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Oracle raises AI spending estimate, spooks investors

Oracle plans $50 billion in FY2026 capex to build data centers for AI workloads amid $523 billion backlog, but shares fell over debt concerns, reports show.

Summary by The Register
: But if you assume cloud IOUs will be fulfilled, business is booming

4 Articles

Irish TimesIrish Times
Lean Left

Oracle shares fall 14% on increase in data centre spending

Larry Ellison’s company raises its capital expenditure forecast as it doubles down on AI infrastructure bet

·Dublin, Ireland
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ciodive.comciodive.com
Center

Oracle defends infrastructure spending spree amid mounting AI demand

The company raised its fiscal year capital investments forecast by $15 billion as its cloud backlog surpassed $500 billion.

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The RegisterThe Register
Center

Oracle raises AI spending estimate, spooks investors

: But if you assume cloud IOUs will be fulfilled, business is booming

Read Full Article
De TijdDe Tijd

Oracle's Ai Spending Frenzy Has Investors in a Cold Sweat

Software giant Oracle will spend another $15 billion more next year than originally budgeted on building data center capacity. The way Larry Ellison's company is throwing money around is making investors nervous.

·Belgium
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  • 67% of the sources are Center
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The Register broke the news in on Thursday, December 11, 2025.
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