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Applied AI·September 11, 2026·1 min read

Oracle’s AI Cloud Growth Eases Buildout Concerns

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Oracle growing cloud infrastructure revenue 120% while lighting up ~850 MW of new capacity shows that AI infra capex can be matched with real demand, not just story. If you're multi-cloud, Oracle just became a more credible counterweight in GPU and power-constrained regions — worth revisiting for price and capacity leverage.