Cloud Infrastructure Giant Oracle Emerges as Potential Contender for $10 Trillion Market Cap, Outpacing Nvidia
Nvidia's dominance in AI semiconductors and the projected $5.2 trillion investment in AI data centers over the next five years position it as a likely candidate to reach a $10 trillion market cap. However, rising competition from rivals like AMD and Intel could hinder its trajectory.
Oracle has surged 76% in 2025, eclipsing Nvidia's 36% gains, with its market cap now at $835 billion. The cloud infrastructure leader's hypergrowth suggests it may breach the $10 trillion milestone before Nvidia, fueled by enterprise adoption and scalable solutions.