1 Super Stock That Could Join Nvidia, Apple, Microsoft, Alphabet, Amazon, and Meta in the $1 Trillion Club

Anthony Di Pizio, The Motley Fool

Sat, Mar 15, 2025, 3:28 PM 6 min read

The U.S. economy has produced the world's most valuable companies for more than a century. United States Steel became the first $1 billion company in 1901, and 117 years later in 2018, Apple became the first enterprise to achieve a valuation of $1 trillion.

Apple remains the world's largest company with a market capitalization of $3.3 trillion. But since 2018, several other American organizations have joined it in the trillion-dollar club, including Microsoft, Nvidia, Amazon, Alphabet, Meta Platforms, and Berkshire Hathaway. Tesla and Broadcom were also members until they recently suffered sharp declines in their stock prices.

I think one more company has the potential to cross the $1 trillion milestone in the coming years. Oracle (NYSE: ORCL) operates some of the best data center infrastructure for artificial intelligence (AI) development, and management's guidance suggests this part of its business could grow tenfold over the long term.

Oracle is valued at $403 billion as of this writing, so investors who buy the stock today could earn a whopping 148% gain if it does join the $1 trillion club.

There are two key phases involved in developing an AI model: The training phase is when a developer feeds the model mountains of data for it to learn from, and the inference phase is when the model accepts inputs from users and generates responses (like when you interact with a chatbot). Both require a substantial amount of computing power, and most developers source it from companies like Oracle.

Oracle operates some of the best AI data centers in the world. They are fitted with state-of-the-art graphics processing units (GPUs) from leading suppliers like Nvidia and Advanced Micro Devices, which are chips specifically designed to handle AI workloads. In fact, Oracle is currently building a cluster of 64,000 Nvidia Blackwell GB200 GPUs -- not only is that the most powerful chip in the industry right now, but this will also be one of the largest clusters on offer by any data center operator.

When developers have access to more chips, they can process more data, more quickly, and thus deploy much "smarter" AI models. But scale isn't Oracle's only advantage, because its proprietary random direct memory access (RDMA) networking technology allows data to move from one point to another much faster than traditional Ethernet networks. Since developers typically pay for computing capacity by the minute, this can result in significant cost savings.

Oracle opened its 101st data center cloud region during its fiscal 2025 third quarter (ended on Feb. 28), but demand continued to significantly outstrip supply. In fact, chairman Larry Ellison said GPU usage for AI training purposes alone has soared by a staggering 244% over the last 12 months, and the company is also seeing "enormous" demand for inference workloads.