Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?
Key Takeaways Oracle plans $35B in CapEx for FY26 to expand its global cloud and AI infrastructure.Oracle will add 37 new multi-cloud data centers to meet rising enterprise and hyperscaler demand.Heavy spending pressures free cash flow, prompting added debt despite projected 16.5% revenue growth.Oracle (ORCL) is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive investment under ...