
Will Oracle emerge as a major winner in AI data centers by 2026?
Oracle is pushing ahead with major AI data-center investments despite investor skepticism, and is expected to begin turning a large backlog of AI commitments into real revenue — signaling long-term demand rather than short-term hype. If execution holds, analysts see improving revenue visibility and a potential path toward $250 per share in 2026, even as market sentiment remains cautious.
Conditions
Resolves “Yes” if by end of 2026 Oracle demonstrates clear traction in AI data centers — such as meaningful growth in AI-related cloud revenue, conversion of deferred AI contracts into reported sales, expanded hyperscale data-center capacity, or sustained share-price performance consistent with a move toward ~$250 — as confirmed by Oracle financial disclosures or major financial media. Otherwise — No.
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