Is Oracle's Rising Cloud CapEx Driving Its Next Growth Phase?

Key Takeaways Oracle raised its FY26 cloud CapEx forecast to about $50B to meet rising AI and enterprise demand.ORCL invested roughly $12B in Q2 FY26 on GPU infrastructure, pressuring free cash flow in the quarter.Oracle expects about $4B in revenue acceleration starting FY27 as cloud backlog converts to sales.Oracle’s (ORCL) increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...