Oracle Corporation shares fell nearly 7% after the company presented long-term forecasts for its artificial intelligence business. Investors reacted cautiously, viewing the ambitious goals as overly optimistic amid limited transparency about expenses.

Oracle stated that the gross profit margin of its AI infrastructure will reach 30–40% by 2030, compared to the current level of around 16%. In addition, the company raised its annual revenue forecast to $166 billion from the previously announced $144 billion, implying an average annual growth rate of around 75%.

However, analysts noted several risks. Jefferies pointed out the lack of data on future capital expenditures, while JPMorgan emphasized that the growth rate of new contracts may slow toward the end of the decade. Despite the stock decline, Oracle shares remain among the leaders in the technology sector, up nearly 75% since the beginning of the year.

The company continues to strengthen its position in the field of artificial intelligence and is participating in a joint project with OpenAI called Stargate — the construction of the largest data center in the U.S. designed for next-generation AI infrastructure.