Capex

1 article

A cinematic representation of Oracle's AI infrastructure growth, with glowing servers and a financial chart indicating a massive capital expenditure increase and potential debt.

Oracle's AI boom fuels $15B capex hike, raising debt concerns

Oracle just raised its FY2026 Capex by a staggering $15 billion, partly to support a cloud deal with TikTok, signaling a massive, debt-financed bet on the AI boom.

Nina Kapoor·May 23, 2026