Oracle has landed a thriller buyer that may add greater than $30 billion to the database big’s annual revenues, greater than doubling the dimensions of its present cloud enterprise.

“Oracle is off to a powerful begin in fiscal yr 2026. Our multi-cloud database income continues to develop at over one hundred pc, and we signed a number of giant cloud companies agreements together with one that’s anticipated to contribute greater than $30 billion in annual income beginning in fiscal yr 2028,” CEO Safra Catz stated in a filing lodged with the US Securities and Alternate Fee on Monday.

The database big posted $57.4 billion income for FY 2025, and reported $24.4 billion of cloudy income for the yr, $10.3 billion of which got here from gross sales of infrastructure-as-a-service.

The submitting doesn’t establish the thriller buyer. Nonetheless, on Oracle’s This fall 2025 earnings name founder Larry Ellison mentioned a brand new buyer which “stated we’ll take all of the capability you will have wherever it’s. It might be in Europe, might be in Asia, we’ll simply take the whole lot.”

Or maybe the large new buyer is Chinese language e-tailer TEMU, which Oracle has introduced is a buyer. The database big additionally stays a candidate to become TikTok’s future American home.

Oracle’s strategy to cloud is exclusive, because it fortunately locations its personal infrastructure in rival hyperscalers’ datacenters. These rigs principally run Oracle databases, so clients of rival clouds can get pleasure from low-latency entry to their most well-liked DB operating within the setting Massive Purple has tuned for efficiency.

Income from these offers is surging – in This fall 2025 it grew by 115 %. “We at the moment have 23 multi-cloud datacenters stay with 47 extra being constructed over the subsequent 12 months,” Oracle Chair and CTO Larry Ellison stated earlier this month, including that he anticipated to proceed rising the section by triple digit % headed into the 2026 fiscal yr.

Since ChatGPT’s debut in 2022, Oracle has additionally turn into a go-to vacation spot for GPUs for rent. As chances are you’ll recall, in January, OpenAI announced its Stargate initiative to blow as a lot as $500 billion of principally different folks’s cash on AI infrastructure over the subsequent 4 years with SoftBank, Oracle, and funding agency MGX taking part in key roles within the spending spree.

To help Stargate, Oracle will reportedly shell out $40 billion to pack the primary of OpenAI’s Stargate datacenters with round 400,000 of Nvidia’s GB200 superchips. Although, as we reported on the time, packing that many GPUs right into a 1.2 gigawatt datacenter campus is less complicated stated than achieved.

Oracle had beforehand disclosed plans to deploy a number of hundred thousand GPUs from Nvidia and AMD. This features a “zettascale” cluster of 131,072 Nvidia Blackwell GPUs together with an equal variety of AMD Intuition MI350 accelerators.

Not all of that, we’ll word, is for OpenAI. Oracle has additionally signed cloud agreements with a number of mannequin builders of word, together with xAI and Meta. Even long-time archrival Microsoft has beforehand used Oracle for burst capability for its AI-enhanced Bing search. ®


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