
$Realty Income MD(O.US)racle.US focuses on AI-native infrastructure and the enterprise market as its core growth drivers. Recently, the company launched its next-generation supercomputing cluster, the OCI Zettascale 10 Cluster, which supports up to 800,000 GPUs and employs a multi-plane network architecture to meet top-tier AI training demands. This is paired with the Oracle Acceleron solution to optimize performance and cost structure. At the same time, Oracle introduced the AI-native database Oracle AI Database 26ai, which, combined with the Oracle AI Data Platform, enables "AI embedded in the data layer," allowing enterprises to build intelligent agents directly where their data resides. Building on decades of industry expertise, Oracle has deep penetration in highly regulated sectors such as finance and healthcare. Its distributed hybrid architecture has been recognized as a "Leader" in the Gartner Magic Quadrant for three consecutive years. The remaining performance obligation has surged to $455 billion, while OCI revenue growth has exceeded 50% for multiple consecutive quarters. However, the stock has faced downward pressure, falling more than 35% from its September all-time high. It is currently testing the 200-day moving average. Market attention is now focused on its fiscal second-quarter earnings report, scheduled for next Wednesday. Analysts expect earnings per share of $1.29, representing a 12.2% year-over-year increase.
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