瑞银发表研究报告指，甲骨文上月底公布已签署多份大型云服务合约，其中一份预计自2028财年起每年贡献300亿美元收入，推动其股价飙升15%，预料大型云服务合约对甲骨文以至微软、OpenAI都有深远影响。瑞银预期，合作可能涉及OpenAI的推理及训练服务，若该客户确认为OpenAI，估计对微软属不利，惟合作预料取决于Abilene数据中心及Stargate GPU集群的投产进度，因此存在延迟风险。 瑞银调整甲骨文预测，将2029财年收入由1090亿美元上调至1340亿美元，营运利润率由41%下调至38%，相较目前指引分别为1040亿美元及45%；资本支出预估由350亿美元增至540亿美元，并将2027年每股盈利预测上调2%。瑞银将甲骨文的目标价从250美元上调至280美元，评级“买入”。
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