Oracle is an AI-first cloud, making it structurally different than the "big three" cloud providers.

On Sept. 10, Oracle ( ORCL 1.50% ) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services.

Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion in fiscal 2029, and $144 billion in fiscal 2030 -- corresponding with calendar year 2031.

For context, Amazon Web Services (AWS) generated over $60 billion in net sales in the first half of 2025 -- so a $120 billion annual run rate. Microsoft , which just wrapped up it

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