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Recently, Oracle has been stirring up quite a bit of discussion in the industry. Some have likened it to Amazon's early days in cloud computing 20 years ago. But why is that? Let's break it down step by step. First, we need to understand Oracle's layout in the AI infrastructure field. As a tech company, Oracle has always been committed to driving the development and application of AI technology. From cloud computing to artificial intelligence, Oracle is actively laying out its plans. So, will Oracle become a winner in the AI infrastructure field? If the demand for AI infrastructure continues to explode, Oracle is likely to be a winner. As AI technology advances, more and more companies and institutions will adopt AI solutions. As a tech company, Oracle has a wealth of technical expertise and experience, providing high-quality AI infrastructure services. Therefore, if the demand for AI infrastructure continues to grow, Oracle will benefit greatly. However, if AI investment cools down, Oracle may become the top catcher. Although AI technology still has huge potential, the cooling down of investment fervor may lead to a market downturn. As a tech company, Oracle has strong technical strength and experience, helping companies and institutions solve real-world problems. Therefore, even if AI investment cools down, Oracle can still rely on its technical strength and experience to become the top catcher.