times from its predecessors. As a result, the demand for the ability of the data center to the burden of inference work is just just heating, so it is not surprising that Oracle wants to grow a mark between 1000 and 2000 cloud areas in the long run.
In other words, Oracle can eventually have more than 10 times more data centers than they work today.
Oracle achieved the total of $ 14.1 billion in the third quarter of 2025, but the OCI cloud infrastructure (the place where the company represents AI Data centers) represents only $ 2.7 billion of this number.
However, while the total Oracle revenue increased by only 6 % on an annual basis, OCI revenues increased by 49 %, making it the fastest growing part of the entire organization with a wide margin. OCI will grow faster if it has enough databases to meet the demand, which is why the company expects the growth of revenue to accelerate significantly with more capacity online.
SAFRA Catz, CEO of Oracle, expects OCI revenue to increase by more than 50 % in the full fiscal year 2025 (ending on May 31), with a faster growth rate in cards in the fiscal year 2026.
To put an accurate point on Oracle’s future capabilities, the remaining performance of the company (RPOS) increased by 63 % to a record level of $ 130 billion (across all business sectors) during the third quarter. RPOS is similar to the accumulation of requests expected to turn into revenues in the future, and Larry Ellison said that the demand for the ability to train artificial intelligence and the burden of inference work was large engines in increasing the Q3.
Oracle has produced $ 4.26 in profits per share (EPS) over the last four quarters, which puts their shares rate to profit (P/E) of 33.8. This is almost equally with the assessments of other Amnesty International cloud companies such as Microsoft and Amazon, so the stock is not necessarily cheap, as it is not expensive:
However, the estimation of the consensus of the Wall Street (presented by Yahoo!) indicates that Oracle can make $ 6.78 in EPS during the 2026 fiscal year (which begins in June 2025). This puts its store P/E to the front of only 21.1, which means that it will have to rise by 59 % during the next year or so just to maintain the current 33.8 P/E ratio.
If this scenario is run, the Oracle evaluation will raise $ 640 billion. From there, the company can reach a trillion dollar club within five years if the stock profit is only 9.3 % annually. I think this can be achieved very for two reasons: First, the profitability of the company’s estimated stock in the fiscal year 2026 is 13 % growth, and the second, the administration expects the growth of accelerating revenues, led by OCI business.
Oracle data centers depend highly on automation, which reduces employment costs and other operating costs. As a result, the company expects to increase the increasing profit margins with the continued expansion of the OCI business, which will generally enhance the arrow’s profitability. Remember that Oracle is planning to develop its data center fingerprint more than tenfold From here, which can push the growth of explosive profits in the long run.
Therefore, I think Oracle has a clear way to join a trillion dollars in the coming years, and its shares may be a great addition to any varied portfolio.
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*The stock consultant dates back from March 14, 2025
Randy Zuckerberg, former Director of Market Development and Speak for Facebook and Sister to Meta Platforms, Mark Zuckerberg, member of Motley Fool Board of Directors. John Maki, former Chole Foods Market, a affiliate company, a member of the Motley Fool Board of Directors. Susan Fry, CEO of Alphabet, is a member of the Motley Fool Board of Directors. Anthony de Bizio He has no position in any of the mentioned stocks. Motley Fool has positions in advanced advanced devices, alphabet, Amazon, Apple, Berkshire Hathaway, Meta Platforms, Microsoft, Nvidia, Oracle, and Tesla. Motley Fool Broadcom recommends the following options: Long from January 2026 $ 395 calls on Microsoft and Short January 2026 $ 405 calls on Microsoft. Motley deception has Disclosure.
