The Rundown Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)
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Dec 13, 2025 Oracle is dramatically shifting its focus to become a leader in AI infrastructure while accumulating heavy debt. With significant ties to OpenAI and Nvidia, it faces both massive opportunities and daunting risks. A $523 billion backlog reflects potential growth, but fears arise from high leverage and customer concentration. The discussion highlights Oracle's battle with cloud competitors and whether it can maintain a neutral stance in the AI ecosystem. Will it be the backbone of AI or illustrate the pitfalls of hype and debt?
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From Database King To Late Cloudcomer
- Oracle built its business on relational databases and dominated corporate IT for decades.
- The rise of cloud forced Oracle to pivot from on-prem databases to competing cloud services.
Cloud Is Now Oracle's Growth Engine
- Cloud now represents half of Oracle's revenue and is the fastest growing segment.
- OCI powers AI workloads with data centers and GPU clusters driving current growth.
Massive Backlog Fuels AI Growth Claims
- Oracle's RPO backlog ballooned to $523 billion, driven by major AI commitments.
- Management forecasts OCI revenue soaring from $18B to $166B over the next four years.