Powering Oracle's Cloud Expansion
Oracle's landmark $30 billion cloud contract requires a massive build-out of data centers and AI infrastructure. Our analysts have identified the key suppliers of servers, semiconductors, and networking hardware that are essential for this expansion and positioned to benefit directly.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Super Micro Computer, Inc.
SMCI
Current price
$45.37
As a leading provider of high-performance servers optimized for AI, Super Micro Computer is a prime candidate to supply the hardware for Oracle's new ...
As a leading provider of high-performance servers optimized for AI, Super Micro Computer is a prime candidate to supply the hardware for Oracle's new data centers.
Vertiv Holdings Co
VRT
Current price
$133.07
Specializes in critical power and thermal management solutions, which are essential for operating the high-density, energy-intensive data centers Orac...
Specializes in critical power and thermal management solutions, which are essential for operating the high-density, energy-intensive data centers Oracle needs to build.
Dell Technologies Inc
DELL
Current price
$138.28
Dell is a major provider of the servers and storage systems that form the backbone of the large-scale data centers Oracle will construct for this cont...
Dell is a major provider of the servers and storage systems that form the backbone of the large-scale data centers Oracle will construct for this contract.
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About This Group of Stocks
Our Expert Thinking
Oracle's massive cloud contract creates a direct opportunity for companies in the technology supply chain. As Oracle rapidly expands its data center footprint, these carefully selected suppliers of critical components and infrastructure should see increased demand and revenue growth.
What You Need to Know
This theme represents a tactical, event-driven investment opportunity tied to a specific corporate growth cycle. The companies span the full data center supply chain, from server manufacturers and storage providers to networking equipment and power management systems.
Why These Stocks
Each company in this collection provides essential technologies or components for modern AI-powered data centers. They were selected based on their strategic positioning to capture a significant portion of Oracle's infrastructure spending as it fulfills this landmark contract.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+13.40%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 13.4% over the next year.
Stocks Rated Buy by Analysts
12 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Follow the Money Flow
Oracle's $30 billion cloud contract creates a direct pipeline of spending to these suppliers. When a tech giant opens its wallet this wide, the ripple effects across the supply chain can be substantial.
Hidden Tech Opportunity
While everyone focuses on Oracle itself, these essential suppliers often fly under the radar. They're the companies actually building the infrastructure that makes cloud expansion possible.
AI Infrastructure Boom
This Oracle deal is part of a larger trend as companies race to build AI-capable data centers. These stocks aren't just tied to one contract, but to the entire wave of AI infrastructure investment.
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