Oracle shares jumped 6.63% on Dec. 22 2025 on AI cloud growth forecast and strategic alliances.

Oracle’s shares jumped 6.63% in pre-market trading on Dec. 22, 2025, signaling renewed investor confidence in the tech giant’s strategic initiatives. The surge follows a bold forecast for its AI-driven cloud business, which has positioned the company as a formidable player in the high-stakes race for AI dominance.

Oracle CEO Safra Catz highlighted the signing of four multi-billion-dollar contracts during the fiscal first quarter, boosting backlog to $455 billion—four times the prior year’s figure. The company projected a 77% revenue increase for Oracle Cloud Infrastructure in the current fiscal year, with ambitions to reach $144 billion in cloud revenue by 2030. These figures underscore Oracle’s aggressive expansion plans and its ability to secure long-term partnerships in the AI infrastructure space.

Strategic partnerships further bolster Oracle’s momentum. A collaboration with OpenAI to develop 4.5 gigawatts of U.S. data center capacity, supported by Project Stargate, and the integration of GPT-5 into its applications, signal Oracle’s commitment to AI innovation. Additionally, the company’s pipeline of upcoming data centers and AI database services aims to solidify its competitive edge against cloud rivals.

With a backlog significantly outpacing Google’s and a clear roadmap for AI-driven growth, Oracle’s stock rally reflects market anticipation of its potential to disrupt the cloud computing landscape. The company’s focus on scalable infrastructure and strategic alliances continues to attract investor attention as it navigates the evolving AI ecosystem.