Do you know why the Oracle share price exploded with their earnings report last week? This is why:
Agents require constant streams of inference compute. They don’t pause; they act. And as they act, they multiply the demand for capacity. This is why Oracle’s backlog ballooned. It isn’t just about serving queries. It is about building the infrastructure for a future where AI agents orchestrate entire workflows. I will bet that within the next decade, GDP will be thrown out as a measurement as the digital economy accelerates and calls for a new index grow due to the continued rise in inequality. Oracle’s earnings are the canary in the coal mine or, more accurately, the thunderclap that should wake people up. Inference is the bottleneck. Enterprise adoption is accelerating. AI agents are coming. And hyperscalers are about to print massive cloud growth. Behind that are autonomous vehicles, flying taxis, and humanoids. Oracle’s quarter is not an isolated event. It is a signal of what is to come, a world where inference capacity, AI agents, and multi-cloud infrastructure redefine how businesses operate and how investors should position. And this time, the orders are not just big. They are the size of GDP growth itself. - Jordi Visser