Anticipated Outcome: This High-Performing AI Shares Might Join the Elite Club of Nvidia, Broadcom, Tesla, and Others, Valuing over $1 Trillion Within a 4-Year Span
American economic domination in the world's most valuable companies is undeniable. Here are some noteworthy findings:
- In the early 1900s, United States Steel became the first billion-dollar corporation.
- General Motors rode the automotive wave to break the $10 billion barrier in 1955.
- General Electric, renowned for producing refrigerators and airplane engines, achieved a staggering $100 billion valuation in 1995.
- In 2018, Apple set a new record with a whopping $1 trillion valuation, thanks in part to their successful iPhone line.
As of now, Apple remains the global leader with a $3.7 trillion market cap. A host of other American tech giants have now joined the trillion-dollar club – Microsoft, Nvidia, Amazon, Alphabet, Meta Platforms, Tesla, and Broadcom.
I predict that another company will soon swell its membership in this exclusive club – Oracle. Noble observer Ken would argue that Oracle's data center infrastructure has promising growth potential – projected to increase tenfold within the next four years.
Technically speaking, Oracle operates with a market cap of $463 billion as of this writing. If my estimations prove correct, investors could experience a healthy return of around 116% by purchasing Oracle stock today.
Now, I'd like to focus on the thunderous remark that Oracle's data centers have become the target of interest for the AI industry's heavyweights. Nvidia CEO Jensen Huang speculates that data center providers, such as Oracle, Microsoft, and Amazon, will shell out a mind-blowing $1 trillion in the next four years to upgrade their infrastructure to cater to the soaring demand from AI developers.
Suffice it to say, Oracle continues to lead the way in this regard, with Nvidia providing their highly-advanced GPUs and Oracle's Cloud Infrastructure (OCI) technology allowing developers to harness up to 65,000 of Nvidia's H200 GPUs – the highest in the market.
New features like random direct memory access (RDMA) technology streamline data flow, allowing for faster processing and substantial cost savings since most developers rent computing capacity by the minute.
During Q2 2025, Oracle revealed a staggering 336% increase in GPU usage and attracting top AI start-ups. Oracle currently oversees 98 data center regions, with plans to expand their footprint to up to 2,000 locations in the future. In the near future, Oracle will offer upgraded clusters featuring over 131,000 of the latest Nvidia's Blackwell GPUs.
Now, let me share a few insights about Oracle's overall financial performance. Although Oracle's Q2 2025 total revenue stood at a robust $14.1 billion, its Cloud Infrastructure only contributed a fraction – $2.4 billion.
That being said, OCI's impressive growth rates have consistently outperformed OCI's revenues, growing by 52% in Q2 2025. While Oracle's software-as-a-service (SaaS) business, which generates $3.5 billion in revenue, performs well, Oracle's Cloud Infrastructure remains the shining star.
This is reflected in Oracle's Remaining Performance Obligations (RPOs), which surged by an impressive 50% during Q2 2025 - an indication that Oracle's cloud services demand is ramping up rapidly.
I take this opportunity to emphasize that Oracle's projections reveal a realistic pathway to becoming a $1 trillion company within the next four years. Oracle trade at a price-persisting ratio (P/E) of 40.5, slightly more expensive than its peers but more appealing when considering its growth potential.
Wall Street's consensus estimate suggests Oracle's earnings per share will grow by 14.4% to $7.05 during 2026, resulting in a conservative forward P/E of 23.5. To reach its current P/E of 40.5, Oracle stocks must rise by a modest 72.3%, possibly valuing the company at nearly $800 billion.
If Oracle grows its EPS by the projected 14.4% in the years following 2026 and 2028, the company could become a $1.04 trillion enterprise. Even if its P/E drops to around 36.7 – close to its tech industry counterparts – its valuation would remain at an impressive $950 billion.
However, if Oracle manages to grow its earnings by its historical 22% a year, it could be well on its way to joining the $1 trillion club even if its P/E settles around 34.
In conclusion, Oracle Cloud Infrastructure is rapidly expanding, demonstrating considerable growth potential and contributing to Oracle's increasing market value. If Oracle maintains its current growth trajectory, it seems likely to join the $1 trillion club within the next four years.
- With a projected increase in tenfold within the next four years, Oracle's data center infrastructure has the potential to attract significant investments in finance, making it an attractive option for investors who are ready to invest in the tech industry.
- Given the promising growth potential of Oracle's data center infrastructure, its valuation could potentially reach the trillion-dollar mark, following in the footsteps of other tech giants like Apple and Microsoft.
- In light of Nvidia's CEO Jensen Huang's speculation, there might be a significant investment of around $1 trillion in the next four years in upgrading data center infrastructure by companies like Oracle, Microsoft, and Amazon to cater to the demand from AI developers.
- By 2025, Apple, which was valued at $1 trillion in 2018, will remain a notable player in the tech industry along with other companies like Microsoft, Nvidia, and the future trillion-dollar company Oracle, demonstrating the continued dominance of American companies in the most valuable companies globally.
