ORCL · News · 20260805N

AI Capital Expenditure Buildout

ORACLE CORP · 2026-08-05 · Importance 79 · Surprise 66

Oracle plans to spend up to $70 billion on capital expenditures in fiscal 2027 to expand AI infrastructure. Fiscal 2026 AI infrastructure capital expenditures reportedly reached $56 billion, contributing to negative free cash flow. Oracle’s Port Washington, Wisconsin, data-center project represents a reported $15 billion investment by Oracle, OpenAI, and Vantage Data Centers. The company’s planned $4.5 billion East Bank campus in Nashville is also approaching significant construction activity.

Key facts

• Larry Ellison received a $579 million dividend check after Oracle cut its quarterly dividend on July 24, 2026, sending $0.50 per share to holders of record. source