1 Super stock that can join NVIDIA, Apple, Microsoft, Alphabet, Amazon and Meta in the $ 1 trillion club

The American economy has produced the world's most valuable companies for more than a century. United States Steel was the first $ 1 billion company in 1901 and 117 years later in 2018, Apple was the first enterprise to achieve a rating of $ 1 trillion.

Apple remains the world's largest company with a market capitalization of $ 3.3 trillion. But since 2018, several other American organizations have been added to the trillion dollar club, including Microsoft” Nvidia” Amazon” Alphabet” Meta platformsAnd Berkshire Hathaway. Tesla And Widthcom Were also members until they recently members a sharp falls from their share prices.

I think a company has the potential to cross the milestone of $ 1 trillion in the coming years. Oracle (NYSE: ORCL) Manages some of the best data center infrastructure for the development of artificial intelligence (AI), and the guidelines of management suggest that this part of its company could grow ten times in the long term.

From this letter, Oracle is appreciated at $ 403 billion, so investors who buy the share today can earn a whopping 148% profit if it is at the $ 1 trillion club.

There are two important phases involved in developing an AI model: the training phase is when a developer nourishes the model mountains of data to learn from, and the inference phase is when the model accepts users and generates answers (such as when you interact with a chatbot). Both require a considerable amount of computing power, and most developers buy it from companies such as Oracle.

Oracle operates some of the best AI data centers in the world. They are equipped with state-of-the-art graphic processing units (GPUs) of leading suppliers such as Nvidia and Advanced micro devicesThose chips are specially designed to handle AI workloads. Oracle is currently building a cluster of 64,000 Nvidia Blackwell GB200 GPUs – that is not only that the most powerful chip in the industry is currently, but this will also be one of the largest clusters offered by a data center operator.

When developers have access to more chips, they can process more data faster and implement so much “smarter” AI models. But scale is not the only advantage of Oracle, because its own random random direct memory access (RDMA) network technology enables data to go from one point to another much faster than traditional Ethernet networks. Since developers usually pay per minute for the calculation capacity, this can lead to considerable cost savings.

Oracle opened its 101st Datacenter Cloudre region during his tax 2025 third quarter (ending on 28 February), but the demand continued to exceed the supply considerably. Chairman Larry Ellison even said that the use of GPU for AI training purposes has only risen by no less than 244% in the last 12 months, and the company also sees a “huge” demand for inference work burden.

Nvidia CEO Jensen Huang thinks that the next generation AI-reasoning models, which spend more time on “thinking” before they display answers, will consume 100 times more computing power than their predecessors. As a result, the demand for capacity from data center for inference work burden is only just warming up, so it is no surprise that Oracle wants to grow its footprint to between 1,000 and 2,000 cloud regions in the long term.

In other words, Oracle could eventually use more than 10 times more data centers than today.

Oracle generated $ 14.1 billion in total turnover during the tax 2025 third quarter, but the Oracle Cloud Infrastructure (OCI) segment (where the company declared its AI data centers) represented only $ 2.7 billion of that figure.

Although the total turnover of Oracle year after year only increased 6%, the OCI turnover increased by 49%, making it the fastest growing part of the entire organization with a broad margin. The OCI company would grow even faster if it had enough data centers to meet the demand, so the company expects revenue growth to speed up considerably as more capacity comes online.

Oracle CEO Safra Catz expects that the OCI income will rise by more than 50% for the tax 2025 full year (ending on May 31), with an even faster growth rate in the tickets for tax 2026.

To give a good point to the future potential of Oracle, the remaining performance obligations of the company (RPOs) increased by 63% to a record high of $ 130 billion (in all business segments) during the third quarter. RPOs are as an order arrears that are expected to convert into income in the future, and Larry Ellison said that the demand for capacity for AI training and inference work taxes were large drivers of the Q3 Surge.

Oracle generated $ 4.26 in profit per share (EPS) in the past four quarters, which places its shares at a price-gain ratio (p/e) of 33.8. That is about the same as the ratings of other AI cloud companies such as Microsoft and Amazon, so the stock is not necessarily cheap, nor is it expensive:

However, Wall Street's consensus estimate (provided by Yahoo!) suggests that Oracle can deliver $ 6.78 in EPS during the Tax 2026 (which starts in June 2025). That places its shares on a forward p/e ratio of only 21.1, which implies that it should rise by 59% in the coming year to maintain its current p/e ratio of 33.8.

If that scenario takes place, it would increase the appreciation of Oracle to $ 640 billion. From there, the company could reach the $ 1 trillion club within five years if it grows its profit per share by only 9.3% per year. I think that for two reasons is very feasible: firstly, the estimated profit per share of the company represents a growth of 13%for the tax 2026, and secondly, management predicts accelerating revenue growth, led by the OCI activities.

Oracle data centers are highly dependent on automation, which reduces labor and other operating costs. As a result, the company expects rising profit margins while the OCI company continues to scale up, which will generally stimulate its EPS. Remember that Oracle is planning to grow the footprint of the data center more decade From here, explosive profit growth could stimulate in the long term.

That is why I think Oracle has a clear path to become a member of the $ 1 trillion club in the coming years, and its shares can be a great addition to any diversified portfolio.

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Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and Sister of Meta Platforms CEO Mark Zuckerberg, is a member of the Motley Fool's Board of Directors. John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of the Motley Fool. Suzanne Frey, a director of Alphabet, is a member of the board of directors of the Motley Fool. Anthony di Pizio has no position in one of the aforementioned shares. The Motley Fool has positions and recommends advanced micro devices, alphabet, Amazon, Apple, Berkshire Hathaway, Meta Platforms, Microsoft, Nvidia, Oracle and Tesla. The Motley Fool recommends Broadcom and recommends the following options: Lang January 2026 $ 395 calls on Microsoft and short January 2026 $ 405 calls on Microsoft. The Motley Fool has a disclosure policy.

1 Super stock that could join NVIDIA, Apple, Microsoft, Alphabet, Amazon and Meta in the $ 1 trillion club was originally published by The Motley Fool