Nvidia may own the data center landscape, but Oracle has a found a way to benefit alongside the GPU king.

Prior to Oracle 's ( ORCL -5.55% ) fiscal first-quarter earnings report on Sept. 9, the stock had already climbed roughly 33% on the year -- narrowly outpacing Nvidia 's 27% gain over the same period.

But after delivering a blowout quarter highlighting a record $455 billion in remaining performance obligations from its cloud infrastructure division, Oracle stock went parabolic. As of Sept. 22, Oracle stock has gained a jaw-dropping 97% year to date -- more than doubling the return of Nvidia stock over the same period. This surge underscores how pivotal Oracle's cloud platform has become in the broader discussion around artificial intelligence (AI).

Let's explore why Orac

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