Oracle’s Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations. All eyes are on the high-profile Stargate JV and the massive Abilene, Texas datacenter, which our September 2024 Multi-Datacenter Training report called out as a GW-scale training hub for OpenAI. But Oracle has many additional growth engines beyond this massive campus. Source: SemiAnalysis Datacenter Model – June 11th, 2025 picture We believe the most underappreciated aspect of Oracle’s growt...