In the endless march of technology’s inexorable advance, one cannot help but feel, perhaps without reason or rhyme, the weight of artificial intelligence (AI) pressing down upon everything. Its form is strange-an abstract entity, a barely recognizable shape, like a shadow cast upon a distant, unreachable horizon. The companies that sit at the apex of this strange new world-the Nvidias, the Apples, the Amazons-have moved in lockstep with this unseen force. The idea that only five companies could stand on the precipice of joining a $2 trillion club feels almost absurd, yet here we are, standing at the edge of the inevitable.
One might ask, then, with a mixture of disbelief and reluctant curiosity, what place does Oracle have in this narrative? A company with a market cap of $899 billion, not even remotely within the same dimension as its trillion-dollar counterparts, yet somehow entwined in the same dance of progression, of acceleration, a dance they cannot escape from. Oracle, despite its modest valuation, has begun to stir, its growth inching upward as if in an act of sheer, inexplicable persistence, a forward march against all logic.
A Trusted Partner in an Ever-Strange World
It is not unknown, nor should it be, that Oracle counts nearly every member of the Global Fortune 500 among its clients. A strange and almost oppressive reality, where 98% of the world’s largest companies depend on Oracle’s services, its cloud, its database systems, its software-a service so ingrained in their systems that it almost feels as though it could never be extricated, even if one desired such an escape. Indeed, Oracle’s products and their cloud-based AI solutions are but another layer in this enormous, convoluted infrastructure.
Yet there is something troubling in this success. The company’s revenue for the first quarter of fiscal 2026, at $14.9 billion, represents a growth of 12%, while its adjusted earnings per share (EPS) crept upwards by 6%. But these numbers-are they truly enough? Wall Street had expected more. The figures, in their cold, impersonal rigor, tell a story of expectation unmet, of the gap between the corporate machinery and the unfeeling world of the market.
And yet, amidst this bureaucratic nightmare of expectations, Oracle reveals a secret-one that both unsettles and excites. The company’s remaining performance obligation (RPO), essentially its backlog, surged by 359%, reaching an unprecedented $455 billion. This was no small matter. The company pointed to several multi-billion-dollar contracts sealed in the quarter, yet even this revelation, like an unspoken agreement in a distant, faceless office, comes with the disturbing undertone of certainty. “We expect to sign several additional multi-billion-dollar customers,” CEO Safra Catz casually states, as if it were a mere formality, a paperwork shuffle yet to unfold in the maze of fiscal years.
What does this mean? Does it speak of growth, or does it signal the further tightening of this vast, suffocating web that Oracle has woven? Oracle’s cloud infrastructure (OCI) grew by 51% year-over-year, a rate that would be impressive in any other setting, yet here, it is only another cog in an overwhelming machine-against the backdrop of a market already too crowded, already too controlled. The company’s own projections for the coming years-78% growth in fiscal 2027, 128% in 2028, 56% in 2029, and even 26% in 2030-seem more like a hopeful mirage than anything resembling a definitive roadmap.
The Path to $2 Trillion: A Labyrinthine Journey
Oracle, like all great machines, is precise in its navigation through the increasingly convoluted labyrinth of AI. And perhaps that is the key to understanding its future. Oracle is uniquely positioned to serve the vast, swelling tide of AI migration, a current so powerful and all-encompassing that its edges cannot even be discerned. To think that this transformation will happen in mere years is naïve. No, it will take decades-if not longer-before the full weight of AI is absorbed, its impact felt in every sector, every part of the global enterprise.
Wall Street, in its infinite wisdom, forecasts Oracle’s revenue will hit $67 billion in fiscal 2026, giving the company a price-to-sales (P/S) ratio of about 13. Yet for Oracle to reach the $2 trillion market cap, it will need to pull off something far more elusive: generating $149 billion annually. A task that seems both so simple in its clarity and so impossible in its execution. But Oracle, with its cloud ambitions, seems intent on this goal, its projections driving it inexorably forward.
In this strange game of corporate survival, analysts predict a nearly 29% annual growth over the next five years. Should Oracle manage to reach this lofty target, a $2 trillion market cap may not be an impossibility-but a terrifying inevitability, realized long before 2030.
Meanwhile, Price Waterhouse Coopers (PwC) estimates that the AI market could reach as much as $15.7 trillion annually by 2030-a number that seems as abstract as it is terrifying. Yet Oracle, ever the patient participant in this bureaucratic charade, seems ready to carve out its own piece of this incomprehensible windfall. Therein lies the strange certainty of it all: with its calculated precision, Oracle is poised to enter the exclusive club of the truly untouchable, a club so strange that its membership is nearly incomprehensible, like the bureaucratic corridors through which one must pass to reach the top.
And so, in the end, Oracle’s journey to the $2 trillion threshold is not just one of financial growth-it is a journey toward an inevitability that is both fascinating and unsettling. It is the manifestation of the inexorable, the absurd, and the ever-looming prospect of corporate destiny.
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2025-10-21 10:08