Oracle predicts that the prosperity of artificial intelligence will last at least until 2027, with stock prices rising by 8%.

The prediction from the oracle bones on Tuesday stated that the robust development of the artificial intelligence data center will drive its revenue to exceed Wall Street's expectations in 2027, causing its stock price to rise by 8.3% in after-hours trading. This result helps alleviate investors' concerns about Oracle spending billions to advance artificial intelligence computing without quickly generating profits. Oracle has significantly shifted its focus, beginning to build data centers for partners like OpenAI and Meta while also downsizing and using smaller engineering teams and artificial intelligence coding tools to launch new software for its long-term large enterprise customer base. Remaining performance obligations are a key indicator of future contract revenue, with third-quarter remaining performance obligations growing by 325% from last year to $553 billion, higher than the $540.37 billion estimated by four Visible Alpha analysts. Oracle's previous quarter RPO was $523 billion. The company said in a statement that much of the growth in this quarter's RPO is related to large-scale artificial intelligence contracts, with Oracle borrowing heavily in these contracts, "anticipating no need to raise any incremental funding." The company also raised its revenue expectations for the 2027 fiscal year to $90 billion, higher than analysts' expectations of $86.6 billion. eMarketer analyst Jacob Bourne said, "Oracle's performance this quarter is a surprise and a stress test for the artificial intelligence industry." As the leading enterprise with the most debt in the artificial intelligence infrastructure sector, Oracle is the canary in the coal mine, and this report indicates that the potential health of artificial intelligence spending goes beyond mere speculation."