On September 10th, The Wall Street Journal reported that Oracle Corporation unveiled precise financial data for a specific business segment, a move that has drawn widespread acclaim. As a global software behemoth with a storied 48-year history, Oracle has projected that its total revenue could potentially double over the next three years. This forecast evokes parallels with NVIDIA, the artificial intelligence chip giant, which swiftly ascended from a niche provider of video game chips to the sole company in the world boasting a market capitalization surpassing US$4 trillion.

Oracle's revenue outlook is particularly robust, as its growth trajectory is closely tied to AI inference—the process of querying AI models to obtain answers. With AI applications transitioning from model training phases to widespread user deployment, demand in this area is anticipated to surge dramatically. Despite operating in a fiercely competitive landscape, analysts contend that Oracle possesses substantial competitive edges. Patrick Colville, an analyst at Scotiabank, highlighted Oracle's exceptional technical prowess, formidable capital acquisition capabilities, unwavering support from NVIDIA, and operational independence. These factors, he argued, position Oracle advantageously to capitalize on the burgeoning demand for AI training and inference services.