Oracle Cloud AI Revenue Doubles in 2026 — At a Steep Cost

Oracle Cloud AI Revenue Doubles in 2026 — At a Steep Cost

Oracle's AI data center revenue more than doubled to $7.4 billion, but the company burned through $28.5 billion in capital spending to get there. You're watching a company bet its entire future on a single thesis — that AI infrastructure demand will keep accelerating. The early numbers say yes. The balance sheet says "at what cost?"

Down 50% Over the Past Year, Is It Time to Back Up the Truck and Buy Oracle Stock as Revenue Surges?

Oracle shares have crashed on concerns over its AI infrastructure spending.

Oracle Stock: Above-Average Long-Term Stock Gains Are Likely (NYSE:ORCL)

Oracle looks undervalued as cloud infrastructure and AI demand surge. Click for more on ORCL stock.

Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company's Growth Trajectory

The post Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company’s Growth Trajectory appeared first on 24/7 Wall St.. Jim Cramer used his September 11, 2026 episode of Mad Money to walk viewers through what he called the most important line on Oracle’s Q1 balance sheet: the revenue backlog. His verdict on the scale of that backlog was direct. “We’re talking roughly $332 billion worth of contracted business. Two years ago that backlog …

Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying

The software giant reported a surge in cloud infrastructure revenue during its latest quarter. Here's what Wall Street analysts are saying.

Oracle's $664B backlog signals massive opportunity for Dell and HPE

Oracle's backlog highlights a long-term growth potential in AI infrastructure, benefiting Dell and HPE as key hardware suppliers in this expansion.