AI Cloud Computing Super Tsunami, Oracle Activating Wall Street by itself

Both companies are due to a surge in demand for AI computing power.

The growth rate of these two cloud computing industry chain companies has soared, which can be said to have greatly enhanced AI cloud computing growth expectations. Oracle, in particular, is known as a tsunami-level performance that exceeded expectations.

Some people understand how important the cloud computing industry is, but others don't.

In a few official words,Cloud computing is the largest digital infrastructure for humanity in the future. It is the most basic driving force for all industries.

Boss NVIDIA relies on data center GPUs for 80% of its business. This is the lowest level chip for AI cloud computing.

The most important business of Microsoft is Azure, the second-largest cloud computing business in the world.

Not to mention Amazon, the world's first cloud computing vendor.

The biggest driving force of Laoqi Broadcom is AI ASIC, which also provides customized chips for cloud computing vendors.

Therefore, the current development of so-called AI still revolves around AI cloud computing, which is the lowest level of digital computing leasing business in the future. AI, at the end of the day, is digital computing, which shows how important cloud computing is.

Post-Market Trading yesterday, Oracle announced the results for the first fiscal quarter.The scale of the company's “remaining performance obligations” climbed to $455 billion, a year-on-year surge of 359%!

This was an increase of $317 billion over the previous quarter, far exceeding market expectations. This “tsunami-level” on-hand order is mainly due to huge Trade with OpenAI.The CEO of the company even expects to sign many new multi-billion dollar contracts in the future, and the RPO is expected to exceed 500 billion US dollars.

Supported by strong orders, Oracle has drastically raised its cloud infrastructure (IaaS) business revenue guidance for the next five years.The 2026-2030 fiscal year is expected to reach 18 billion, 32 billion, 73 billion, 114 billion, and 144 billion dollars, respectivelyThe target for each year is significantly higher than the market's previous expectations!

The Oracle explosion is not an exception; overseas Technology giants continue to increase their layout and investment in the field of AI computing power.

NVIDIA recently launched the “Rubin CPX” GPU specially designed for massive contextual AI models. The single chip can provide NVFP4 computing performance of 30 petaFlops per second, and is also equipped with 128GB GDDR7 video memory to further strengthen the hardware foundation;

Microsoft, on the other hand, has reached a multi-year cooperation with Nebius valid until 2031, totaling up to 19.4 billion US dollars. It will purchase 17.4 billion US dollars of artificial intelligence cloud computing services, and will also maintain an additional purchase option of 2 billion US dollars;

Meta founder Zuckerberg also revealed that Meta's investment in artificial intelligence infrastructure will reach about 600 billion dollars by 2028.

Previously, NVIDIA predicted that global AI infrastructure spending would reach 3-4 trillion dollars in 2030, but now Oracle's performance and guidance have once again verified the long-term boom of this racetrackIt also gave the AI revenue growth of companies such as Broadcom more clearly visible in the 2027 fiscal year, indicating that AI infrastructure demand continues to expand in the long term.

All of these expectations, guided by Oracle, have all been activated.If everyone still doubted what Patriarch Huang said before (after all, he was selling while saying it),However, Oracle, Nebius, etc. have surpassed expectations one by one, proving that AI cloud computing is still developing very rapidly. I can't see the ceiling for a while.

So, under this logic, from AI chips NVIDIA and AMD to cloud computing service providers Microsoft, Google, and Oracle, to computing power rental service companies CRWV, NBIS, etc. It is activated from top to bottom.

Do we need to doubt that Dazi will reach the top any more? Do you still need to wonder if cloud computing isn't growing anymore? The answer is clear.

Finally, let's talk briefly about the iPhone 17. I asked AI and told me that the main changes in the new phone this time have been greatly optimized in terms of materials, camera, chip, and battery.There are many places where the price is added without increasing the price!

Haha, this extra dose doesn't increase the price; it kind of made me laugh.Probably for Apple users, this is excellent. But for investors in Apple, that's not necessarily the case.

The reason is that I think this is Apple's disguised price cut sale!Also, in China, which is one of the largest markets in the world, many of the additions can't be used without price increases. For example, there is a high probability that real-time translation cannot be used.