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 recent report that the fervent demand for AI graphics processing units has led to a significant turning point in Oracle's growth trajectory and may help Oracle penetrate more high-margin businesses, such as databases, storage, and software applications. As Oracle's existing customer base expands, the cloud revenue structure will naturally shift towards higher-value, repeatable workloads, thereby driving an increase in gross margins. Panigrahi expects that Oracle's market value could exceed $1 trillion in the coming years, but to achieve this goal, the company must demonstrate to investors its ability to expand its customer base, master enterprise-level AI workloads, and most critically, explain how it will raise funds to support its massive infrastructure needs