Moody’s stuns with urgent call on Oracle’s future

Oracle’s  (ORCL) AI land grab has gotten a lot bigger over the past few weeks.

Just days after announcing a five-year, $300 billion deal to funnel 4.5 gigawatts of compute to OpenAI, Oracle’s pipeline isn’t just swelling; it’s locking in.

Moreover, its Remaining Performance Obligations (RPO) surged 359% year-over-year to $455 billion, with the management hinting that the figure will soon top the half-trillion mark.

That incredible scale has effectively reshaped Oracle’s balance sheet and its positioning in the AI narrative.