On October 17, 2025, Oracle suffered a significant drop in its stock price. Its shares plummeted 7% in the first three quarters, marking its worst day since January. The reason? An air of uncertainty among investors and analysts regarding the company's ambitious growth target based on artificial intelligence. That same week, at its Oracle AI World 2025 event in Las Vegas, the company presented a projection that left many pondering: they expect to reach $166 billion in cloud revenue by 2030, a figure almost ten times greater than the estimated $18 billion for 2026.

This ambition implies annual growth exceeding 31% per 1,300,000 USD, a rate that places Oracle in a league reserved only for the boldest and most revolutionary startups. But while the plan is impressive, it hasn't entirely convinced Wall Street. The company benefits from the unstoppable boom in AI infrastructure. For example, its Oracle Cloud Infrastructure (OCI) has experienced annual growth of 50% per 1,300,000 USD, and there are currently orders backlogs worth $97 billion. However, the high price of its shares relative to its earnings, along with the risks seen on the short-term horizon, have raised doubts about the feasibility of achieving such high numbers in the coming years.

However, not everyone sees this setback as a tragedy. Some analysts view this drop as an opportunity for long-term investors, aware that Oracle remains a giant in AI infrastructure and is also investing heavily in technologies that impact strategic sectors such as finance.

At the conference, Oracle focused on how artificial intelligence is deeply integrated across all its platforms, from databases to enterprise applications. They presented innovations that not only sound good in theory but are already making a difference in various global businesses. Furthermore, they underscored their commitment to a secure and fast cloud capable of meeting the growing demands of AI, positioning themselves as a key player in the ongoing technological revolution.

Is Oracle the next big success story in the age of artificial intelligence? Only time will tell, but what is certain is that the path they have forged has everyone watching and waiting with anticipation.