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1. Shard Calculation

Query:

Response:

Calculated Shard: 192 (from laksa139)

2. Crawled Status Check

Query:

curl -X POST \
  'http://laksa192.int.ahrefs:8124/' \
  -H 'Content-Type: text/plain' \
  -H 'X-ClickHouse-Database: crawler3' \
  -H 'Authorization: Basic YXBpOg==' \
  -d 'SELECT getAhrefsURLFromUnparsed(src_unparsed) AS found_url, ifNull(toUnixTimestamp(download_stamp), 0) AS crawl_time, ifNull(toUnixTimestamp(props_url_first_seen), 0) AS first_indexed_time, download_http_code AS http_code, src_unparsed AS src_unparsed, src_root_hash AS src_root_hash, history_drop_reason AS history_drop_reason, meta_title AS meta_title, meta_descriptions AS meta_descriptions, attrs_boilerpipe_text AS attrs_boilerpipe_text, attrs_markdown AS attrs_markdown, attrs_readable_markdown AS attrs_readable_markdown, meta_canonical AS meta_canonical FROM crawler3.page_info_local FINAL PREWHERE (src_root_hash, src_unparsed) IN ((getAhrefsRootHashFromUnparsed(getAhrefsUnparsedNoserviceFromURL(\'https://finance.yahoo.com/video/oracle-ai-way-microsoft-google-150202346.html\')), getAhrefsUnparsedNoserviceFromURL(\'https://finance.yahoo.com/video/oracle-ai-way-microsoft-google-150202346.html\'))) FORMAT JSONEachRow'

Response:

{"found_url":"https:\/\/finance.yahoo.com\/video\/oracle-ai-way-microsoft-google-150202346.html","crawl_time":1772869811,"first_indexed_time":1757516957,"http_code":200,"src_unparsed":"com,yahoo!finance,\/video\/oracle-ai-way-microsoft-google-150202346.html s443","src_root_hash":"3401813433841292792","history_drop_reason":null,"meta_title":"Oracle can 'go all in' on AI in a way Microsoft & Google can't","meta_descriptions":["Oracle (ORCL) stock is skyrocketing after the company's cloud infrastructure outlook wowed Wall Street. KeyBanc Capital Markets managing director and equity research analyst Jackson Ader and Bloomberg Intelligence analyst Anurag Rana discuss Oracle's competitive advantage and explain why strong artificial intelligence (AI) bookings are driving huge stock gains. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts."],"attrs_boilerpipe_text":"Oracle (\nORCL\n) stock is skyrocketing after the company's cloud infrastructure outlook wowed Wall Street.\nKeyBanc Capital Markets managing director and equity research analyst Jackson Ader and Bloomberg Intelligence analyst Anurag Rana discuss Oracle's competitive advantage and explain why strong artificial intelligence (AI) bookings are driving huge stock gains.\nTo watch more expert insights and analysis on the latest market action, check out more\nMarket Catalysts\n.\n00:00\nSpeaker A\nthe size of a company like Oracle, having a move like this is fairly extraordinarily, fairly unusual, fairly unusual to hear the size of forecast that we got from Oracle as well. Is this sort of an Nvidia moment for Oracle?\n00:27\nJackson\nAn Nvidia moment for Oracle. Not sure about an Nvidia moment for Oracle, but I do think that we need to put not just the stock movement um into perspective, but also the actual contractual fundamentals into perspective. Yeah, it's up 40%. That's a ton. It's adding hundreds of billions of dollars of market cap in a single day, but they booked in the last 90 days, or I guess, you know, the 90 days ended last quarter,\n01:06\nJackson\nabout 10% more than they had booked in business over the previous four full fiscal years. So it is a big stock movement, but it was also a massive bookings quarter, the likes that we have not seen, not just from Oracle, but from any other software vendors.\n01:21\nSpeaker A\nI guess that's what I mean in terms of it being an Nvidia moment. In other words, this is a company that's been around for a long time. We all, you know, we all know the name Oracle. But to see it put up these kinds of forecast numbers as you point out, in terms of the backlog, in terms of the bookings for a business that is pretty well-known and understood, at least we thought is is surprising, right? So, Anurag, how how are you thinking about this? And and did it feel like it came out of left field when we knew they were building this business?\n02:14\nAnurag\nYeah, no, we we we knew they were building this business, but to get this size of an order so early on, I mean, I I think that is really impressive. Largely because there are so many companies out there that don't want to do it in-house. In fact, they don't have the capital to do it in-house. So they are looking for hyperscale cloud providers to help them out. Um, you know, we're not seeing that same backlog growing for Amazon, for example, but Oracle is getting the same chips as, you know, one would argue some of the neo clouds are at this point. So, um, they are in the business of renting out their GPUs, bare metal computing, and I think that's really where a lot of the traction is for people who want to train their models, or they want to host their AI applications.\n03:07\nSpeaker A\nAnd I guess I want to get to that a little bit in terms of the competition here. Obviously, it's a very competitive field. There's a lot of demand for this type of commute and this compute and this type of infrastructure. Jackson, why is Oracle proving itself to be competitive here? You know, versus some of those other names that we watch within the hyperscalers?\n03:51\nJackson\nI think there are two reasons for this. Number one is a relentless focus on performance. And performance, um, just a fancy word for speed. and speed in the cloud means lower costs. So, I think Larry said on the on the call last night, if not last night on on some other earnings calls that if they are twice as fast, that means they are half the cost of their competitors. And so this relentless focus on performance is um is certainly a competitive advantage. You know, the other thing is, you mentioned, yeah, Oracle's what, 50 years old, but their Oracle Cloud infrastructure, the OCI business is not 50 years old. Right.\n04:47\nJackson\nSo, this business and specifically the business that they are building focusing on GPUs and artificial intelligence training and inference, they are a relatively new competitor. And so in this case, they almost have the benefit of being a disruptor whereas their competitors like Microsoft or um or Amazon or Google, they have this what I call Cloud 1.0, where a CPU-based cloud offering that they also have to manage. And Oracle's basically allowed to go all in on GPUs and AI in a way that their competitors just can't.\nMSG_NO_NEWS","attrs_markdown":"SOMETHING\\_WENT\\_WRONG\n\n[SKIP\\_TO\\_NAVIGATION](https:\/\/finance.yahoo.com\/video\/oracle-ai-way-microsoft-google-150202346.html#navigation-container)  [SKIP\\_NAVIGATION](https:\/\/finance.yahoo.com\/video\/oracle-ai-way-microsoft-google-150202346.html#nimbus-app)  [SKIP\\_DOCK](https:\/\/finance.yahoo.com\/video\/oracle-ai-way-microsoft-google-150202346.html#right-rail)\n\n...\n\n[UPGRADE\\_TO\\_PREMIUM](https:\/\/finance.yahoo.com\/about\/plans\/select-plan\/?.done=https%3A%2F%2Ffinance.yahoo.com%2Fvideo%2Foracle-ai-way-microsoft-google-150202346.html&ncid=_1088_DCM-PARTNER_NATIVE_US_NoTargeting_HeaderEyebrow_YahooFinanceUsers___RightRail_Header-UpgradetoPaidSubscriptionButton__N_)\n\n[![Yahoo Finance Video](https:\/\/s.yimg.com\/ny\/api\/res\/1.2\/nt5dGx4HiuaxJyO1G5ipxw--\/YXBwaWQ9aGlnaGxhbmRlcjt3PTIzMjtoPTQ4\/https:\/\/s.yimg.com\/os\/creatr-uploaded-images\/2020-12\/02246f50-3412-11eb-bfdd-de89f8b3b8b8)](https:\/\/finance.yahoo.com\/ \"Yahoo Finance Video\")\n\n# Oracle can 'go all in' on AI in a way Microsoft & Google can't\n\n[Yahoo Finance Video](https:\/\/finance.yahoo.com\/author\/yahoo-finance-video)  AND [Julie Hyman](https:\/\/finance.yahoo.com\/author\/julie-hyman)\n\nSeptember 10, 2025\n\nIN\\_THIS\\_VIDEO:\n\nOracle ([ORCL](https:\/\/finance.yahoo.com\/quote\/ORCL)) stock is skyrocketing after the company's cloud infrastructure outlook wowed Wall Street.\n\nKeyBanc Capital Markets managing director and equity research analyst Jackson Ader and Bloomberg Intelligence analyst Anurag Rana discuss Oracle's competitive advantage and explain why strong artificial intelligence (AI) bookings are driving huge stock gains.\n\nTo watch more expert insights and analysis on the latest market action, check out more [Market Catalysts](https:\/\/finance.yahoo.com\/videos\/series\/market-catalysts\/).\n\nVIDEO\\_TRANSCRIPT\n\n00:00 Speaker A\n\nthe size of a company like Oracle, having a move like this is fairly extraordinarily, fairly unusual, fairly unusual to hear the size of forecast that we got from Oracle as well. Is this sort of an Nvidia moment for Oracle?\n\n00:27 Jackson\n\nAn Nvidia moment for Oracle. Not sure about an Nvidia moment for Oracle, but I do think that we need to put not just the stock movement um into perspective, but also the actual contractual fundamentals into perspective. Yeah, it's up 40%. That's a ton. It's adding hundreds of billions of dollars of market cap in a single day, but they booked in the last 90 days, or I guess, you know, the 90 days ended last quarter,\n\n01:06 Jackson\n\nabout 10% more than they had booked in business over the previous four full fiscal years. So it is a big stock movement, but it was also a massive bookings quarter, the likes that we have not seen, not just from Oracle, but from any other software vendors.\n\n01:21 Speaker A\n\nI guess that's what I mean in terms of it being an Nvidia moment. In other words, this is a company that's been around for a long time. We all, you know, we all know the name Oracle. But to see it put up these kinds of forecast numbers as you point out, in terms of the backlog, in terms of the bookings for a business that is pretty well-known and understood, at least we thought is is surprising, right? So, Anurag, how how are you thinking about this? And and did it feel like it came out of left field when we knew they were building this business?\n\n02:14 Anurag\n\nYeah, no, we we we knew they were building this business, but to get this size of an order so early on, I mean, I I think that is really impressive. Largely because there are so many companies out there that don't want to do it in-house. In fact, they don't have the capital to do it in-house. So they are looking for hyperscale cloud providers to help them out. Um, you know, we're not seeing that same backlog growing for Amazon, for example, but Oracle is getting the same chips as, you know, one would argue some of the neo clouds are at this point. So, um, they are in the business of renting out their GPUs, bare metal computing, and I think that's really where a lot of the traction is for people who want to train their models, or they want to host their AI applications.\n\n03:07 Speaker A\n\nAnd I guess I want to get to that a little bit in terms of the competition here. Obviously, it's a very competitive field. There's a lot of demand for this type of commute and this compute and this type of infrastructure. Jackson, why is Oracle proving itself to be competitive here? You know, versus some of those other names that we watch within the hyperscalers?\n\n03:51 Jackson\n\nI think there are two reasons for this. Number one is a relentless focus on performance. And performance, um, just a fancy word for speed. and speed in the cloud means lower costs. So, I think Larry said on the on the call last night, if not last night on on some other earnings calls that if they are twice as fast, that means they are half the cost of their competitors. And so this relentless focus on performance is um is certainly a competitive advantage. You know, the other thing is, you mentioned, yeah, Oracle's what, 50 years old, but their Oracle Cloud infrastructure, the OCI business is not 50 years old. Right.\n\n04:47 Jackson\n\nSo, this business and specifically the business that they are building focusing on GPUs and artificial intelligence training and inference, they are a relatively new competitor. And so in this case, they almost have the benefit of being a disruptor whereas their competitors like Microsoft or um or Amazon or Google, they have this what I call Cloud 1.0, where a CPU-based cloud offering that they also have to manage. And Oracle's basically allowed to go all in on GPUs and AI in a way that their competitors just can't.\n\n[TERMS](https:\/\/guce.yahoo.com\/terms?locale=en-US)  AND [PRIVACY\\_POLICY](https:\/\/guce.yahoo.com\/privacy-policy?locale=en-US)\n\n[Privacy & Cookie Settings](https:\/\/guce.yahoo.com\/privacy-settings?locale=en-US)\n\n[More Info](https:\/\/finance.yahoo.com\/more-info)\n## RECOMMENDED\\_STORIES\n\nCOPYRIGHT\n\nABOUT\n\n[DISCLAIMER](https:\/\/help.yahoo.com\/kb\/finance-for-web\/SLN2310.html?locale=en_US) [HELP](https:\/\/help.yahoo.com\/kb\/finance-for-web) [FEEDBACK](https:\/\/yahoo.uservoice.com\/forums\/952723-finance-b3) [SITEMAP](https:\/\/finance.yahoo.com\/sitemap\/) [WHATS\\_NEW](https:\/\/finance.yahoo.com\/about\/whatsnew\/) [ABOUT\\_OUR\\_ADS](https:\/\/policies.oath.com\/us\/en\/oath\/privacy\/adinfo\/index.html)  [PREMIUM\\_PLANS](https:\/\/finance.yahoo.com\/about\/plans\/)\n\n[TERMS](https:\/\/guce.yahoo.com\/terms?locale=en-US)  AND [PRIVACY\\_POLICY](https:\/\/guce.yahoo.com\/privacy-policy?locale=en-US)\n\n[Privacy & Cookie Settings](https:\/\/guce.yahoo.com\/privacy-settings?locale=en-US)\n\n[More Info](https:\/\/finance.yahoo.com\/more-info)\n\n- U.S. markets closed\n  \n  US\n  \n  EUROPE\n  \n  ASIA\n  \n  CRYPTOCURRENCIES\n  \n  RATES\n  \n  COMMODITIES\n  \n  CURRENCIES\n  \n  - [S\\&P 500 6,740.02 -90.69 (-1.33%)](https:\/\/finance.yahoo.com\/quote\/%5EGSPC\/)\n  - [Dow 30 47,501.55 -453.19 (-0.95%)](https:\/\/finance.yahoo.com\/quote\/%5EDJI\/)\n  - [Nasdaq 22,387.68 -361.31 (-1.59%)](https:\/\/finance.yahoo.com\/quote\/%5EIXIC\/)\n  - [Russell 2000 2,525.30 -60.27 (-2.33%)](https:\/\/finance.yahoo.com\/quote\/%5ERUT\/)\n  - [VIX 29.49 +5.74 (+24.17%)](https:\/\/finance.yahoo.com\/quote\/%5EVIX\/)\n  - [Gold 5,158.70 +80.00 (+1.58%)](https:\/\/finance.yahoo.com\/quote\/GC%3DF\/)\n- [TRENDING\\_TICKERS](https:\/\/finance.yahoo.com\/trending-tickers)\n  \n  - [BTC-USD Bitcoin USD 67,822.63 -3,340.12 (-4.69%)](https:\/\/finance.yahoo.com\/quote\/BTC-USD\/)\n  - [HIMS Hims & Hers Health, Inc. 15.74 -0.14 (-0.88%)](https:\/\/finance.yahoo.com\/quote\/HIMS\/)\n  - [^GSPC S\\&P 500 6,740.02 -90.69 (-1.33%)](https:\/\/finance.yahoo.com\/quote\/%5EGSPC\/)\n  - [BE Bloom Energy Corporation 135.19 -24.80 (-15.50%)](https:\/\/finance.yahoo.com\/quote\/BE\/)\n  - [^IXIC NASDAQ Composite 22,387.68 -361.31 (-1.59%)](https:\/\/finance.yahoo.com\/quote\/%5EIXIC\/)\n- [PORTFOLIO](https:\/\/finance.yahoo.com\/portfolios)\n  \n  [PORTFOLIO](https:\/\/finance.yahoo.com\/portfolios)\n  \n  SIGN\\_IN\\_TO\\_VIEW\\_PORTFOLIO\\_PERFORMANCE\n  \n  [SIGN\\_IN](https:\/\/login.yahoo.com\/config\/login?done=https%3A%2F%2Ffinance.yahoo.com%2Fvideo%2Foracle-ai-way-microsoft-google-150202346.html&intl=us&lang=en-US&activity=dock-portfolio&pspid=1183300100&src=finance)\n- [TOP\\_GAINERS](https:\/\/finance.yahoo.com\/gainers\/)\n  \n  - 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Is this sort of an Nvidia moment for Oracle?\n\n00:27 Jackson\n\nAn Nvidia moment for Oracle. Not sure about an Nvidia moment for Oracle, but I do think that we need to put not just the stock movement um into perspective, but also the actual contractual fundamentals into perspective. Yeah, it's up 40%. That's a ton. It's adding hundreds of billions of dollars of market cap in a single day, but they booked in the last 90 days, or I guess, you know, the 90 days ended last quarter,\n\n01:06 Jackson\n\nabout 10% more than they had booked in business over the previous four full fiscal years. So it is a big stock movement, but it was also a massive bookings quarter, the likes that we have not seen, not just from Oracle, but from any other software vendors.\n\n01:21 Speaker A\n\nI guess that's what I mean in terms of it being an Nvidia moment. In other words, this is a company that's been around for a long time. We all, you know, we all know the name Oracle. But to see it put up these kinds of forecast numbers as you point out, in terms of the backlog, in terms of the bookings for a business that is pretty well-known and understood, at least we thought is is surprising, right? So, Anurag, how how are you thinking about this? And and did it feel like it came out of left field when we knew they were building this business?\n\n02:14 Anurag\n\nYeah, no, we we we knew they were building this business, but to get this size of an order so early on, I mean, I I think that is really impressive. Largely because there are so many companies out there that don't want to do it in-house. In fact, they don't have the capital to do it in-house. So they are looking for hyperscale cloud providers to help them out. Um, you know, we're not seeing that same backlog growing for Amazon, for example, but Oracle is getting the same chips as, you know, one would argue some of the neo clouds are at this point. So, um, they are in the business of renting out their GPUs, bare metal computing, and I think that's really where a lot of the traction is for people who want to train their models, or they want to host their AI applications.\n\n03:07 Speaker A\n\nAnd I guess I want to get to that a little bit in terms of the competition here. Obviously, it's a very competitive field. There's a lot of demand for this type of commute and this compute and this type of infrastructure. Jackson, why is Oracle proving itself to be competitive here? You know, versus some of those other names that we watch within the hyperscalers?\n\n03:51 Jackson\n\nI think there are two reasons for this. Number one is a relentless focus on performance. And performance, um, just a fancy word for speed. and speed in the cloud means lower costs. So, I think Larry said on the on the call last night, if not last night on on some other earnings calls that if they are twice as fast, that means they are half the cost of their competitors. And so this relentless focus on performance is um is certainly a competitive advantage. You know, the other thing is, you mentioned, yeah, Oracle's what, 50 years old, but their Oracle Cloud infrastructure, the OCI business is not 50 years old. Right.\n\n04:47 Jackson\n\nSo, this business and specifically the business that they are building focusing on GPUs and artificial intelligence training and inference, they are a relatively new competitor. And so in this case, they almost have the benefit of being a disruptor whereas their competitors like Microsoft or um or Amazon or Google, they have this what I call Cloud 1.0, where a CPU-based cloud offering that they also have to manage. And Oracle's basically allowed to go all in on GPUs and AI in a way that their competitors just can't.","meta_canonical":null}

3. Robots.txt Check

Query:

Response:

4. Spam/Ban Check

Query:

Response:

5. Seen Status Check

ℹ️ Skipped - page is already crawled

📄

INDEXABLE

✅

CRAWLED

1 month ago

🤖

ROBOTS ALLOWED

Page Info Filters

Filter	Status	Condition	Details
HTTP status	PASS	`download_http_code = 200`	HTTP 200
Age cutoff	PASS	`download_stamp > now() - 6 MONTH`	1.3 months ago (distributed domain, exempt)
History drop	PASS	`isNull(history_drop_reason)`	No drop reason
Spam/ban	PASS	`fh_dont_index != 1 AND ml_spam_score = 0`	ml_spam_score=0
Canonical	PASS	`meta_canonical IS NULL OR = '' OR = src_unparsed`	Not set

Page Details

Property	Value
URL	https://finance.yahoo.com/video/oracle-ai-way-microsoft-google-150202346.html
Last Crawled	2026-03-07 07:50:11 (1 month ago)
First Indexed	2025-09-10 15:09:17 (7 months ago)
HTTP Status Code	200
Meta Title	Oracle can 'go all in' on AI in a way Microsoft & Google can't
Meta Description	Oracle (ORCL) stock is skyrocketing after the company's cloud infrastructure outlook wowed Wall Street. KeyBanc Capital Markets managing director and equity research analyst Jackson Ader and Bloomberg Intelligence analyst Anurag Rana discuss Oracle's competitive advantage and explain why strong artificial intelligence (AI) bookings are driving huge stock gains. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
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Boilerpipe Text	Oracle ( ORCL ) stock is skyrocketing after the company's cloud infrastructure outlook wowed Wall Street. KeyBanc Capital Markets managing director and equity research analyst Jackson Ader and Bloomberg Intelligence analyst Anurag Rana discuss Oracle's competitive advantage and explain why strong artificial intelligence (AI) bookings are driving huge stock gains. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts . 00:00 Speaker A the size of a company like Oracle, having a move like this is fairly extraordinarily, fairly unusual, fairly unusual to hear the size of forecast that we got from Oracle as well. Is this sort of an Nvidia moment for Oracle? 00:27 Jackson An Nvidia moment for Oracle. Not sure about an Nvidia moment for Oracle, but I do think that we need to put not just the stock movement um into perspective, but also the actual contractual fundamentals into perspective. Yeah, it's up 40%. That's a ton. It's adding hundreds of billions of dollars of market cap in a single day, but they booked in the last 90 days, or I guess, you know, the 90 days ended last quarter, 01:06 Jackson about 10% more than they had booked in business over the previous four full fiscal years. So it is a big stock movement, but it was also a massive bookings quarter, the likes that we have not seen, not just from Oracle, but from any other software vendors. 01:21 Speaker A I guess that's what I mean in terms of it being an Nvidia moment. In other words, this is a company that's been around for a long time. We all, you know, we all know the name Oracle. But to see it put up these kinds of forecast numbers as you point out, in terms of the backlog, in terms of the bookings for a business that is pretty well-known and understood, at least we thought is is surprising, right? So, Anurag, how how are you thinking about this? And and did it feel like it came out of left field when we knew they were building this business? 02:14 Anurag Yeah, no, we we we knew they were building this business, but to get this size of an order so early on, I mean, I I think that is really impressive. Largely because there are so many companies out there that don't want to do it in-house. In fact, they don't have the capital to do it in-house. So they are looking for hyperscale cloud providers to help them out. Um, you know, we're not seeing that same backlog growing for Amazon, for example, but Oracle is getting the same chips as, you know, one would argue some of the neo clouds are at this point. So, um, they are in the business of renting out their GPUs, bare metal computing, and I think that's really where a lot of the traction is for people who want to train their models, or they want to host their AI applications. 03:07 Speaker A And I guess I want to get to that a little bit in terms of the competition here. Obviously, it's a very competitive field. There's a lot of demand for this type of commute and this compute and this type of infrastructure. Jackson, why is Oracle proving itself to be competitive here? You know, versus some of those other names that we watch within the hyperscalers? 03:51 Jackson I think there are two reasons for this. Number one is a relentless focus on performance. And performance, um, just a fancy word for speed. and speed in the cloud means lower costs. So, I think Larry said on the on the call last night, if not last night on on some other earnings calls that if they are twice as fast, that means they are half the cost of their competitors. And so this relentless focus on performance is um is certainly a competitive advantage. You know, the other thing is, you mentioned, yeah, Oracle's what, 50 years old, but their Oracle Cloud infrastructure, the OCI business is not 50 years old. Right. 04:47 Jackson So, this business and specifically the business that they are building focusing on GPUs and artificial intelligence training and inference, they are a relatively new competitor. And so in this case, they almost have the benefit of being a disruptor whereas their competitors like Microsoft or um or Amazon or Google, they have this what I call Cloud 1.0, where a CPU-based cloud offering that they also have to manage. And Oracle's basically allowed to go all in on GPUs and AI in a way that their competitors just can't. MSG_NO_NEWS
Markdown	SOMETHING\_WENT\_WRONG [SKIP\_TO\_NAVIGATION](https://finance.yahoo.com/video/oracle-ai-way-microsoft-google-150202346.html#navigation-container) [SKIP\_NAVIGATION](https://finance.yahoo.com/video/oracle-ai-way-microsoft-google-150202346.html#nimbus-app) [SKIP\_DOCK](https://finance.yahoo.com/video/oracle-ai-way-microsoft-google-150202346.html#right-rail) ... [UPGRADE\_TO\_PREMIUM](https://finance.yahoo.com/about/plans/select-plan/?.done=https%3A%2F%2Ffinance.yahoo.com%2Fvideo%2Foracle-ai-way-microsoft-google-150202346.html&ncid=_1088_DCM-PARTNER_NATIVE_US_NoTargeting_HeaderEyebrow_YahooFinanceUsers___RightRail_Header-UpgradetoPaidSubscriptionButton__N_) [![Yahoo Finance Video](https://s.yimg.com/ny/api/res/1.2/nt5dGx4HiuaxJyO1G5ipxw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTIzMjtoPTQ4/https://s.yimg.com/os/creatr-uploaded-images/2020-12/02246f50-3412-11eb-bfdd-de89f8b3b8b8)](https://finance.yahoo.com/ "Yahoo Finance Video") # Oracle can 'go all in' on AI in a way Microsoft & Google can't [Yahoo Finance Video](https://finance.yahoo.com/author/yahoo-finance-video) AND [Julie Hyman](https://finance.yahoo.com/author/julie-hyman) September 10, 2025 IN\_THIS\_VIDEO: Oracle ([ORCL](https://finance.yahoo.com/quote/ORCL)) stock is skyrocketing after the company's cloud infrastructure outlook wowed Wall Street. KeyBanc Capital Markets managing director and equity research analyst Jackson Ader and Bloomberg Intelligence analyst Anurag Rana discuss Oracle's competitive advantage and explain why strong artificial intelligence (AI) bookings are driving huge stock gains. To watch more expert insights and analysis on the latest market action, check out more [Market Catalysts](https://finance.yahoo.com/videos/series/market-catalysts/). VIDEO\_TRANSCRIPT 00:00 Speaker A the size of a company like Oracle, having a move like this is fairly extraordinarily, fairly unusual, fairly unusual to hear the size of forecast that we got from Oracle as well. Is this sort of an Nvidia moment for Oracle? 00:27 Jackson An Nvidia moment for Oracle. Not sure about an Nvidia moment for Oracle, but I do think that we need to put not just the stock movement um into perspective, but also the actual contractual fundamentals into perspective. Yeah, it's up 40%. That's a ton. It's adding hundreds of billions of dollars of market cap in a single day, but they booked in the last 90 days, or I guess, you know, the 90 days ended last quarter, 01:06 Jackson about 10% more than they had booked in business over the previous four full fiscal years. So it is a big stock movement, but it was also a massive bookings quarter, the likes that we have not seen, not just from Oracle, but from any other software vendors. 01:21 Speaker A I guess that's what I mean in terms of it being an Nvidia moment. In other words, this is a company that's been around for a long time. We all, you know, we all know the name Oracle. But to see it put up these kinds of forecast numbers as you point out, in terms of the backlog, in terms of the bookings for a business that is pretty well-known and understood, at least we thought is is surprising, right? So, Anurag, how how are you thinking about this? And and did it feel like it came out of left field when we knew they were building this business? 02:14 Anurag Yeah, no, we we we knew they were building this business, but to get this size of an order so early on, I mean, I I think that is really impressive. Largely because there are so many companies out there that don't want to do it in-house. In fact, they don't have the capital to do it in-house. So they are looking for hyperscale cloud providers to help them out. Um, you know, we're not seeing that same backlog growing for Amazon, for example, but Oracle is getting the same chips as, you know, one would argue some of the neo clouds are at this point. So, um, they are in the business of renting out their GPUs, bare metal computing, and I think that's really where a lot of the traction is for people who want to train their models, or they want to host their AI applications. 03:07 Speaker A And I guess I want to get to that a little bit in terms of the competition here. Obviously, it's a very competitive field. There's a lot of demand for this type of commute and this compute and this type of infrastructure. Jackson, why is Oracle proving itself to be competitive here? You know, versus some of those other names that we watch within the hyperscalers? 03:51 Jackson I think there are two reasons for this. Number one is a relentless focus on performance. And performance, um, just a fancy word for speed. and speed in the cloud means lower costs. So, I think Larry said on the on the call last night, if not last night on on some other earnings calls that if they are twice as fast, that means they are half the cost of their competitors. And so this relentless focus on performance is um is certainly a competitive advantage. You know, the other thing is, you mentioned, yeah, Oracle's what, 50 years old, but their Oracle Cloud infrastructure, the OCI business is not 50 years old. Right. 04:47 Jackson So, this business and specifically the business that they are building focusing on GPUs and artificial intelligence training and inference, they are a relatively new competitor. And so in this case, they almost have the benefit of being a disruptor whereas their competitors like Microsoft or um or Amazon or Google, they have this what I call Cloud 1.0, where a CPU-based cloud offering that they also have to manage. And Oracle's basically allowed to go all in on GPUs and AI in a way that their competitors just can't. 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Readable Markdown	Oracle ([ORCL](https://finance.yahoo.com/quote/ORCL)) stock is skyrocketing after the company's cloud infrastructure outlook wowed Wall Street. KeyBanc Capital Markets managing director and equity research analyst Jackson Ader and Bloomberg Intelligence analyst Anurag Rana discuss Oracle's competitive advantage and explain why strong artificial intelligence (AI) bookings are driving huge stock gains. To watch more expert insights and analysis on the latest market action, check out more [Market Catalysts](https://finance.yahoo.com/videos/series/market-catalysts/). 00:00 Speaker A the size of a company like Oracle, having a move like this is fairly extraordinarily, fairly unusual, fairly unusual to hear the size of forecast that we got from Oracle as well. Is this sort of an Nvidia moment for Oracle? 00:27 Jackson An Nvidia moment for Oracle. Not sure about an Nvidia moment for Oracle, but I do think that we need to put not just the stock movement um into perspective, but also the actual contractual fundamentals into perspective. Yeah, it's up 40%. That's a ton. It's adding hundreds of billions of dollars of market cap in a single day, but they booked in the last 90 days, or I guess, you know, the 90 days ended last quarter, 01:06 Jackson about 10% more than they had booked in business over the previous four full fiscal years. So it is a big stock movement, but it was also a massive bookings quarter, the likes that we have not seen, not just from Oracle, but from any other software vendors. 01:21 Speaker A I guess that's what I mean in terms of it being an Nvidia moment. In other words, this is a company that's been around for a long time. We all, you know, we all know the name Oracle. But to see it put up these kinds of forecast numbers as you point out, in terms of the backlog, in terms of the bookings for a business that is pretty well-known and understood, at least we thought is is surprising, right? So, Anurag, how how are you thinking about this? And and did it feel like it came out of left field when we knew they were building this business? 02:14 Anurag Yeah, no, we we we knew they were building this business, but to get this size of an order so early on, I mean, I I think that is really impressive. Largely because there are so many companies out there that don't want to do it in-house. In fact, they don't have the capital to do it in-house. So they are looking for hyperscale cloud providers to help them out. Um, you know, we're not seeing that same backlog growing for Amazon, for example, but Oracle is getting the same chips as, you know, one would argue some of the neo clouds are at this point. So, um, they are in the business of renting out their GPUs, bare metal computing, and I think that's really where a lot of the traction is for people who want to train their models, or they want to host their AI applications. 03:07 Speaker A And I guess I want to get to that a little bit in terms of the competition here. Obviously, it's a very competitive field. There's a lot of demand for this type of commute and this compute and this type of infrastructure. Jackson, why is Oracle proving itself to be competitive here? You know, versus some of those other names that we watch within the hyperscalers? 03:51 Jackson I think there are two reasons for this. Number one is a relentless focus on performance. And performance, um, just a fancy word for speed. and speed in the cloud means lower costs. So, I think Larry said on the on the call last night, if not last night on on some other earnings calls that if they are twice as fast, that means they are half the cost of their competitors. And so this relentless focus on performance is um is certainly a competitive advantage. You know, the other thing is, you mentioned, yeah, Oracle's what, 50 years old, but their Oracle Cloud infrastructure, the OCI business is not 50 years old. Right. 04:47 Jackson So, this business and specifically the business that they are building focusing on GPUs and artificial intelligence training and inference, they are a relatively new competitor. And so in this case, they almost have the benefit of being a disruptor whereas their competitors like Microsoft or um or Amazon or Google, they have this what I call Cloud 1.0, where a CPU-based cloud offering that they also have to manage. And Oracle's basically allowed to go all in on GPUs and AI in a way that their competitors just can't.
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