Oracle Cloud Infrastructure

Oracle’s Q4 2026 Earnings Call: $638B Backlog Turns AI Cloud Growth into Funding Test

Oracle surpassed fiscal Q4 revenue and earnings expectations with a focus on its AI infrastructure, reporting significant growth in cloud revenue and large-scale AI contracts, but faced investor concerns over capital spending and negative free cash flow as it aims to convert its $638 billion in remaining performance obligations into revenue.

Analytics and AI

Oracle Earnings Will Test AI Infrastructure Economics Behind OCI Growth

Oracle's upcoming Q4 FY2026 earnings report on June 10 is pivotal, as investors are keen to understand how the company plans to manage the capital-intensive demands of its AI cloud expansion amidst a substantial $553 billion backlog, with expectations for revenue growth and the implications of their capital expenditures on future profitability.

Analytics and AI

IBM Closes Out 2026 Oracle AI World Tour with a Clear Message: AI Is Now an Operational Imperative

IBM's 2026 Oracle AI World Tour highlighted the transition of enterprises from questioning AI adoption to leveraging it for tangible business value, showcasing success stories and practical guidance across major cities while emphasizing the importance of intentional design, robust governance, and integrated systems for effective AI implementation.

Analytics and AI

Drivestream Opens AiPEX University to Show Higher Education What Agentic AI Can Actually Change

Drivestream has launched AiPEX University, a new immersive experience center built with Oracle to help higher education leaders see how agentic AI could operate across enrollment, financial aid, academic planning, student engagement, HR, and finance.

Data and Data Management

Oracle Database@AWS Reaches 12 Regions, Broadening Multicloud Database Footprint

Oracle Database@AWS has expanded to 12 regions across North America, Europe, and Asia Pacific, increasing deployment flexibility and high-availability support for enterprises seeking to migrate on-premises applications while addressing locality and regulatory requirements.

Analytics and AI

Oracle’s AI Pivot Is Reshaping How It Builds Software, Staffs Teams, and Funds Growth

Oracle is transforming its operational and financial strategies by shifting focus to AI as a core element of its enterprise framework, resulting in significant layoffs while simultaneously investing heavily in infrastructure and automation to enhance product development efficiency.

Cloud Platform and Technology

US Air Force Awards Oracle $88M to Expand Cloud One Modernization with OCI, AI Database

The US Department of the Air Force has awarded Oracle an $88 million task order to provide Oracle Cloud Infrastructure services, enhancing cloud modernization efforts and expanding access to AI-enabled database capabilities in classified environments.

Analytics and AI

Data Sovereignty, Latency, Trust: Why ERP AI Cannot Live in the Public Cloud Alone

As AI integrates into ERP workflows, the need for robust governance, data residency, and operational control is rising, leading organizations to seek infrastructure strategies that ensure consistency and reliability in the face of regulatory demands.

Analytics and AI

Why AI-Ready ERP Depends on Industrial-Scale Cloud Infrastructure

As enterprise software enters a new AI era, the focus shifts from the efficacy of AI models to the reliability and scalability of ERP infrastructure, with companies like Oracle emphasizing the importance of robust, unified data foundations to ensure consistent performance in business operations.

Analytics and AI

Oracle Targets Research Data Fragmentation with New AI Platform

Oracle has introduced the Life Sciences AI Data Platform, a cloud-native offering designed to unify clinical and research datasets, integrate with Fusion applications, and support analytics across the research lifecycle.

Cloud Platform and Technology

Oracle Plans $50B Capital Raise to Support Cloud Infrastructure Demand

Oracle plans to raise up to $50 billion in 2026 through equity and debt to fund Oracle Cloud Infrastructure expansion, linking capital strategy to contracted cloud demand.

Analytics and AI

Public Sector ERP and AI Are Running on Two Clocks: Will That Gap Become a Strategic Risk?

Public sector technology strategy is conflicted by the slow, methodical pace of legacy system modernization, exemplified by the UK's Defence and Bank of England initiatives, contrasted with the rapid, high-profile push for AI and advanced computing, leading to a widening gap between ambition and execution.

Financial Management

Engineering the Future of Tax with OCI and Vertex

Black & Veatch modernized its tax infrastructure by migrating to Oracle Cloud ERP and Vertex solutions to enhance global compliance, reduce operational risks, and streamline processes, demonstrating the importance of integrated cloud-native tax services for supporting complex multi-jurisdictional operations.

Analytics and AI

Oracle AI World’s IBM Sessions: What Enterprises Must Build Before AI Can Deliver

At Oracle AI World, IBM emphasized that successful AI adoption in enterprises relies not on flashy models but on robust foundational preparations, governance, and aligned business processes, showcasing that scalable AI implementations require clean data and integrated workflows.

Cloud Platform and Technology

Inoapps Appoints Jens Lindenberg to Spearhead Major EMEA Expansion

Inoapps is strategically expanding its presence in Europe, the Middle East, and Africa by appointing Jens Lindenberg as Senior Vice President to drive growth in key markets, particularly targeting cloud-based Oracle ERP and HCM services to enhance operational efficiency for businesses across the region.

Cloud Platform and Technology

Oracle Expands Cloud Offering to Support EU Data Sovereignty

Oracle's Fusion Cloud Applications Suite is now available on Oracle EU Sovereign Cloud, allowing EU organizations to store sensitive data and applications in compliance with strict regional data privacy regulations, thereby enhancing their ability to adopt AI-driven solutions securely.

image of moon perfectly centered between the clouds | Cloud

Cloud Platform and Technology

Accelerating to Cloud does not need to be complex

Migrating to Oracle Cloud Infrastructure (OCI) can be a complex process that comes with its challenges and requires forethought and careful execution.

brown bridge over a body of water | Oracle OCI cloud

Cloud Platform and Technology

Red Hat OpenShift joins OCI to aid user compliance

Red Hat and Oracle have announced the general availability of Red Hat OpenShift on Oracle Cloud Infrastructure (OCI) Compute Virtual Machines (VMs) to enable validated and supported configurations and meet customer needs for regulatory compliance, performance and cost-effectiveness.

image of Temple, Fujisan and Sun | Oracle Japan

Analytics and AI

Oracle Japan reveals plans to invest $8bn in cloud computing and AI

Oracle Japan has announced its plans to invest over $8bn over the next ten years to meet the growing demand for cloud computing and AI infrastructure in Japan.

Cloud Platform and Technology

Unwrapping OCI Document Understanding

Learn more about Oracle Cloud Infrastructure (OCI) document understanding and its integration with Rossera ProcessSense.

abstract image of a brain | Oracle and Microsoft

Analytics and AI

Oracle and Microsoft collab to support growth flurry of AI services

Oracle has announced a multi-year agreement with Microsoft to support the growth of AI services.

image of indoors Oracle HQ | NVIDIA AI Enterprise

NVIDIA AI Enterprise and DGX Cloud take to Oracle Cloud Marketplace

Oracle has announced that NVIDIA AI Enterprise and the NVIDIA DGX Cloud AI supercomputing platform are now available through the Oracle Cloud Marketplace.

Oracle secures the cloud for DoD

Oracle Cloud Infrastructure has introduced a new Secure Cloud Computing Architecture (SCCA) for the U.S Department of Defense.

EU Flag to symbolize Oracle EU Sovereign Cloud opening

Oracle launches EU Sovereign Cloud to jump data privacy hurdles

Oracle EU Sovereign Cloud is aimed at helping EU organizations gain control over data privacy and sovereignty requirements.

Open source stock image | Oracle and Anaconda

Oracle and Anaconda partner to accelerate open-source innovation

Oracle Cloud Infrastructure and Anaconda Inc have partnered to integrate Anaconda's open-source Python and R tools directly into OCI's AI and machine learning services, allowing customers secure access without a separate license, thereby enhancing innovation and governance for data scientists.

Abstract stock image | Oracle and Microsoft

Oracle and Microsoft team up on database service

Oracle has partnered with Microsoft to give Azure customers direct, streamlined access to Oracle databases on Oracle Cloud Infrastructure which is now readily available.

Kyndryl teams up with Oracle for managed cloud solutions

Kyndryl has partnered with Oracle to help customers accelerate their journey to the cloud by delivering managed cloud solutions to enterprises around the world.

Komax taps Oracle Cloud for retail

Oracle has been selected by Komax to help the retail group scale with rapid growth and improve in-store shopping outings for its customers.

Oracle enhances cloud security with integrated threat management

Oracle is enhancing its Oracle Cloud Infrastructure with new built-in security features, including a cloud-native firewall service powered by Palo Alto Networks and improvements to existing security tools, to help organizations better protect their cloud applications and data from emerging threats.