The growth in demand for artificial intelligence (AI) systems and hardware has been a significant boon for the leading cloud infrastructure companies, because businesses that want to tap into the power of AI usually can't do it on their own. Instead, they generally need to rent access to high-end computing systems from data center operators.

The cloud infrastructure market has been dominated by Alphabet 's Google Cloud, Amazon Web Services, and Microsoft Azure. But 2025 has seen Oracle ( ORCL +0.67% ) emerge as one of the fastest-growing cloud providers, and it's one of the best tech stocks you can hold for the next decade.

Why Oracle is a good investment

Oracle's cloud infrastructure revenue grew 55% year over year in its fiscal 2026 first quarter (which ended Aug. 31

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