Oracle
We’re a cloud technology company that provides organizations around the world with computing infrastructure and software to help them innovate, unlock efficiencies and become more…
Frontier signals
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[contract-lever] Oracle said SoftBank's Oracle Alloy-based Cloud PF Type A launched in eastern Japan in April 2026 and is planned for western Japan in October 2026, supporting local control over data and infrastructure.
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Oracle introduced an AI-native builder experience for Oracle AI Agent Studio for Fusion Applications, enabling customers and partners to create and run Fusion Agentic Applications natively.
· www.oracle.com release
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[revenue-signal] Oracle reported FY2026 Q4 remaining performance obligations rose by $85B in one quarter to $638B, while OCI IaaS revenue rose 93% to $5.8B.
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Oracle reported FY2026 total revenue of $67.4 billion and Cloud Infrastructure revenue of $18.1 billion, up 77% year on year.
· investor.oracle.com revenue
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Oracle said FY2026 capital funding included $43 billion of debt financing and $5 billion of equity financing, while customer-prepaid or customer-supplied GPU hardware in large AI contracts totalled $75 billion.
· investor.oracle.com financing
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Oracle and AWS announced private, simplified, high-speed multicloud connectivity between OCI and AWS.
· www.oracle.com partnership
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Oracle said AI infrastructure projects were underway with OpenAI at two campuses in Texas and at sites in New Mexico, Wisconsin, and Michigan.
· www.oracle.com compute