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Oracle cloud infrastructure revenue up 121% year over year as AI demand lifts total growth to 30%

9/11/2026

121% year-over-year growth in Oracle's cloud infrastructure revenue is the sharpest line inside a broader 30% total revenue gain, with AI cloud services supplying the demand and total reported debt reaching $125 billion.

| Metric | Reported | |---|---| | Total revenue growth (YoY) | +30% | | Cloud infrastructure revenue growth (YoY) | +121% | | Total debt | $125 billion | Cloud infrastructure is running at more than four times the growth rate of Oracle's total top line.

That spread signals the segment is still a minority of the overall revenue base. Oracle attributed both the infrastructure jump and the broader 30% gain to demand for AI cloud services.

The fastest-growing line is the one serving AI workloads. $125 billion in total debt is the reported liability figure sitting alongside those growth numbers.

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