While Nvidia Corp and Meta Platforms Inc have dominated the headlines with their AI advancements, Oracle Corp is making a quiet but impressive climb.
The cloud and database giant has been one of the best performers in large-cap tech this year, trailing Nvidia, yet ahead of Meta. Oracle's recent earnings report sent its stock surging 11%, adding to the 49% gain for 2023. While Nvidia's AI dominance remains a major talking point, Oracle's stealthy cloud growth is starting to win over investors.
Oracle's Rising Share In The Cloud, AI Space
Larry Ellison, Oracle's founder and chairman, has seen his wealth rise to $173 billion as his company focuses on cloud infrastructure and AI-driven database solutions. Oracle's growth in the cloud space, while lagging behind Amazon.com Inc, Microsoft Corp, and Google's parent Alphabet Inc in market share, has been robust.
In the latest quarter, its cloud infrastructure unit posted a 45% revenue increase, reinforcing the company's solid footing in the growing AI space.
Partnerships Paying Off
Despite being overshadowed by Nvidia's AI chips and Meta's metaverse initiatives, Oracle's partnerships with the top cloud players are propelling the company forward. Collaborations with AWS, Microsoft, and Google have turbocharged Oracle's database business, allowing clients to use Oracle's cloud services on top of their existing infrastructure. These partnerships are paying off, positioning Oracle for sustained growth.
Interestingly, while Nvidia's AI hardware and software stack continues to dominate, Oracle's innovations, like its autonomous database and vision for a password-less future, are capturing attention.
Ellison's insistence on AI-driven automation is reshaping how businesses handle data, and investors are starting to take notice.
In the stock market, Oracle's strength is becoming evident. Over the past year, Oracle stock is up 44.3%, with a 55.08% YTD surge. Nvidia, while still the star with 147.33% YTD gains, is no longer the only player riding the AI wave, as Oracle continues to quietly build momentum.
尽管英伟达公司和meta platforms公司在人工智能方面取得了重大进展，但甲骨文公司正在默默而令人印象深刻的攀升中。
这家云计算和数据库巨头是今年大市值科技股中表现最出色的之一，虽然落后于英伟达，但领先于meta。甲骨文最近的收益报告使其股票暴涨11%，为2023年的涨幅增加了49%。虽然英伟达的人工智能主导地位仍然是一个主要话题，但甲骨文悄悄地在云计算方面的增长开始赢得投资者的青睐。
甲骨文在云计算、人工智能领域的份额正在上升
甲骨文公司的创始人兼董事长拉里·埃里森的财富已经增长到了1730亿元，因为他的公司专注于云基础建设和人工智能驱动的数据库解决方案。尽管甲骨文在云计算领域的增长落后于亚马逊、微软和谷歌的母公司alphabet公司在市场份额上，但仍然十分强劲。
在最新的季度里，其云基础建设部门的营业收入增长了45%，进一步巩固了公司在不断增长的人工智能领域的稳固地位。
合作关系带来回报
尽管被英伟达的ai芯片和meta的元宇宙概念所掩盖，但甲骨文与顶级云服务商的合作正推动公司前进。与亚马逊、微软和谷歌的合作已经加速了甲骨文的数据库业务，使客户能够在现有基础设施之上使用甲骨文的云服务。这些合作正在取得成效，为甲骨文的持续增长打下基础。
有趣的是，尽管英伟达的人工智能硬件和软件堆栈仍然占据主导地位，但甲骨文的创新，比如自动化数据库和无密码未来的愿景，正在引起人们的关注。
埃里森坚持的以人工智能驱动的自动化正在重新定义企业如何处理数据，投资者们开始注意到这一点。
在股市上，甲骨文的实力正在变得明显。过去一年里，甲骨文股票上涨了44.3％，年初至今涨幅为55.08％。而英伟达虽然仍然是表现最好的公司，年初至今收益率为147.33％，但已不再是唯一一个乘上人工智能浪潮的公司，因为甲骨文继续悄悄积聚动力。
