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Oracle Q3 2026 Revenue Growth
Year-over-year revenue growth across key segments.
Primary Sources
Oracle's $38 Billion Bet: Powering AI Growth with Debt and Data Centers
Oracle is preparing to secure one of the largest debt financings ever dedicated to artificial intelligence infrastructure. A $38 billion credit package is set to fund new data centers in Texas and Wisconsin, a move central to supporting its high-profile partnership with OpenAI. This aggressive financing underscores the immense capital required to compete in the AI arms race.The company’s latest financial results reveal the growth fueling this ambition. For its third fiscal quarter of 2026, Oracle reported total revenue jumped 22% to $17 billion. Cloud revenue surged 44% to $9 billion, with the core cloud infrastructure segment skyrocketing 84% to $5 billion. This performance has powered a significant stock recovery, with shares gaining roughly 26% over the past week to trade near 148 euros. Despite this rebound, the stock remains nearly 47% below its 52-week high of 280.70 euros and is down almost 12% year-to-date.Behind these numbers lies a staggering commitment to future capacity. Oracle’s remaining performance obligations, a key metric of booked future revenue, hit a record $553 billion. This represents a 325% increase from the prior year, prompting management to raise its fiscal 2027 revenue target to $90 billion. To convert this backlog into actual sales, Oracle is embarking on a construction spree financed through an intricate web of capital.The $38 billion package is just one piece of a broader strategy. The company plans to raise between $45 and $50 billion in debt and equity throughout 2026. Additional projects include an $18 billion facility in New Mexico and a massive campus in Saline Township, Michigan. The Michigan project, developed by Related Digital with $16 billion in financing anchored by Blackstone and Bank of America, follows a unique model. Oracle will not hold the debt directly; instead, it will lease the completed data center from a special purpose entity, with its rental payments servicing the construction loan.Should investors sell immediately? Or is it worth buying Oracle?This capital-intensive push has a clear impact on the balance sheet. Oracle’s total debt stands at approximately $124 billion. Planned capital expenditures of around $50 billion for the year have pushed its free cash flow into negative territory in early 2026. While revenue and profit expand, liquidity is shrinking.The immense power demands of AI workloads are driving parallel investments in energy security. Oracle has significantly expanded its power purchase ag...
Jeff Bezos - Forbes
Jeff Bezos founded e-commerce giant Amazon in 1994 out of his Seattle garage.Bezos stepped down as CEO to become executive chairman in 2021. He owns 8% of the company.He and his wife MacKenzie divorced in 2019 after 25 years of marriage and he transferred a quarter of his then-16% Amazon stake to her.In 2020, Bezos pledged to donate $10 billion to climate causes by 2030 through his Bezos Earth Fund; he has granted $2 billion so far.He owns The Washington Post and Blue Origin, an aerospace company developing rockets; he briefly flew to space in one in 2021.Bezos said in a 2022 interview with CNN that he plans to give away the majority of his wealth in his lifetime, without disclosing specific details.Wealth HistoryTAP TO REVEAL NET WORTH BY YEARForbes Lists#4#4#1#5#2Personal StatsAge62Source of WealthAmazon, Self MadeSelf-Made Score8Philanthropy Score2ResidenceMiami, FloridaCitizenshipUnited StatesMarital StatusEngagedChildren4EducationBachelor of Arts/Science, Princeton UniversityDid you knowGrowing up, Bezos worked summers on his grandfather's ranch repairing Caterpillar tractors.Bezos met Google founders Larry Page and Sergey Brin in 1998 and managed to become one of the company's first angel investors, putting in an estimated $250,000.In Their Own WordsI didn't think I'd regret trying and failing. And I suspected I would always be haunted by a decision to not try at all.Jeff BezosRelated People & Companies
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AI computing infrastructure. Ed Ludlow explains the move. bloom. bg ...
That's 100 gigawatts. 100 × $80B = $8 TRILLION in AI infrastructure. For context: $8T is more money than the entire semiconductor industry has made in its ...


