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Oracle Bets Big on Cloud Expansion: A Sign of Strong Upside Ahead?
甲骨文甲骨文(US:ORCL) ZACKS·2025-09-25 17:41

Key Takeaways Oracle Cloud revenues jumped 28% to 7.2B,withOCIup557.2B, with OCI up 55% to 3.3B in Q1 FY26.Oracle plans 35BCapExinFY26toadd37multi−clouddatacentersforAIdemand.Record35B CapEx in FY26 to add 37 multi-cloud data centers for AI demand.Record 455B backlog from AI contracts supports Oracle's five-year 144BOCIgrowthtarget.Oracle(ORCL)ismakingaboldbetoncloudexpansionasthefoundationofitslong−termgrowthpath.Inthefirstquarteroffiscal2026,OracleCloudInfrastructure(OCI)revenuesclimbed55144B OCI growth target.Oracle (ORCL) is making a bold bet on cloud expansion as the foundation of its long-term growth path. In the first quarter of fiscal 2026, Oracle Cloud Infrastructure (OCI) revenues climbed 55% year over year to 3.3 billion, lifting overall cloud ...