Oracle just dropped a ripple into the cloud waters: CTO Larry\u202fEllison boldly declares Oracle will build more cloud data centers than all other infrastructure competitors combined. This bombshell, delivered during a Q4\u202f2025 earnings call, comes on the heels of a strong quarter: $15.9\u202fbillion in revenue, up 11% year-over-year, with cloud infrastructure (IaaS) growing a striking 52% to $3\u202fbillion.<\/p>\n
CFO Safra\u202fCatz added fuel to the fire, forecasting cloud infrastructure growth accelerating from 50% to over 70% in fiscal 2026, and predicts total cloud growth (IaaS\u202f+\u202fSaaS) will jump from 24% to over 40%. Her message: Oracle’s cloud demand far exceeds current capacity, and with RPO (reserved purchase orders) surpassing $10\u202fbillion, the company can\u2019t build fast enough.<\/p>\n
Oracle\u2019s capex commitment rings unsurprisingly large\u2014$21.2\u202fbillion spent in FY\u202f2025, with $9.1\u202fbillion in just the last quarter. Expectations for 2026 land around $25\u202fbillion, potentially even higher. These numbers trail only behind much larger budgets pledged by AWS, Microsoft, Google, and Meta, but Catz emphasizes that Oracle isn\u2019t just building\u2014they\u2019re filling new data halls \u201cas fast as we can.\u201d<\/p>\n
Ellison underscored the company\u2019s multi-cloud pivot: 23 Oracle Multicloud data centers operate now, with 47 more in construction. Plus, 29 Oracle Cloud@Customer sites already in use, and another 30 on the way. Partnerships with heavyweights like OpenAI and Chinese e-commerce giant Temu underline the demand-driving force behind this push.<\/p>\n
What does this mean for the cloud landscape? Oracle is sending a clear signal: it won\u2019t merely chase AWS, Azure, and Google\u2014it intends to outbuild them. This infrastructure arms race may reshape how cloud capacity pods scale in the AI era, and could redefine how service flexibility, latency, and sovereignty factors get prioritized worldwide.<\/p>\n
Whether Ellison\u2019s grand claim proves grounded or hype-filled, one thing is certain: Oracle wants the infrastructure narrative\u2014and for the FY\u202f2026 cloud wars, it\u2019s betting the farm.<\/p>\n","protected":false},"excerpt":{"rendered":"
Oracle just dropped a ripple into the cloud waters: CTO Larry\u202fEllison boldly declares Oracle will build more cloud data centers than all other infrastructure competitors combined. This bombshell, delivered during a Q4\u202f2025 earnings call, comes on the heels of a strong quarter: $15.9\u202fbillion in revenue, up 11% year-over-year, with cloud infrastructure (IaaS) growing a striking […]<\/p>\n","protected":false},"author":20624,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[93,111,1894,2300,1350,3010,2962],"class_list":["post-6704","post","type-post","status-publish","format-standard","hentry","category-featured","tag-cloud","tag-data-centers","tag-iaas","tag-larry-ellison","tag-oracle","tag-oracle-cloud","tag-safra-catz"],"acf":[],"yoast_head":"\n