AI infrastructure spending

Oracle Database@Google Cloud
Oracle Beats Estimates as AI Cloud Demand Surges, Lifts 2027 Revenue Outlook to $90B
Oracle's shares surged 10% after reporting strong fiscal third-quarter results, with higher-than-expected earnings and revenue driven by cloud and AI infrastructure demand, while also raising its 2027 revenue outlook amid significant new contracts and a plan to expand its data center capacity.
Nvidia logo displayed against stock market chart background symbolizing AI infrastructure growth and earnings performance.
Nvidia Earnings Signal Expanding AI Infrastructure—and New ERP Risk Dependencies
Nvidia’s FY26 earnings confirm accelerating AI infrastructure investment. For ERP leaders, the real story lies in emerging dependencies across hyperscaler leverage, security posture, and enterprise data governance.