
Gomu Gomu No Rocket: Oracle's Launch!
Hey it's me Luffy! I heard some people talking about Oracle. Apparently they're making lots of money and growing really fast kinda like my appetite after a good fight! They beat expectations with $1.70 earnings per share (adjusted) against an expected $1.64. And their revenue? A whopping $15.9 billion when everyone thought it would be $15.59 billion. Shishishi! They are on FIRE!! That's more meat on the bone than I could eat in a week!
Kaizoku Ou Ni Ore Wa Naru! Cloud is the New Treasure!
So the secret sauce is this 'cloud' thingy. It's like a big fluffy island in the sky where they store all sorts of stuff. Oracle's cloud infrastructure is growing faster than Zoro gets lost! They say it's gonna jump over 70% in 2026. That's like me stretching my arm all the way to Wano Country! Even their CEO some lady named Safra Catz says they'll make over $67 billion in 2026. That's enough money to buy all the meat in the world! And surpass their own target of 104 billion revenue in fiscal year 2029. Unbelievable!
Nakama Power! Partnering Up!
Apparently Oracle isn't doing this alone. They're teaming up with some big shots like Cleveland Clinic G42 (whatever that is) and even IBM! It's like forming an alliance to take down Kaido but instead of punching dragons they're building AI stuff for healthcare. Smart move! And speaking of teaming up SoftBank bought a chip company backed by Oracle for $6.5 billion. Sounds like a strong crew!
Gear Fourth! Insatiable Demand!
Oracle's co founder Larry Ellison said the demand for their cloud stuff is 'almost insatiable.' He even said he's 'never seen anything remotely like this.' It's like everyone suddenly wants my Gomu Gomu no Mi powers! They even got an order for ALL their available cloud capacity! That's like someone ordering all the food in the Grand Line! I'm jealous!
Meat Meat and More Meat: Capex Explosion!
To keep up with all this craziness Oracle is spending tons of berries... I mean money! Their capital expenditures for 2025 were over $21 billion compared to less than $7 billion the previous year. And they're planning to spend even MORE in the new year over $25 billion! That's like buying a whole island made of meat! Even with cutting costs they have to spend that much. Crazy.
To the Future! The One Piece of Cloud!
So there you have it! Oracle's cloud business is booming like Sanji's cooking after finding an All Blue ingredient! They're making tons of money partnering with everyone and spending like pirates! Shishishi! I bet this 'cloud' thing is the next big treasure of the Grand Line! Now if you'll excuse me I'm off to find some meat and maybe learn more about this 'cloud' stuff. I gotta be King of the Pirates and master of the clouds!
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