Markets have long treated Amazon and Oracle as second-tier AI bets, yet new analysis from Deutsche Bank suggests that view is starting to crack. Despite investor doubt, both companies sit at the center of the global AI infrastructure race, quietly expanding capacity while attention drifts elsewhere.
Recent data points highlight Amazon Web Services preparing to add roughly 15 gigawatts of capacity over the next two years, a scale few rivals can match. Analysts argue this expansion, paired with renewed cloud momentum, could finally lift the so-called AI “loser” label that has weighed on Amazon shares.
Meanwhile, Oracle’s role in AI infrastructure looks oddly underpriced, even as its future contract value has surged past $500 billion. Debt worries linger, sure, but Deutsche Bank believes financing clarity may arrive sooner than expected, changing sentiment fast.
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