All articles tagged with #cloud infrastructure
Oracle posted solid earnings with 93% growth in its Cloud Infrastructure segment and a record Remaining Performance Obligations backlog of about $638 billion, but it also announced a massive capital-spending program—roughly $70 billion in the next fiscal year funded by around $40 billion of debt/equity—implying a margin headwind in FY2027 and prompting questions whether AI demand justifies the bill.
Oracle reports record Q4 and FY2026 results driven by cloud growth: Q4 revenue $19.2B (up 21%), cloud revenue $9.9B (up 47%, with IaaS +93% and SaaS +10%); FY2026 revenue $67.4B (up 17%), cloud revenue $34.0B (up 39%, IaaS +77%, SaaS +11%). GAAP EPS: Q4 $1.45, FY $5.83; non-GAAP EPS: Q4 $2.11, FY $7.63. RPO $638B; free cash flow negative $23.7B due to AI‑center investments. Outlook: Q1 FY2027 total revenue up 27–29%, cloud up 57–63%; FY2027 revenue guidance $90B and non-GAAP EPS $8.05; Oracle declares a $0.50 quarterly dividend.
The EU’s tech sovereignty package marks a shift from defensive regulation to proactive innovation, aiming to triple EU data-center capacity with about €200bn of mostly private investment, boost chip manufacturing and cheaper energy, promote open-source AI to accelerate adoption and reduce US software spend, and seed a €5bn Scaleup Europe Fund to mobilize VC. Europe remains dependent on US tech but has strong science and startups in materials, pharma and robotics that could scale with deeper market integration and faster public procurement reforms, positioning the region for faster AI-driven growth.
SA’s feature frames the AI data-center build-out as a multi-year, cyclical trend and surveys a range of leaders across chips, power and infrastructure—Micron, Talen, Vistra, GE Vernova, Siemens Energy, Nebius, CoreWeave, Applied Digital and Iren. It notes Nebius’ growth edge through Nvidia partnerships, CoreWeave’s scale and Nvidia integration (with margin pressure), Applied Digital’s energy efficiency and predictable revenue, and Iren’s renewable-energy moat. Investors should weigh cyclicality, capital expenditure and debt, and valuation when choosing among growth, stability, or energy-led plays.
CoreWeave reported strong Q4 2025 and full-year results, with revenue of $1.57B in Q4 and $5.13B for 2025, and a net loss of $452M for Q4 and $1.17B for the year due to interest expense and non-GAAP adjustments. Adjusted EBITDA reached $898M in Q4 and $3.09B for the year. Revenue backlog grew to $66.8B, underscoring strong demand visibility as the company expands its AI cloud footprint. CoreWeave added about 260 MW of capacity (now >850 MW) and has ~3.1 GW of contracted power, completed its IPO in March 2025 (Nasdaq: CRWV), and pursued acquisitions (Monolith, Marimo) and partnerships to broaden its platform, including federal offerings.
Tata Group has signed OpenAI as a customer for its data-center business, signaling a strategic push to grow its data-center and cloud infrastructure to support AI workloads and services.
Oracle announced a calendar-year 2026 plan to raise $45-$50 billion through a balanced mix of debt and equity—including an ATM equity program and mandatory convertible preferred securities—to fund expansion of its Oracle Cloud Infrastructure, with a one-time senior unsecured bond issue early in 2026 and no additional bonds that year, aiming to maintain an investment-grade balance sheet as it serves large cloud customers.
NVIDIA and CoreWeave broaden their alliance to speed the buildout of more than 5 gigawatts of AI factories by 2030, with NVIDIA investing $2 billion in CoreWeave to finance land, power and shell, and to deploy multiple generations of NVIDIA infrastructure across CoreWeave’s platform while validating SUNK and Mission Control software for potential inclusion in NVIDIA’s cloud reference architectures, meeting rising enterprise demand for AI workloads.
CoreWeave's stock dropped 16.4% after reporting a Q3 earnings miss and announcing major AI partnerships with CrowdStrike and VAST Data, highlighting its efforts to expand in the AI cloud market despite ongoing losses, high debt, and reliance on few major clients, with varied investor valuations suggesting potential overvaluation.
Microsoft 365 services in North America experienced a brief outage caused by a network infrastructure misconfiguration, highlighting the vulnerabilities of cloud services to configuration errors. The issue was quickly resolved after rerouting traffic, but it raised concerns about the resilience of cloud infrastructure and the risks of relying heavily on cloud services. Microsoft is analyzing policies to improve future resilience.
Oracle launched an $18 billion bond sale to fund its AI-related cloud infrastructure expansion, with strong demand reaching $88 billion, as the company ramps up investments following major cloud deals and aims to support its growth in the competitive tech market.
Oracle has appointed Clay Magouyrk and Mike Sicilia as co-CEOs to emphasize its focus on expanding its cloud infrastructure business, which is set to become its largest revenue segment, while Safra Catz steps back to an executive vice chair role amid strategic shifts and significant investments in cloud services.
Oracle is in talks with Meta to secure a multi-year AI cloud computing deal worth about $20 billion, aiming to provide Meta with enhanced computing capacity for AI model training and deployment, amidst a broader industry trend of large-scale cloud investments in AI.
Oracle is rapidly expanding its cloud infrastructure business, driven by Larry Ellison's leadership and strategic focus on AI workloads, with projections of significant revenue growth and a shift towards AI training and inferencing, positioning itself as a key player against hyperscalers despite high capital expenditures and uncertain returns.
Oracle's stock soared to its best day in decades, driven by a 359% increase in AI-related cloud backlog to $455 billion, signaling strong future growth in AI infrastructure and cloud services, despite some concerns about profitability and scaling challenges.