"Revenue at that key infrastructure unit that powers that AI demand for companies like Meta and OpenAI jumping 84% above the estimates." Oracle is successfully pivoting to AI infrastructure, capturing massive capex spend from major tech players without having to drastically increase its own capex. This dynamic leads to strong revenue growth and margin expansion. LONG. The demand for AI services and infrastructure remains incredibly strong, and Oracle is a direct, highly profitable beneficiary. A broader macroeconomic slowdown could eventually force tech giants to curtail their massive AI capex spending plans.