Oracle Projects AI-Driven Cloud Revenue Surge to $144B by 2030, Stock Jumps 20%

Oracle shares soared 20% in after-hours trading as CEO Safra Catz unveiled staggering growth projections for its AI-powered cloud business. The company forecasts its Oracle Cloud Infrastructure revenue will catapult from $18 billion this fiscal year to $144 billion by FY2030—a sevenfold increase anchored by four multi-billion-dollar Q1 contracts.

Despite missing Q1 FY2026 estimates with $14.9B revenue and $1.47 adjusted EPS, investors rallied behind the long-term vision. Cloud Services revenue of $7.2B fell short of the $7.3B consensus, but soaring Remaining Performance Obligations signaled robust future demand.

The bullish outlook mirrors crypto market dynamics where infrastructure plays like FIL, DOT, and SOL have rallied on AI narratives. Oracle's aggressive cloud expansion could accelerate institutional adoption of blockchain-based cloud solutions, particularly in enterprise-focused networks.