ORCL · News · 20261022N

Cloud Infrastructure Growth

ORACLE CORP · 2026-10-22 · Importance 50 · Surprise 24

Oracle is expanding Oracle Cloud Infrastructure capacity to serve artificial-intelligence workloads. The company has a large cloud infrastructure revenue backlog, indicating substantial contracted demand for OCI capacity. RBC expects Oracle’s investor day to focus on the OCI capacity ramp and applications growth. Cantor Fitzgerald also cited Oracle’s expanding GPU fleet as a basis for its AI positioning.

Key facts

• Oracle’s investor day is expected to provide further visibility on Oracle Cloud Infrastructure (OCI) capacity ramp and applications growth, according to RBC/MT Newswires reporting. source