Oracle reported a strong earnings beat, with cloud infrastructure sales jumping 121% to $7.4 billion (beating the $7.19 billion expectation) and fiscal first-quarter sales gaining 30% to $19.3 billion. Profit excluding some items reached $1.92 per share, surpassing the estimated $1.75 per share, driven by surging AI demand and large data center projects. Backed by these results and expectations of drifting higher, the author views Oracle as a potentially viable neocloud.