ORCL | Weekly | Haru Insights

Oracle’s inclusion in Nvidia’s Vera Rubin AI system rollout, with shipments already in production for major clients, marks a pivotal validation of its role in the AI hardware ecosystem and elevates OCI as a core enabler of next-generation AI workloads.
The departure of Chris Malone, OpenAI’s head of data centers—the fourth high-level exit ahead of OpenAI’s anticipated 2027 IPO—introduces critical execution risk to Oracle’s Stargate joint venture, a cornerstone of its AI infrastructure strategy.

Oracle is executing a high-conviction, vertically integrated AI strategy that transcends cloud services, firmly establishing it as a foundational force in the enterprise AI revolution—not just a vendor, but an architect of the future.
The $85 billion sequential backlog spike and $638 billion remaining performance obligation reveal overwhelming enterprise demand, confirming Oracle’s dominance in AI-ready infrastructure and signaling durable, long-term growth momentum.
Strategic partnerships with Bloom Energy and customer-funded AI deals transform capital expenditure into a low-cost, revenue-generating engine, de-risking Oracle’s balance sheet while accelerating deployment at scale.
The $17 billion U.S. Department of Veterans Affairs contract expansion solidifies Oracle’s credibility in mission-critical government AI projects, highlighting unmatched trust in its security, scalability, and execution precision.
Oracle’s integration into Nvidia’s Vera Rubin AI system, with shipments already in production, proves real-world traction and validates its position as a key enabler in the most advanced AI infrastructure stack.

Oracle Corporation (ORCL)[Tv]