Oracle has changed everything: AI Infrastructure is going nuclear with Inferencing (well beyond the $3-4tn TAM)
A watershed moment: Oracle's monumental $455bn RPO backlog (+359% yoy) is a once in a generation even and shows that the AI Investment Supercycle is not over
FYI: I will cover Oracle very soon given what I am about to write below. This is truly a once in a generation event that we are witnessing and Oracle has proven that it is at the center of the AI infrastructure, is powering everyone in this AI world and that AI Inferencing demand is even bigger than the already massive $3-4tn TAM we have currently.
The $3-4tn generational AI capex supercycle has just gone parabolic, learn how to invest in it in the most comprehensive deep dive below
We are living through one of the most profound technological revolutions in history, fueled by the explosive rise of artificial intelligence. What started as isolated breakthroughs has now erupted into a full-blown arms race, with the largest, most powerful, and best-capitalized companies the world has ever seen pouring hundreds of billions into AI infrastructure. This battle isn’t just about who has the best models, it's about raw computing power, energy, data, and the physical infrastructure behind it all.
I’ve just released my most important article to date, to understand and invest in the generational AI capex supercycle ($3-4tn over this decade).
The real winners will be the companies that build and power this new world. I’ve already published deep dives into 16 of the top beneficiaries of the AI boom (all of which you can find on the “AI & Data Centers” tab on my newsletter), and there’s a lot more coming over the next weeks and months.
Read and listen to this deep dive to discover: What is AI, why are we entering a Golden Age of AI, why investments are accelerating, all the companies exposed to this megatrend and how to play this once in a generation opportunity.
But Oracle’s Q1 results have just create a watershed moment, providing evidence that this supercycle is not only accelerating but experiencing a truly parabolic surge in demand for AI infrastructure.
AI Investment Supercycle: How to Invest in the $3-4tn Race
We are living through one of the most profound technological revolutions in history, fueled by the explosive rise of artificial intelligence. What started as isolated breakthroughs has now erupted into a full-blown arms race, with the largest, most powerful, and best-capitalized companies the world has ever seen
Oracle has shocked the world, this is a once in generation event we are witnessing
