Oracle, the largest 'Chinese Cloud' in America, surges on 100% RPO growth forecast
kevinsxu · x · 2026-10-01
Kevin Xu revisits his thesis that Oracle is effectively the largest "Chinese Cloud" in America (Overseas Chinese Infrastructure), as many Chinese companies going global run on OCI.
Key facts: after Oracle's Q4 2025 earnings, the stock jumped over 20% in two days, briefly making Larry Ellison the world's second-richest person behind Musk. Oracle forecasts a 100% jump in RPO — contracted future revenue — driven by AI infrastructure buildout, excluding the still-undefined Stargate project. A less-noticed real revenue source comes from an unexpected customer base (paywalled detail: Chinese companies abroad).
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