The American economy has produced the most precious companies in the world for over a century. United States Steel became the first company of $ 1 billion in 1901 and 117 years later in 2018, Apple became the first company to obtain an evaluation of $ 1 Billion.
Apple remains the largest company in the world with a market capitalization of 3.3 billions of dollars. But since 2018, several other American organizations have joined him in the billions of dollars club, including Microsoft,, Nvidia,, Amazon,, Alphabet,, Meta-platformsAnd Berkshire Hathaway. Tesla And Broadcom were also members until they recently underwent a sharp drop in stock prices.
I think that another company has the potential to cross the milestone of $ 1 billion in the years to come. Oracle(NYSE: Orcl) Operating some of the best data center infrastructure for the development of artificial intelligence (AI), and management directives suggest that this part of its activities could develop in the long term in the long term.
Oracle is estimated at $ 403 billion to date, investors who buy the action today could earn a huge gain of 148% if he joins the club of $ 1 Billion.
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There are two key phases involved in the development of an AI model: the training phase It is when a developer feeds the mountains of the data model so that it learns, and the inference phase is when the model accepts user inputs and generates answers (such as when you interact with a chatbot). Both require a substantial quantity of computing power, and most developers get it in companies like Oracle.
Oracle operates some of the best AI data centers in the world. They are equipped with advanced graphic processing units (GPU) of main suppliers like Nvidia and Advanced micro-apparentswhich are chips specially designed to manage the workloads of the AI. In fact, Oracle is currently building a group of 64,000 GPU Nvidia Blackwell GB 200 – not only the most powerful industry chip at the moment, but it will also be one of the largest clusters offered by any data center operator.
When the developers have access to more fleas, they can process more data, more quickly, and thus deploy many “smarter” AI models. But the scale is not the only advantage of Oracle, because its randomness random memory (RDMA) memory network technology allows data to go from one point to another much faster than traditional Ethernet networks. Since developers generally pay the computer capacity per minute, this can cause significant cost savings.
Oracle opened its 101st Data Center Cloud Region during its third quarter of the 2025 financial year (completed on February 28), but the request continued to considerably exceed the offer. In fact, President Larry Ellison said that the use of the GPU for AI training alone had climbed 2444% astounding in the past 12 months, and the company also notes a “huge” demand for inference workloads.
The CEO of Nvidia, Jensen Huang, thinks that the new generation AI reasoning models, which spend more time “reflect” before responding to responses, will consume 100 times more computing power than their predecessors. Consequently, the demand for data center capacity for inference workloads is only reheating, so it is not surprising that Oracle wants to pass its footprint between 1,000 and 2,000 long -term cloud regions.
In other words, Oracle could possibly have more than 10 times more data centers in operation than today.
Oracle generated $ 14.1 billion in total income during the third quarter of the 2025 financial year, but the Oracle Cloud Infrastructure (OIC) segment (where the company represents its IA data centers) only represented $ 2.7 billion in this figure.
However, although the total turnover of Oracle increased by 6% from one year to the next, OIC revenues increased by 49%, making it the fastest part of the organization by a large margin. The OIC company would increase even faster if it had enough data centers to meet demand, which is why the company expects that income growth is accelerating considerably as more capacity is online.
The CEO of Oracle Safra Catz expects OIC revenues to increase more than 50% for full 2025 financial year (ending on May 31), with an even faster growth rate in cards for financial year 2026.
To end the Future potential of Oracle, the remaining performance obligations of the Company (RPOS) climbed 63% to a record summit of $ 130 billion (in all corporate segments) during the third quarter. The RPOs are like an order backwards which should convert to income in the future, and Larry Ellison said that the request for training capacity in AI and the workloads in inference were large engines of the overvoltage of the quarter.
Oracle generated $ 4.26 of profit per share (BPA) in the last four quarters, which places its shares at a price / profit ratio (P / E) of 33.8. This is almost equal to the assessments of other AI cloud companies like Microsoft and Amazon, so the stock is not necessarily cheap, not more expensive:
However, the consensual estimate of Wall Street (provided by Yahoo!) suggests that Oracle could deliver $ 6.78 in EPS during the financial year 2026 (which begins in June 2025). This places its stock at a P / E ratio
If this scenario takes place, it would increase the evaluation of Oracle to $ 640 billion. From there, the company could reach the club of $ 1 Billion within five years if it increases its BPA by only 9.3% per year. I think this is very feasible for two reasons: first, the estimated BPA of the company 2026 represents a growth of 13%, and second, the management provides for an accelerated income growth, led by OIC activity.
Oracle data centers are counting strongly on automation, which reduces labor and other operating costs. Consequently, the company provides for the increase in beneficiary margins while OIC activity continues to develop, which will increase its overall EPS. Remember that Oracle plans to develop its data center footprint more tenfold From there, which could stimulate the growth of long -term explosive profits.
Therefore, I think that Oracle has a clear path to reach the club of $ 1 Billion in the coming years, and its stock could be an excellent addition to any diverse wallet.
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Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool’s. John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool’s. Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. Anthony Di Pizio Has no position in the actions mentioned. The Motley Fool has positions and recommends micro advanced devices, alphabet, Amazon, Apple, Berkshire Hathaway, Meta Platforms, Microsoft, Nvidia, Oracle and Tesla. The Motley Fool recommends Broadcom and recommends the following options: Long January 2026 395 $ calls Microsoft and short January 2026 405 $ calls Microsoft. The Word’s madman has a Disclosure policy.
