Author argues Oracle will gain a monopoly on training large video models on Paramount/WBD IP, making OCI the go-to for AI media production, a synergy he believes is not yet priced in.
ORCL — LONG The author argues that with Paramount buying WBD, the entire backend will be rewritten and ported into OCI, and Oracle will become the first big AI player with an air-tight alliance with a media giant, giving it a monopoly on training large video models on the last 100 years of IP from WBD and Paramount. He contends Oracle combines Nvidia's fastest AI chips, RDMA network architecture suited to AI training, and the media data, positioning it as the go-to for AI tasks like color grading, background removal, dubbing and fixing production mistakes over the next decade. The stated risk is the data-center mess, which he says has been extensively discussed and priced in, while the media synergy has not.
Over the next decade, Oracle will have a monopoly on training large video models on the last 100 years of IP from WBD and Paramount. Nobody else comes close.
This Reddit post, published February 27, 2026, features u/Mister__Mediocre discussing ORCL. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Mister__Mediocre · Tickers: ORCL