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Oracle’s Stock Soars After $30 Billion Cloud Agreement Disclosed in Historic Deal

Oracle

Business Honor
08 July, 2025

Oracle’s $30 billion cloud deal boosts AI infrastructure, signaling strong future growth and innovation.

Oracle Corp.'s shares jumped 4% to an all-time high of $218.63 on Monday after a major regulatory filing disclosed a historic cloud computing agreement. The agreement, which will bring in over $30 billion in yearly revenue from FY28, is a milestone in Oracle's transition towards AI infrastructure and cloud offerings.

In a Securities and Exchange Commission (SEC) filing, Oracle CEO Safra Catz said she was optimistic about the company's course, saying that Oracle is "off to a strong start in FY26." Catz also said, "Our MultiCloud database revenue continues to grow over 100%, and we signed multiple large cloud services deals, including one that is projected to add over $30 billion on an annual basis beginning in FY28.

Though Oracle did not identify the customer for the deal, rumors abound that it is linked to OpenAI and SoftBank's $500 billion Stargate venture. The ambitious venture is designed to create a worldwide network of AI data centers. Oracle's founder Larry Ellison had earlier dropped hints that the company was close to finalizing a deal with Stargate. The $30 billion transaction is nearly double the $10.3 billion Oracle saved from its data center business in FY25. While this transaction won't affect Oracle's guidance for FY26, analysts are interpreting it as a strong sign of increasing demand for cloud and AI infrastructure.

Oracle's shares in 2024 jumped more than 33% fueled by robust earnings, cloud growth, and strategic AI partnerships. Oracle's recent deals with IBM and the Stargate venture, as well as its latest agreement with Chinese e-commerce giant Temu, show it is increasingly globalizing and positioning itself to capitalize on the AI boom. As the surging demand for AI processing capabilities increases, Oracle is at the forefront of the digital transformation wave.