The year 2025 will be remembered as the moment Oracle stunned the world with one of the most spectacular stock market surges in its history. Once overshadowed by AWS, Microsoft Azure, and Google Cloud, the tech company saw its shares jump more than 36% after announcing a cloud contract portfolio worth nearly $500 billion.
The momentum stems from the convergence of artificial intelligence and cloud computing. At a time when AI demands increasingly powerful infrastructure, enterprises are seeking providers that can deliver not only scalability but also security and data sovereignty. Leveraging its expertise in critical databases and its hybrid approach to public and private clouds, Oracle has placed itself at the center of this demand.
But Oracle is doing more than renting servers or selling cloud space. The company is embedding AI into its own products, from Oracle Database to enterprise management solutions. This integration amplifies the perceived value of its services by offering process automation, cost reduction, and faster decision-making.
The Oracle case demonstrates a multiplier effect: AI not only drives demand for infrastructure but also revalues those who control the critical applications running on top of it. After years of being seen as a legacy player, Larry Ellison’s company has successfully repositioned itself as a strategic leader.
The implications are global. Cloud and AI are now stock market engines, capable of shifting indices and redefining industry rankings. Oracle’s revaluation serves as a reminder that adaptability is key: even companies perceived as traditional can leap to the forefront if they execute the right strategy at the right time.
The market’s message is clear: artificial intelligence has moved from promise to real capital. With its aggressive bet on cloud contracts and AI integration, Oracle demonstrates that reinvention is possible—and that the future belongs to those who can scale technology for business advantage.
Source: El País – Oracle’s historic stock market surge after announcing nearly $500B in cloud contracts powered by AI