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Oracle outlines AI funding cap and free cash flow turnaround plan
Facing investor concerns over funding for data center construction, Oracle expects capital spending to peak in fiscal 2027 and 2028. It pledged to limit additional AI financing through fiscal 2030 to $20 billion and forecasts positive free cash flow in the second half of fiscal 2028 and more than $30 billion in fiscal 2029.
What to know
- 01
Oracle shares rose more than 12% on its forecasts, with other cloud computing companies also gaining.
- 02
Oracle says supplier financing, customer-provided hardware and advance customer payments could reduce upfront funding needs before free cash flow turns positive.
Why it matters
Oracle needs data centers and AI infrastructure to fulfill cloud orders tied to OpenAI, which helps explain the scrutiny of its funding needs.
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