Browsing Tag
Oracle
97 posts
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.
FBI data breach deepens as ShinyHunters hack exposes sensitive US employee information
The FBI is investigating a major ShinyHunters data breach exposing sensitive employee information. See why the hack carries national-security risks.
Defence Holdings secures second UK Government contract as ALRT tests commercial scale
Defence Holdings PLC has secured its second UK Government customer contract as its first Ministry of Defence pilot approaches completion, strengthening evidence of commercial traction while leaving revenue scale, repeatability and capital efficiency as the next tests for the software-led defence strategy.
Oracle shares fall as Project Jupiter force majeure notice raises AI data-centre risk
Oracle Corporation shares came under pressure after Bloomberg News reported that the company issued a force majeure notice linked to Project Jupiter, its enormous New Mexico artificial-intelligence data-centre campus. Oracle says construction remains on schedule, while developer owner Blue Owl Capital says the notice does not change existing financial commitments.
Oracle-linked $18bn Project Jupiter debt slips to 89-91c as New Mexico risks mount
Loans financing an Oracle-leased artificial intelligence data-centre campus in New Mexico are trading at a material discount after syndication stalled. The pressure connects local water, air-quality and energy disputes with wider concern over Oracle's borrowing, negative free cash flow and the capital required to fulfil a $664 billion contract backlog.
Oracle (ORCL) reports $19.3bn Q1 FY27 revenue as IaaS reaches $7.4bn
Oracle delivered 121% infrastructure cloud growth and added 850 MW of data center capacity in its fiscal first quarter, but $28.5 billion of capital expenditure and negative free cash flow keep the economics of its AI expansion under scrutiny.
NVIDIA forecasts first $100bn quarter as Data Center revenue surges 117%
NVIDIA Q2 revenue doubled to $96.2B as Data Center sales hit $89B and Q3 guidance reached a record $108B.
Vantage Data Centers explores $100bn IPO as AI infrastructure boom puts mega-valuation to the test
Vantage Data Centers is reportedly evaluating an IPO that could value the hyperscale infrastructure company at about $100 billion, alongside possible sale options. The potential valuation would put Vantage close to Equinix in public-market scale, making contracted AI demand, debt, power availability and returns on billions of dollars of new capacity the critical tests.
Defence Holdings’ zero-revenue year hides a bigger 2026 test: Can its £4m funding turn defence AI into repeatable sales?
Defence Holdings plc reported no revenue and a ÂŁ4.56 million operating loss for the year to March 2026, but those accounts capture a business before its first Ministry of Defence contract. The investment case now depends on whether ÂŁ4 million of fresh capital, three software builds and its Meridian accelerator can produce repeatable sovereign defence technology revenue.
Oracle secures $6.99bn, 10-year DoW IDIQ under Enterprise Software Initiative vehicle
Oracle wins a 10-year Department of War IDIQ worth up to $6.99B, but the ceiling flatters a task-order structure and a stock still 64% off its 2025 peak.