Part 9/12:
He also sees Oracle’s selloff as overdone. Oracle is well-positioned with a substantial install base and plans to capitalize on AI, with expected growth accelerating from 17% to possibly over 45%. The market’s discounting of future AI buildout remains overly conservative, providing a ripe opportunity for investors.
The Critical Transition: Infrastructure to Monetization
Summing up, Ives underscores that 2026 will be the critical inflection point—marking a shift from the infrastructure-heavy phase, where companies pour capital into building AI capacity, into a phase where AI starts to deliver real financial returns.