Mizuho: It is expected that Oracle's market value will exceed $1 trillion in the coming years

Mizuho Securities analyst Siti Panigrahi pointed out in a report that Oracle has seen a turning point in its growth trajectory due to the surge in demand for AI graphics processors, potentially entering a high-margin business. As the customer base expands, cloud revenue will shift towards higher-value workloads, driving an increase in gross margins. Panigrahi expects Oracle's market value to exceed $1 trillion in the coming years, but it needs to prove its ability to expand its customer base and raise funds