{"id":198207,"date":"2026-03-22T07:46:00","date_gmt":"2026-03-22T11:46:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/22\/meet-the-red-hot-artificial-intelligence-ai-infrastructure-stock-that-has-crushed-oracle-with-115-gains-in-a-year-it-is-still-worth-buying-hand-over-fist\/"},"modified":"2026-03-22T09:05:18","modified_gmt":"2026-03-22T13:05:18","slug":"meet-the-red-hot-artificial-intelligence-ai-infrastructure-stock-that-has-crushed-oracle-with-115-gains-in-a-year-it-is-still-worth-buying-hand-over-fist","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/22\/meet-the-red-hot-artificial-intelligence-ai-infrastructure-stock-that-has-crushed-oracle-with-115-gains-in-a-year-it-is-still-worth-buying-hand-over-fist\/","title":{"rendered":"Meet the Red-Hot Artificial Intelligence (AI) Infrastructure Stock That Has Crushed Oracle With 115% Gains in a Year. It Is Still Worth Buying Hand Over Fist."},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MSFT\/pressreleases\/885917\/meet-the-red-hot-artificial-intelligence-ai-infrastructure-stock-that-has-crushed-oracle-with-115-gains-in-a-year-it-is-still-worth-buying-hand-over-fist\/\">Meet the Red-Hot Artificial Intelligence (AI) Infrastructure Stock That Has Crushed Oracle With 115% Gains in a Year. It Is Still Worth Buying Hand Over Fist.<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MSFT\/pressreleases\/885917\/meet-the-red-hot-artificial-intelligence-ai-infrastructure-stock-that-has-crushed-oracle-with-115-gains-in-a-year-it-is-still-worth-buying-hand-over-fist\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MSFT\/pressreleases\/885917\/meet-the-red-hot-artificial-intelligence-ai-infrastructure-stock-that-has-crushed-oracle-with-115-gains-in-a-year-it-is-still-worth-buying-hand-over-fist\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-03-22 07:46:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<ul>\n<li>\n<p><strong>Oracle&#8217;s Growth in AI Infrastructure<\/strong>: Oracle is experiencing significant growth in its artificial intelligence (AI) infrastructure, with a year-over-year increase of 325% in remaining performance obligations (RPO) to $553 billion, illustrating strong future revenue potential.<\/p>\n<\/li>\n<li>\n<p><strong>DigitalOcean&#8217;s Superior Stock Performance<\/strong>: DigitalOcean&#8217;s shares have surged 115% over the past year compared to Oracle\u2019s modest 4% gain, attracting more investor attention despite being a smaller company.<\/p>\n<\/li>\n<li>\n<p><strong>DigitalOcean\u2019s Affordable Business Model<\/strong>: Unlike Oracle\u2019s large-scale, hyperscaler contracts, DigitalOcean targets small and medium-sized businesses and startups, providing cheaper, on-demand cloud computing services which has led to robust customer growth and revenue estimates.<\/p>\n<\/li>\n<li>\n<p><strong>AI-Driven Growth<\/strong>: Artificial intelligence is a major driver for DigitalOcean, contributing significantly to its revenue growth forecast with plans to increase revenue by 21% in 2026 and 30% in 2027. Its AI infrastructure platform, which includes large language models and managed services, has seen an ARR revenue increase of 150% year-over-year.<\/p>\n<\/li>\n<li>\n<p><strong>Strategic Investments in Capacity<\/strong>: DigitalOcean plans to add 31 megawatts of cloud computing capacity to meet strong demand, despite acknowledging this will impact its bottom line. The company expects to maintain a 18% to 20% unlevered adjusted free cash flow margin.<\/p>\n<\/li>\n<li>\n<p><strong>Positive Investment Prospect<\/strong>: With a small premium to the tech sector average, DigitalOcean\u2019s promising trajectory based on new capacity and strong AI demand suggests continued growth, with potential for a substantial increase in its market cap over the next few years.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Meet the Red-Hot Artificial Intelligence (AI) Infrastructure Stock That Has Crushed Oracle With 115% Gains&#8230;<\/p>\n","protected":false},"author":1,"featured_media":198208,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/670163065e836d1b8e0c34577bac089c\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f861169%252fdigital_ocean_logo_on_smartphone_docn_getty.jpg%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-198207","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/198207"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=198207"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/198207\/revisions"}],"predecessor-version":[{"id":198209,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/198207\/revisions\/198209"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/198208"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=198207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=198207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=198207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}