ORCL News
10 R40 articles on Oracle Corporation (ORCL). Latest, Sep 30, 2026: Bloom's Oracle Order Is 1.2, 2.4, 2.45 or 2.8 GW. Its Plant Is Sized for One a Year.
R40 Coverage
Bloom's Oracle Order Is 1.2, 2.4, 2.45 or 2.8 GW. Its Plant Is Sized for One a Year.
Bloom has put 1.2, 2.4, 2.45 and 2.8 GW on the Oracle relationship. Only 1.2 GW was ever called contracted, and none of the figures is in an SEC filing.
Oracle's Landlord Borrowed the $18 Billion Quoted at 89 to 91 Cents
About $18bn of loans behind an Oracle-leased New Mexico campus were quoted at 89-91 cents. The borrower is the landlord, and Oracle's 10-Q names neither.
Oracle's 1.7 GW of Texas Wind Averages 630 MW. A Year of It Is More Energy Than Oracle Used in Fiscal 2025
Oracle's 1.7 GW of Texas wind converts to about 5.5 TWh a year, 629 MW on average, more than the 5.16 TWh of energy Oracle used in fiscal 2025.
Oracle's GAAP Margin Rose 612 Basis Points and Its Own Measure 35. The 10-Q Added $700 Million of Severance.
Oracle's GAAP margin rose 612 basis points, its non-GAAP margin 35. The 10-Q behind Ellison's cancelled sale added $700m to a plan 94% spent.
ORCL Q1 FY2027 reported earnings analysis
Oracle beat with $1.92 non-GAAP EPS on $19.3bn revenue. Customers prepaid $11.4bn and a $20bn stock sale funded the build; gross margin gave up 7 points.
ORCL Q1 FY2027 earnings preview
Oracle reports Q1 FY2027 after Thursday's close. Consensus is $1.74 non-GAAP EPS on $19.13bn — inside its guide — so the print turns on RPO and capex, not EPS.
Oracle Has $260 Billion of Data-Centre Leases Off Its Balance Sheet. OpenAI's Rating Moves None of It.
Oracle's fiscal 2026 report carries $260B of data-centre leases off its balance sheet against $129.5B of borrowings. An investment-grade OpenAI moves neither.
Europe's Cloud Is 70% U.S.-Run. AI Is Concentrating the Next Wave of Capacity.
Amazon, Microsoft and Google hold 70% of Europe's cloud market, versus 15% for local providers. Hyperscalers may drive 65–70% of 2028 data-center demand.
SpaceX Uses Megapacks to Tame Its Gigawatt. Bloom Energy Sells the Megawatts Before the Grid Arrives.
Tesla Megapacks stabilize volatile AI loads; Bloom fuel cells generate onsite before the grid arrives. Where each wins, and why data centers will use both.
Oracle Burned $23.7 Billion Building the AI Boom. We Wrote the Capex Retrospective and Left It Out.
Oracle burned $23.7B of capex in FY2026 while revenue growth more than tripled, yet scores an 11 on the Rule of 40. The borrower's side of the AI buildout.