Oracle is betting that the future of its business runs through GPU-packed data centers. The company is aggressively expanding its Oracle Cloud Infrastructure (OCI) to meet surging global demand for AI compute, with multi-billion-dollar projects stretching across the US, Japan, Malaysia, Germany, and the Netherlands.
Oracle plans to raise between $45 billion and $50 billion in 2026 through a combination of debt and equity offerings, all earmarked for accelerating this AI-focused buildout.
The numbers tell the story
In Q4 of fiscal year 2026, OCI revenue surged 93% year over year to $5.8 billion. The broader cloud services revenue grew 47% to $9.91 billion during the same period.
Oracle has managed to land contracts with some of the biggest names driving the AI wave, including OpenAI, Meta, and NVIDIA.
