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.
儘管英偉達公司和meta platforms公司在人工智能方面取得了重大進展，但甲骨文公司正在默默而令人印象深刻的攀升中。
這家雲計算和數據庫巨頭是今年大市值科技股中表現最出色的之一，雖然落後於英偉達，但領先於meta。甲骨文最近的收益報告使其股票暴漲11%，爲2023年的漲幅增加了49%。雖然英偉達的人工智能主導地位仍然是一個主要話題，但甲骨文悄悄地在雲計算方面的增長開始贏得投資者的青睞。
甲骨文在雲計算、人工智能領域的份額正在上升
甲骨文公司的創始人兼董事長拉里·埃裏森的財富已經增長到了1730億元，因爲他的公司專注於雲基礎建設和人工智能驅動的數據庫解決方案。儘管甲骨文在雲計算領域的增長落後於亞馬遜、微軟和谷歌的母公司alphabet公司在市場份額上，但仍然十分強勁。
在最新的季度裏，其雲基礎建設部門的營業收入增長了45%，進一步鞏固了公司在不斷增長的人工智能領域的穩固地位。
合作關係帶來回報
儘管被英偉達的ai芯片和meta的元宇宙概念所掩蓋，但甲骨文與頂級雲服務商的合作正推動公司前進。與亞馬遜、微軟和谷歌的合作已經加速了甲骨文的數據庫業務，使客戶能夠在現有基礎設施之上使用甲骨文的雲服務。這些合作正在取得成效，爲甲骨文的持續增長打下基礎。
有趣的是，儘管英偉達的人工智能硬件和軟件堆棧仍然佔據主導地位，但甲骨文的創新，比如自動化數據庫和無密碼未來的願景，正在引起人們的關注。
埃裏森堅持的以人工智能驅動的自動化正在重新定義企業如何處理數據，投資者們開始注意到這一點。
在股市上，甲骨文的實力正在變得明顯。過去一年裏，甲骨文股票上漲了44.3％，年初至今漲幅爲55.08％。而英偉達雖然仍然是表現最好的公司，年初至今收益率爲147.33％，但已不再是唯一一個乘上人工智能浪潮的公司，因爲甲骨文繼續悄悄積聚動力。
