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Oracle’s AI Cloud Growth Eases Buildout Concerns

This story is from 2026-09-11. It is preserved in the archive; the latest stories are on the live feed.

Oracle’s latest results helped ease concerns around its massive AI infrastructure buildout, with cloud infrastructure revenue growing 120% and the company bringing roughly 850 megawatts of new capacity online. BNP Paribas Global Head of Software Research Stefan Slowinski sees a more constructive se…

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  1. 2026-09-11 18:10 · Bloomberg AI
    Oracle’s AI Cloud Growth Eases Buildout Concerns

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