Larry Ellison Hinted at Oracle's AI Ambitions Last Year -- Market Talk

Dow Jones

2025/09/11

1425 ET - Oracle's explosive cloud infrastructure backlog growth is blowing analysts away and sending its stock to a record high, though co-founder Larry Ellison hinted last year that Oracle aimed to dominate the market for AI compute, Zacks Investment Research's Kevin Cook says in a note. At a conference last year, Ellison said Oracle had 162 data centers but would "like to have 1,000 to 2,000 more." Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. "That is an incredible sustained CAGR for a cloud service provider," he says. (dean.seal@wsj.com)

(END) Dow Jones Newswires

September 10, 2025 14:25 ET (18:25 GMT)

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At a conference last year, Ellison said Oracle had 162 data centers but would \"like to have 1,000 to 2,000 more.\" Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. \"That is an incredible sustained CAGR for a cloud service provider,\" he says. (dean.seal@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 10, 2025 14:25 ET (18:25 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Larry Ellison Hinted at Oracle's AI Ambitions Last Year -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLarry Ellison Hinted at Oracle's AI Ambitions Last Year -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-11 02:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1425 ET - Oracle's explosive cloud infrastructure backlog growth is blowing analysts away and sending its stock to a record high, though co-founder Larry Ellison hinted last year that Oracle aimed to dominate the market for AI compute, Zacks Investment Research's Kevin Cook says in a note. At a conference last year, Ellison said Oracle had 162 data centers but would \"like to have 1,000 to 2,000 more.\" Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. \"That is an incredible sustained CAGR for a cloud service provider,\" he says. (dean.seal@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 10, 2025 14:25 ET (18:25 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999003800.SGD","symbol_name":"Nikko AM Global Dividend Equity Acc SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2566989193","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2566989193","pubTimestamp":1757528700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1425 ET - Oracle's explosive cloud infrastructure backlog growth is blowing analysts away and sending its stock to a record high, though co-founder Larry Ellison hinted last year that Oracle aimed to dominate the market for AI compute, Zacks Investment Research's Kevin Cook says in a note. At a conference last year, Ellison said Oracle had 162 data centers but would \"like to have 1,000 to 2,000 more.\" Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. \"That is an incredible sustained CAGR for a cloud service provider,\" he says. 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At a conference last year, Ellison said Oracle had 162 data centers but would \"like to have 1,000 to 2,000 more.\" Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. \"That is an incredible sustained CAGR for a cloud service provider,\" he says. (dean.seal@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 10, 2025 14:25 ET (18:25 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}