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Oracle Expands Cloud by $50B to Improve AI for Enterprise Applications and HR

HR Tech

Business Honor
12 Febuary, 2026

Oracle raises $45–50B to expand OCI, improving AI workloads, HR systems, predictive hiring, and cloud-based talent management.

Oracle aims to raise $45 billion to $50 billion in 2026 for its Oracle Cloud Infrastructure to expand OCI's capacity, support AI workloads, and develop new AI-powered human resources software. The capital to be raised will consist predominantly of equity and investment-grade securities. As Oracle invests in new data center capacity, this new capacity will be directly tied to Oracle's existing enterprise contracts and will have a direct impact on the scalability of Oracle's HR technology infrastructure.

Although the expansion of OCI will benefit AI customers like OpenAI, NVIDIA, and Meta, it will also directly support the use of Oracle Fusion Cloud Human Capital Management. The OCI infrastructure that is being used to support these new AI workloads will allow Oracle to improve the performance of its HR systems and will also support Oracle in providing advanced capabilities for 2026 Oracle Fusion Cloud Business performance and reporting, predictive hiring, and intelligent performance management systems.

During the recently held Oracle AI World event, Oracle executives announced that 2026 will mark the shift of AI in HR from pilot programs to operational implementation. For organizations using cloud-based talent management systems, this will result in lower latency, increased reliability, and smoother execution of AI agents, thereby creating a better overall HR workflow experience. Analysts point to the impact of Oracle's strategy of using AI agents to further enhance automation across all aspects of HR, including recruitment, skills intelligence platform development, and creating next-generation employee experience technologies, because they are able to utilize AI within the same cloud environment as opposed to doing so separately, as is more common practice.

The amount that Oracle has invested into these types of capabilities provides evidence that digital HR transformational uses of technology and AI-based functionality are now dependent upon a strong cloud based infrastructure. It also provides a competitive advantage for enterprise level HR solutions.