"Oracle has revealed plans to raise up to $50 billion throughout 2026 to supercharge its data center and AI infrastructure. It's a very big bet just as its stock faces serious headwinds, tumbling 15.6% in January alone and marking four consecutive months in negative territory. The capital injection aims to satisfy surging cloud demand from heavyweight clients including OpenAI, Meta, Nvidia, AMD, TikTok, and xAI."
"Oracle's financial blueprint splits this enormous capital raise right down the middle. The company will secure approximately $20 billion through equity-based instruments, including mandatory convertible securities and a new at-the-market equity program. The remaining funds will flow from senior unsecured bonds issued early in 2026, with Goldman Sachs managing equity offerings and Citigroup handling bond issuances. Oracle made one promise crystal clear: it won't pursue additional bond offerings later this year, sources confirm. That commitment matters because of what happened just recently."
Oracle plans to raise up to $50 billion during 2026 to expand data-center and AI infrastructure, aiming to meet surging cloud demand from clients such as OpenAI, Meta, Nvidia, AMD, TikTok, and xAI. The company split the plan between roughly $20 billion in equity-based instruments—including mandatory convertible securities and an at-the-market program—and the remainder via senior unsecured bonds to be issued early in 2026, with Goldman Sachs and Citigroup handling offerings. Oracle pledged not to pursue additional bond issuances later this year. The company faces investor scrutiny over debt-driven expansion and a proposed class action from bondholders led by the Ohio Carpenters' Pension Plan.
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