Lynch: “AI is clearly helping companies like Oracle”

January 14, 2025

Nvidia seems to take all of the oxygen out of the room when the conversation is focused on AI, but the market seems to be wanting this to be more than an Nvidia story. “AI is clearly helping companies like Oracle,” said Eric Lynch, managing director at Scharf Investments during an appearance on January 14, 2025 on Schwab Network’s “Morning Trade Live” program with Oliver Renick. Oracle was an also-ran for so many years in cloud computing, yet over the last few quarters, its cloud infrastructure business has been growing faster than its competitors, including AWS and Microsoft. “AI was the use case that Oracle needed.”

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