$Oracle(ORCL)$ Trillions of dollars are flowing toward Oracle. The new AWS deal validates Oracle's database as something essential, and it looks like it will bring in long-term revenue with high margins. There's also talk that Wall Street is going to finance an unlimited cloud buildup for Oracle, then package that financing into CAI products — Collateralized AI — which would give investors solid assets and a revenue stream. That basically gives Oracle all the capital it needs, trillions, to build out a world AI database. Imagine 8 billion people online, what kind of network you would need, and the mountain of clients paying you for it.
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