华尔街日报文章称，甲骨文在一个模糊的业务上给出了清晰的数字，这点值得赞赏。甲骨文的大胆预测有力地表明，这家拥有48年历史、已经是全球最大软件供应商之一的公司，未来3年的总收入可能会增加一倍以上。这有点像人工智能芯片巨头英伟达，后者迅速从一家视频游戏芯片的小众供应商转变为全球唯一一家市值超过4万亿美元的公司。甲骨文的收入前景在某种程度上更为确定，因为其增长主要与推理相关——即向AI模型发出查询并获取答案的过程。随着AI关注点从训练更好的模型转向向数以千万计的新用户部署，这类活动预计将会增加。甲骨文面临大量竞争，但分析师认为，甲骨文也有自身的强大优势。丰业银行分析师Patrick Colville指出，甲骨文拥有“顶尖的技术专长、资本获取能力、来自英伟达的深度支持，以及独立性，因此在抓住AI训练与推理需求爆发方面处于有利位置”。
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