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Oracle’s AI Cloud Growth Eases Buildout Concerns

Bloomberg Technology Friday 11 September 2026, 18:10 UTC 1 min read
Key Points

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 setup as Oracle moves toward positive free cash flow, but says its upcoming Financial Analyst Day will be key for understanding the returns and the financing behind its AI expansion. He joins Ed...

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 setup as Oracle moves toward positive free cash flow, but says its upcoming Financial Analyst Day will be key for understanding the returns and the financing behind its AI expansion. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
Oracle (ORG) AI Cloud Growth Eases (ORG) AI (ORG) BNP Paribas Global (ORG) Stefan Slowinski (PERSON) Financial Analyst Day (ORG) Ed Ludlow (PERSON) Bloomberg Tech (ORG)
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