$Oracle(ORCL.US)🚀 Oracle Raises US$20 Billion: The AI Infrastructure Race Heats UpOracle has made a major move that is …
$Oracle(ORCL.US)
🚀 Oracle Raises US$20 Billion: The AI Infrastructure Race Heats Up
Oracle has made a major move that is getting the whole tech industry talking. The company is raising a total of US$20 billion.
This includes a US$10 billion share sale priced at an 11 percent discount, plus a separate US$10 billion bond issue.
The immediate reaction was a drop in share price. Dilution from the new shares is estimated between 2.5 percent and 3 percent. The stock fell 8.76 percent to US$119.22.
This big fund raising has given Oracle the serious firepower for its cloud and AI push. Capital spending for fiscal 2026 is set to reach US$55.7 billion.
New equity helps pay for expansion while the company already carries more than US$125 billion in debt.
🔷What does this mean for the competitive picture?
1️⃣ Intensifying the cloud battle. Oracle Cloud Infrastructure is going head to head with AWS, Microsoft Azure and Google Cloud.
The fresh capital will go toward building large data centers and buying huge numbers of GPUs to handle AI workloads.
2️⃣ Putting rivals under more pressure. Competitors such as SAP now face a stronger Oracle. The company will step up research and development for its Fusion and NetSuite software platforms.
3️⃣ Growing its multi-cloud reach. Oracle will also place its own hardware directly inside other providers’ data centers to make its technology easier to access everywhere.
Investors will feel some now,short term pain. The goal is clear.
Oracle is positioning itself to generate more than US$30 billion in free cash flow by fiscal 2029. Will they make it?
To understand it, please take a look at the infographic 📊
Disclaimer: For information only, not financial and investment advice. Please do your own due diligence.
Source:
1.Oracle taps investors for $20 billion to finance Al expansion- channelnewsasia 2 Nov 2026
2. Oracle Is Offering $10 Billion of High-Grade Dollar Bonds- Bloomberg 3 Nov 2026
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