# Oracle is a "Strong Buy," driven by surging cloud revenues and a massive AI-driven backlog, particularly from OpenAI.

*genai · news · 2026-04-21 · Seeking Alpha*

## Key points

- Oracle's cloud revenues have grown 44% year-over-year, reaching $8.9 billion this year.
- Cloud now comprises over 50% of Oracle's total revenue, with infrastructure cloud up 84% year-over-year.
- OpenAI is a significant driver behind Oracle's massive AI-powered backlog and current cloud momentum.
- Oracle raised full-year revenue guidance to $90 billion, citing confidence in sustained cloud demand.
- Management projects 20% revenue growth for Q4, indicating acceleration despite broader sector weakness.

**Companies:** Oracle
**Countries:** United States

[Read the full story on Seeking Alpha](https://seekingalpha.com/article/4892531-oracle-is-the-winner-from-the-openai-vs-anthropic-war)

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