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Oracle has $664bn of contracted revenue visibility. What will it cost to turn that demand into cloud capacity?
Oracle Corporation’s cloud infrastructure revenue more than doubled in its first fiscal quarter, while remaining performance obligations reached $664 billion. The less obvious story is the huge amount of capital, leased data-centre capacity and financing required before much of that contracted demand can become recognised revenue.
Progress Software (NASDAQ: PRGS) slips after Q3 revenue miss as $400m Domo deal resets FY26
Progress Software beat third-quarter earnings expectations and lifted full-year guidance after completing its $400 million purchase of Domo’s operating business, but a small revenue miss sent the stock lower after hours. Investors now need to judge whether acquiring more than 2,400 Domo customers can accelerate AI-data growth without undermining Progress Software’s acquisition discipline.
Samsung Electronics’ $1bn Helix bet turns AI data centres into a full-stack infrastructure race
Samsung Electronics and five affiliates are committing $1 billion to KKR-backed Helix Digital Infrastructure, but the bigger strategic move is Samsung’s attempt to connect semiconductors, cooling, construction, batteries and computing services to the same AI infrastructure buildout.
Can satellites connect directly to data centres? NTT and Cailabs are building the missing optical layer
NTT and Cailabs are exploring an architecture connecting satellites through optical ground stations directly into terrestrial photonic networks and data centres. The model could turn ground stations from isolated satellite terminals into gateways between orbital infrastructure and cloud computing.
Firmus IPO puts A$43bn valuation against 900MW of contracted AI capacity
Firmus Technologies is seeking about A$7.1 billion in one of Australia’s largest-ever initial public offerings after building a customer roster that includes Meta Platforms, OpenAI and NVIDIA. Yet an implied equity valuation of roughly A$43 billion asks investors to price years of planned AI infrastructure growth before five of the company’s seven identified sites are operating.
JERA, Dell and RHAELM plan $15bn Japan AI data centre beside power plant
JERA, Dell Technologies and RHAELM are planning a more than $15 billion, 400 MW artificial intelligence infrastructure project beside JERA’s Chiba Thermal Power Station, using behind-the-meter electricity to compress one of the longest delays in data-centre development: securing power.
Why would Broadcom finance $42bn of Anthropic’s own AI compute bill?
Anthropic could access up to $42 billion of conditional Broadcom financing against a $125.2 billion five-year TPU compute commitment, revealing how chip suppliers, private capital and AI labs are becoming financially intertwined as infrastructure costs surge.
Why Amazon may shift $8bn of NVIDIA chips to investors as AI costs surge
Amazon is reportedly discussing a structure that could place about $8 billion of NVIDIA Grace Blackwell chips into an investor-backed vehicle and lease the hardware back, testing whether outside capital can shoulder more of the extraordinary cost of the AI infrastructure boom.
Accenture shares surge 16% as fiscal 2027 outlook challenges the AI disruption thesis
Accenture closed nearly 16% higher after fourth-quarter revenue beat guidance, bookings reached $22.17bn and management forecast another year of growth despite persistent fears that artificial intelligence will compress the traditional IT services model.
Samsung commits $1bn to KKR’s Helix as AI data centres become a group-wide bet
Six Samsung companies are investing alongside KKR, Nvidia, Kuwait Investment Authority and Vistra in an infrastructure platform spanning data centres, power grids and fibre networks.