Prediction: Oracle Will Surpass Amazon, Microsoft, and Google to Become the Top Cloud for Artificial Intelligence (AI) By 2031

On Sept. 10, Oracle (NYSE: ORCL) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services.Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion in fiscal 2029, and $144 billion in fiscal 2030 -- corresponding with calendar year 2031.For context, Amazon Web Services (AWS) generated over $60 billion in net sales in the first half of 2025 -- so a $120 billion annual run rate. Microsoft, which just wrapped up its fiscal 2025 year, reported $106 billion in Intelligent Cloud revenue. And Alphabet's Google Cloud generated $26 billion in revenue in the first half of 2025. This means that OCI is forecast to exceed the current size of Google Cloud within three years, the current size of Microsoft Azure within four years, and the current size of AWS within five years.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool