Oracle's cloud infrastructure business, the unit selling AI training and inference capacity, more than doubled year-over-year in the three months to 31 August 2026, with revenue reaching $7.4 billion in Oracle's AI cloud infrastructure revenue, up 121% year-over-year
Oracle Corporation reported its Q1 FY27 results for the three months ending August 31, 2026. The company's Cloud Infrastructure (IaaS) revenue grew by 121% in USD year-over-year, reaching $7.4 billion. This growth contributed to a 62% increase in total cloud revenues, which reached $11.6 billion.
Verified 2026-09-12
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Oracle has turned into a major seller of AI computing capacity, competing with the largest cloud firms.
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