backlog growth

Oracle’s latest financial filings and quarter‑end results underline a high‑stakes, capital‑intensive bet on AI-driven cloud infrastructure — and a new wrinkle: the company has quietly raised the estimated cost of its fiscal 2026 restructuring to as much as $2.1 billion even as it posts breakout...

Cloud revenue surged across the board in Q4 2025, but the big news wasn’t just higher numbers — it was the way AI demand reshaped market dynamics, pushed hyperscalers into aggressive capital spending, and produced a surprising narrative winner: Google Cloud. The latest earnings season confirmed...