Cloud Infrastructure growth rate is expected to increase from 50% in FY25 to over 70% in FY26. And RPO is likely to grow more than 100% in FY26.
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FilingOracle Q1 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)Sep 9, 2025
Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars.FilingOracle Q3 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)Mar 10, 2025
We have now signed cloud agreements with several world leading technology companies including: OpenAI, xAI, Meta, NVIDIA and AMD. We expect that our huge $130 billion sales backlog will help drive a 15% increase in Oracle’s overall revenue in our next fiscal year beginning this June.FilingOracle Q2 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)Dec 9, 2024
With our remaining performance obligation (RPO) up 50% to $97 billion, we believe our already impressive growth rates will continue to climb even higher. This fiscal year, total Oracle Cloud revenue should top $25 billion.FilingOracle Q2 FY24 earnings release (SEC Form 8-K, Exhibit 99.1)Dec 11, 2023
Demand for our Cloud Infrastructure and Generative AI services is increasing at an astronomical rate...
On the same topics
FilingMicrosoft FY26 Q3 earnings release (SEC Form 8-K, Exhibit 99.1)Apr 29, 2026
We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era...PressAWS CEO calls AI inference a new building block (Acquired podcast)Feb 11, 2026
We build these building blocks, we give this technology, and then we let the world have the creativity to go find some really cool things.FilingOracle Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)Dec 10, 2025
We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers. Of course, we will continue to buy the latest GPUs from NVIDIA, but we need to be prepared and able to deploy whatever chips our customers want to buy. There are going to be a lot of changes in AI technology over the next few years and we must remain agile in response to those changes.PodcastDwarkesh Podcast: Satya Nadella, How Microsoft is preparing for AGINov 12, 2025
You kind of need to build an infrastructure that’s capable of supporting multiple families and lineages of models. Otherwise the capital you put in, which is optimized for one model architecture, means you’re one tweak away, some MoE -like breakthrough that happens, and your entire network topology goes out of the window.FilingAlphabet Q3 2025 earnings release (SEC Form 8-K, Exhibit 99.1)Oct 29, 2025
In addition to topping leaderboards, our first party models, like Gemini, now process 7 billion tokens per minute, via direct API use by our customers. The Gemini App now has over 650 million monthly active users.FilingMicrosoft fiscal 2025 fourth quarter resultsJul 30, 2025
Cloud and AI is the driving force of business transformation across every industry and sector...
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