Oracle's 36% operating margin and multicloud footprint make it the cleaner AI infrastructure play; Supermicro offers higher upside but carries governance risk. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Oracle didn't make the cut. Oracle (NYSE:ORCL) and Super Micro Computer (NASDAQ:SMCI) both just closed the books on fiscal 2026, and both are riding the same AI infrastructure wave from very different seats. Cloud Infrastructure revenue hit $5.79 billion, up 93% year over year, and total cloud reached $9.91 billion, or 52% of quarterly sales. Co-CEO Clay Magouyrk noted the "Multicloud database business is our fastest growing business, up 817% in Q2", with 72 Oracle Multicloud datacenters being embedded inside AWS, Google and Microsoft.