These stocks are set to be huge beneficiaries from Oracle's data center spending spree.

Oracle ( ORCL -1.66% ) shocked investors recently when the company projected that its cloud infrastructure revenue would skyrocket to $144 billion in the next five years. On top of that, this revenue growth was basically locked in through non-cancellable contracts.

While Oracle's stock skyrocketed on the news, I don't think it's going to be the biggest winner of its cloud computing push. The company already carries a heavy debt load and isn't currently generating any free cash flow . Meanwhile, it'll have to spend an enormous amount of money on capital expenditures (capex) in the next few years to capture this revenue.

It's also worth noting that the economics of this revenue aren't cert

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