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Oracle’s Cloud & AI Infrastructure Update
In Oracle’s latest earnings call, the company shared key developments in cloud infrastructure, AI, and multi-cloud partnerships, positioning itself as a leader in the ongoing AI and cloud race.
1. Cloud Infrastructure Growth
Oracle Cloud Infrastructure (OCI) revenue surged 46% year-over-year to $2.2B, with OCI consumption up 56%. The company is accelerating cloud GPU contracts, totaling $3B in Q1 2025 alone.
2. Data Center Expansion
Oracle now operates 162 cloud data centers globally, with plans to add 77 more cloud regions. Its largest data center, at 800 MW, will support NVIDIA GPU clusters for large-scale AI training. Future data centers are expected to exceed 1 gigawatt in power consumption.
3. Multi-Cloud Partnerships
Oracle expanded multi-cloud capabilities, enabling Oracle Database services to run on AWS, Azure, and Google Cloud. Seven Oracle Cloud regions are already live within Microsoft, with 24 more in development, allowing customers to leverage OCI’s power across other infrastructures.
4. AI Infrastructure Leadership
Oracle is building zettascale clusters with up to 131,072 NVIDIA Blackwell GPUs, delivering 2.4 zettaFLOPS of peak performance by 2025. High-speed networking supports 32,000 GPU clusters, speeding training while reducing costs, positioning Oracle as a front-runner in AI workloads.
5. Private Cloud Expansion
Oracle’s private cloud offerings mirror public cloud capabilities, giving companies like Vodafone enhanced security and compliance. As private clouds become more affordable, Oracle anticipates they will eventually outnumber public clouds.
6. Capital Expenditure Surge
Oracle invested $2.3B in CapEx in Q1 2025, with expectations to double CapEx for the full fiscal year, highlighting the company’s commitment to scaling cloud and AI infrastructure.
7. The Ongoing AI Infrastructure Race
Oracle Chairman Larry Ellison predicts the AI race will last 5–10 years, requiring “astronomical” investments. Few companies can compete at the frontier level, and Oracle’s unique networking advantages allow faster AI training at lower costs.
Oracle’s investments in cloud infrastructure and AI are paving the way for strong growth, impacting data center markets in developed and emerging markets as the company scales globally.