Momentum estratégico de Oracle en la nube y IA: una oportunidad de compra para el crecimiento a largo plazo

Oracle's recent financial and strategic moves have painted a compelling picture for investors willing to look beyond short-term volatility. The company's cloud business is accelerating at a pace that outstrips even its most optimistic projections, while its AI-driven transformation is positioning it as a critical player in the next phase of enterprise software. Let's break down why this is a buy opportunity for the long haul.

Cloud Growth: A Rocket Ship with Legs

, while
. This momentum continued into Q2 2026, with cloud infrastructure revenue jumping 68% to $4.1 billion,
according to Q2 2026 financial results. These numbers aren't just impressive; they're indicative of a structural shift. , up 438% year-over-year,
signaling a pipeline of future revenue that dwarfs its current output.

The key here is execution. Oracle isn't just selling cloud capacity-it's building a platform that integrates AI into enterprise workflows.
The launch of the , which allows customers to blend generative AI with their data and applications, is a game-changer. This isn't incremental innovation; it's a redefinition of how enterprises interact with their data.

AI Strategy: Aggressive, Risky, and Rewarding

Oracle's AI bets are nothing short of audacious.
on capital expenditures in fiscal 2026, with a significant chunk allocated to AI superclusters and new cloud regions. , five-year contract with OpenAI and a partnership with NVIDIA to power its AI infrastructure
underscore its commitment to leading the generative AI revolution.

Critics argue that Oracle's debt-fueled spending spree is unsustainable, and they're not wrong.
, and its stock dropped 15% after Q2 earnings due to concerns over ROI timelines. But let's not confuse prudence with paralysis. . For investors with a multi-year horizon, this is a calculated risk worth taking.

Investor Sentiment: Correction as Opportunity

The recent stock sell-off has created a buying window. Oracle's shares, down from their September 2025 peak,
according to financial reports. This correction isn't a red flag-it's a reality check. The market is fatigued by the "AI trade" hype, but Oracle's fundamentals remain robust.
.

Moreover, Oracle's strategic pivot to cloud and AI has attracted heavyweights like Accenture and PwC, which are investing in its ecosystem
according to Oracle's announcement. These partnerships validate Oracle's vision and reduce execution risk. The challenge now is converting RPO into recurring revenue-a task the company is well-positioned to handle given its track record of disciplined contract management.

The Buy Case: Balancing Risks and Rewards

Oracle isn't for the faint of heart. Its AI and cloud strategy is , and the path to profitability is longer than some investors would prefer. But for those who can stomach the volatility, the rewards are substantial. The company's is now a top-three player in the market, and its AI platform is a differentiator in an era where data is the new oil.

The key metrics to watch are RPO conversion rates and the efficiency of AI infrastructure spending. , . The recent pullback has priced in many of the risks, making this a rare entry point for a company with both scale and vision.

Conclusion

Oracle's strategic cloud and AI momentum is a masterclass in long-term thinking. While the are real, the company's ability to innovate, scale, and secure high-margin contracts positions it as a cornerstone of the enterprise software transformation. For investors who can look beyond quarterly earnings and focus on the AI-driven future, Oracle is a buy.