Jin10 Data reported on September 10 that analysts at Mizuho Securities stated that Oracle dominates in three major areas of the artificial intelligence technology stack—Infrastructure, Database, and Application Layer—giving it a unique competitive advantage in the AI era. Currently, Oracle's AI data center infrastructure demand is strong, and its redesigned database can seamlessly connect enterprise data with leading large language models. Analysts pointed out: “This enables enterprises to combine private data with public data, thereby gaining secure, AI-driven insights—a capability few peers can match.” At the Application Layer, Oracle has begun using AI application generators to build software more quickly and efficiently, further strengthening its integrated technology stack advantage. Mizuho raised Oracle's target stock price from $300 to $350.
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