Oracle's Stock Rockets 3.39% Amid AI Ambitions and Secure Tech Advances

On May 1st, Oracle (ORCL) saw a stock surge of 3.39%, marking its highest price since March 2025. This notable performance highlights the ongoing momentum for the software giant.

Recently, Oracle International Corporation applied for a patent titled "System and Method for Operating Multiple Logical Security Elements on Same Secure Hardware," published under CN119866489A, with a filing date of September 2023. This technology addresses the operation of multiple logical security elements (LSEs) on the same physical secure element (SE) hardware, allowing for secure access to multiple security services from different providers without requiring multiple physical slots. Potential applications include running multiple logical SIM cards on a single physical SIM card or UICC.

In related developments, Oracle has made headlines for its involvement in a high-profile artificial intelligence plan known as "Stargate," alongside OpenAI, and SoftBank. This initiative is set to invest $500 billion in AI data centers across the U.S., with Oracle among the initial investors contributing $100 billion. The ambitious project aims to bolster America's leadership in artificial intelligence, with the potential to create numerous new jobs, many associated with data center construction.

The collaboration is a continuation of Oracle's strategic moves in the AI sector, coming after their significant deal with OpenAI to run workloads on Oracle's data center infrastructure, despite their relatively smaller market share compared to giants like Microsoft Azure. This partnership highlights Oracle's ambition to expand its capabilities in AI infrastructure by leveraging governmental and technological collaborations through the "Stargate" initiative.

Oracle's involvement in "Stargate" and its technological advancements signify the company's commitment to maintaining a competitive edge in the rapidly evolving AI landscape. As Oracle continues to make strategic investments in artificial intelligence and secure hardware technologies, it positions itself as a pivotal player in the ongoing tech race, potentially setting new standards for innovation and collaboration.