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In a note to clients, Jefferies said Oracle is entering a new growth phase, as it benefits from surging demand for AI infrastructure and steady adoption of its cloud platform. Analysts believe ...

Oracle is forecasting a significant acceleration in growth through 2030, owing to the terrific demand for its cloud infrastructure. Importantly, Oracle seems to have a big-enough contract backlog that ...

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Oracle also increased its Oracle Cloud Infrastructure (OCI) revenue target to $166 billion, up by $22 billion from earlier forecasts, and discussed anticipated AI OCI gross margins of 30-40%. UBS and ...