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#OracleAICloudUp121% Oracle reported that its OCI AI cloud revenue grew 121% year over year, accelerating from 93% in the previous quarter. Revenue and adjusted earnings exceeded expectations, while remaining performance obligations increased from $638 billion to $664 billion. This enormous backlog reflects continued demand for AI computing capacity, and Oracle raised its guidance as cloud infrastructure growth continued to accelerate. The results confirm that Oracle has become a serious AI infrastructure competitor, but the investment requirements remain substantial. Data-center construction and hardware purchases are pressuring free cash flow, so investors must evaluate how profitably Oracle can convert its backlog into revenue. The market is moving beyond rewarding companies simply for spending heavily on AI. Oracle’s next challenge is proving that rapid OCI expansion can eventually generate returns sufficient to justify its capital expenditure and financing commitments.