# Microsoft (MSFT) and Oracle (ORCL) have both emerged as major players, but in very different ways.

*business · news · 2026-04-06 · Markets Insider*

## Key points

- Oracle's Remaining Performance Obligation backlog has reached approximately $553 billion, ensuring future revenue visibility.
- Oracle's cloud infrastructure business is growing at over 60%, fueled by contracts with OpenAI and xAI.
- Oracle is investing nearly $50 billion in data centers, significantly increasing its debt and cash flow pressure.
- Analysts project Oracle stock could rise over 68% by 2026, outpacing Microsoft's projected 56% upside.

**Companies:** Microsoft, Oracle
**Countries:** United States

[Read the full story on Markets Insider](https://markets.businessinsider.com/news/stocks/oracle-vs-microsoft-which-cloud-giant-is-the-better-ai-play-for-2026-1035997603)

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