Oracle: Beneficiary of the Computing Capacity Demand From AI Agents and Reasoning Models. A Growth Acceleration is Starting!

According to NVIDIA, computing capacity will increase 100-fold due to AI agents and reasoning models. This was communicated by NVIDIA CEO Jensen Huang at the GTC developer conference. Consequently, Oracle will see greater demand for its cloud infrastructure to operate AI agents. The scenario of accelerating growth to 15% in the fiscal year 2025/26 and 20% in 2026/27 is becoming more realistic. Additionally, Oracle (ORCL) announced an integration of NVIDIA's accelerated computing and inference software with Oracle's AI infrastructure and generative...