Oracle's AI Infrastructure Transformation -- From Database Giant to AI Powerhouse

Oracle is undergoing one of the most dramatic strategic pivots in enterprise tech history -- transforming from a legacy database company into an AI infrastructure titan. This module covers Oracle's $500 billion Stargate partnership with OpenAI, its $50 billion annual capex commitment, the explosive 84% YoY growth in cloud infrastructure revenue, and Larry Ellison's vision of Oracle as the only "full-stack AI company." Understanding this transformation is essential for answering "Why Oracle?" with real substance and showing you grasp the company's trajectory.