Oracle's recent surge proves AI is revolutionizing enterprise cloud spending. These carefully selected companies represent the entire AI infrastructure supply chain — from chips to networking to security — all positioned to ride the same powerful wave.
Published on July 1
Oracle's surge shows enterprises are just beginning to ramp up AI spending. This creates a multi-year tailwind for every company building the infrastructure that makes AI possible.
While everyone watches Amazon, Microsoft, and Google, these specialized players are quietly providing the essential tech that powers the entire AI revolution—often with greater growth potential.
Professional analysts are rapidly upgrading companies in this space as the enterprise AI spending boom accelerates, creating momentum that smart investors won't want to miss.
Oracle's 41% jump in future revenue signals a massive AI-driven spending wave across enterprise cloud infrastructure. This isn't just about one company — it's about the entire ecosystem of businesses building and securing the foundation for the AI revolution.
This collection spans the complete AI infrastructure supply chain: semiconductor makers, server manufacturers, network providers, data center operators, and security specialists. These companies provide the essential hardware, software, and services powering AI cloud growth.
Each company occupies a strategic position in the AI and cloud value chain. They're carefully selected for their exposure to the same enterprise spending surge that's propelling Oracle forward, offering a diversified approach to capitalizing on this powerful secular growth trend.
Interpretation of market capitalisation for a stock basket, highlighting large-cap dominance and investor takeaways.
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On average, analysts expect assets in this group to grow 12.04% over the next year.
12 of 16 assets in this group are rated Buy by professional analysts.
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