{"id":7928,"date":"2025-10-17T14:30:39","date_gmt":"2025-10-17T18:30:39","guid":{"rendered":"https:\/\/hostingdiscussion.com\/news\/?p=7928"},"modified":"2025-10-17T14:30:39","modified_gmt":"2025-10-17T18:30:39","slug":"oracle-leans-on-ai-partnerships-to-fuel-cloud-ambitions-through-2030","status":"publish","type":"post","link":"https:\/\/hostingdiscussion.com\/news\/oracle-leans-on-ai-partnerships-to-fuel-cloud-ambitions-through-2030\/","title":{"rendered":"Oracle leans on AI partnerships to fuel cloud ambitions through 2030"},"content":{"rendered":"<p><span id=\"input-sentence~0\"><a href=\"https:\/\/www.oracle.com\/asean\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Oracle<\/a> is betting heavily on its cloud business to carry the company into its next decade of growth. During a meeting with analysts this week, executives outlined an ambitious forecast: by fiscal year 2030, Oracle expects to generate 225 billion dollars in total revenue, with nearly three-quarters coming from its cloud infrastructure division.<\/span><\/p>\n<p><span id=\"input-sentence~1\">Clay Magouyrk, head of <a href=\"https:\/\/www.oracle.com\/asean\/cloud\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Oracle Cloud Infrastructure<\/a>, said the company\u2019s latest wave of bookings reflects a wide customer base. He pointed to a recent <a href=\"https:\/\/hostingdiscussion.com\/news\/meta-eyes-20b-cloud-deal-with-oracle-to-power-ai-ambitions\/\" target=\"_blank\" rel=\"noopener\">20 billion dollar agreement with Meta Platforms<\/a> as one of several major deals signed last quarter. Magouyrk emphasized that Oracle\u2019s new commitments are not limited to OpenAI, which has often dominated headlines about the company\u2019s cloud expansion.<\/span><\/p>\n<p><span id=\"input-sentence~2\">Doug Kehring, Oracle\u2019s chief financial officer, told analysts that cloud infrastructure alone could bring in about 166 billion dollars by 2030. That estimate surpasses current Wall Street projections and signals a confident push toward a more AI-driven future.<\/span><\/p>\n<p><span id=\"input-sentence~3\">In recent months, Oracle has signed hundreds of billions of dollars in long-term cloud contracts. Among them is a <a href=\"https:\/\/hostingdiscussion.com\/news\/openai-oracle-softbank-speed-up-500b-stargate-data-center-buildout\/\">500 billion dollar initiative with OpenAI<\/a> to erect five new data centers. The company said it recorded 65 billion dollars in new bookings within a single month, a sign of accelerating demand for high-performance computing power across the tech industry.<\/span><\/p>\n<p><span id=\"input-sentence~4\">Despite the optimism, investors remain cautious. <a href=\"https:\/\/hostingdiscussion.com\/news\/oracle-raises-18b-in-debt-to-fuel-ai-data-center-race\/\">Oracle<\/a>\u2019s shares rose during trading but dipped after hours as markets weighed concerns about costs. Analysts expect profit margins for AI-related infrastructure to fall between 30 and 40 percent, lower than those for traditional software. High spending on power, hardware, and real estate continues to pressure returns.<\/span><\/p>\n<p><span id=\"input-sentence~5\">Still, Oracle argues that its long-term contracts provide financial stability and predictable income. Executives said they only pursue projects that meet internal profit benchmarks.<\/span><\/p>\n<p><span id=\"input-sentence~6\">The company\u2019s recent partnership with Meta highlights how quickly infrastructure demand is shifting. As the race to develop advanced AI accelerates, Oracle sees itself as a key supplier of computing capacity.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Oracle is betting heavily on its cloud business to carry the company into its next decade of growth. During a meeting with analysts this week, executives outlined an ambitious forecast: by fiscal year 2030, Oracle expects to generate 225 billion dollars in total revenue, with nearly three-quarters coming from its cloud infrastructure division. Clay Magouyrk, [&hellip;]<\/p>\n","protected":false},"author":20624,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[4758,4760,1350,4757,3010,4759],"class_list":["post-7928","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-meta-oracle-partnership","tag-openai-oracle-contract","tag-oracle","tag-oracle-ai-growth","tag-oracle-cloud","tag-oracle-revenue"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Oracle leans on AI partnerships to fuel cloud ambitions through 2030 - Web Hosting News<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hostingdiscussion.com\/news\/oracle-leans-on-ai-partnerships-to-fuel-cloud-ambitions-through-2030\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Oracle leans on AI partnerships to fuel cloud ambitions through 2030 - Web Hosting News\" \/>\n<meta property=\"og:description\" content=\"Oracle is betting heavily on its cloud business to carry the company into its next decade of growth. During a meeting with analysts this week, executives outlined an ambitious forecast: by fiscal year 2030, Oracle expects to generate 225 billion dollars in total revenue, with nearly three-quarters coming from its cloud infrastructure division. 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