Oracle Corporation has catapulted into the center of the artificial intelligence (AI) race with a landmark $300 billion cloud infrastructure deal with OpenAI, positioning itself as the new backbone of AI computing. The agreement, which spans five years starting in 2027, is one of the largest cloud contracts in history and has already helped Oracle lock in a record $455 billion in remaining performance obligations (RPO). This unprecedented backlog of contracted revenue reflects surging demand from major AI players including Meta, xAI, NVIDIA, and AMD. Oracle’s management believes its cloud infrastructure revenue will grow more than tenfold over the next four years, with expectations of $114 billion in revenue by fiscal 2029. While investors are electrified—evident in the 43% one-day share price surge—this AI-fueled transformation is a double-edged sword. With a concentrated revenue stream and massive capital outlays, Oracle’s future now hinges squarely on sustained AI adoption and successful infrastructure execution at scale.