Why is Oracle planning to raise $45-50 billion in 2026?

Oracle is raising this capital to build additional capacity for its cloud infrastructure to meet contracted demand from major clients.

How will Oracle fund its cloud infrastructure expansion?

The company plans to use a combination of debt and equity financing, including senior unsecured bonds and a $20 billion at-the-market equity program.

Why is Oracle facing investor scrutiny over its AI infrastructure?

Investors are scrutinizing Oracle's AI build-out due to its climbing debt and its increasing reliance on AI companies like OpenAI.

Home / Business and Economy / Oracle Eyes $50 Billion Cloud Expansion Fund

Oracle Eyes $50 Billion Cloud Expansion Fund

2 Feb

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Summary

Oracle plans to raise $45 to $50 billion in 2026 for cloud infrastructure expansion.
Funding will be a mix of debt and equity, including a $20 billion at-the-market equity program.
The company faces scrutiny over rising debt and its ties to AI firms like OpenAI.

Oracle Eyes $50 Billion Cloud Expansion Fund

In 2026, Oracle intends to secure between $45 billion and $50 billion to significantly expand its cloud infrastructure capabilities. This substantial capital infusion is necessary to meet the surging, contracted demand from its largest Oracle Cloud Infrastructure customers, which include prominent names such as AMD, Meta, NVIDIA, and OpenAI.

The software giant plans to achieve these financial objectives through a dual approach of debt and equity financing. This strategy includes a new at-the-market equity program valued at up to $20 billion, alongside other equity issuances like mandatory convertible preferred securities. The remaining half of the required funding is slated to be raised through the issuance of senior unsecured bonds early in 2026.