--- title: Oracle shares slide on $15B increase in data center spending description: Oracle's stock dropped 11% after reporting revenues below analyst expectations despite 14% year-over-year growth. The company increased its capital expenditure... canonical: https://daily.dev/posts/oracle-shares-slide-on-15b-increase-in-data-center-spending-khrdnkogs copyright: © 2026 Daily Dev Ltd. terms: https://daily.dev/tos/ twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Oracle shares slide on $15B increase in data center spending | daily.dev og:description: Oracle's stock dropped 11% after reporting revenues below analyst expectations despite 14% year-over-year growth. The company increased its capital expenditure... og:url: https://daily.dev/posts/oracle-shares-slide-on-15b-increase-in-data-center-spending-khrdnkogs og:image: https://api.daily.dev/og/posts/KhrdNkOGS.png og:image:alt: Oracle shares slide on $15B increase in data center spending og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Oracle shares slide on $15B increase in data center spending **[Ars Technica](https://daily.dev/sources/arstechnica)** · 2 min read · 0 upvotes · 0 comments ## Summary Oracle's stock dropped 11% after reporting revenues below analyst expectations despite 14% year-over-year growth. The company increased its capital expenditure forecast by $15 billion to $50 billion for the year, primarily for building AI data centers to compete with AWS, Google Cloud, and Azure. While Oracle secured major contracts with OpenAI, Meta, and Nvidia totaling $523 billion in future bookings, investors are concerned about the massive infrastructure spending and debt increase to $99.9 billion, particularly given uncertainty around OpenAI's ability to fulfill its $1.4 trillion computing commitments over eight years. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Oracle spent $55.7B on data centres, plans to raise $40B more](https://daily.dev/posts/oracle-spent-55-7b-on-data-centres-plans-to-raise-40b-more-xvutkeyri) · The Next Web · 0 upvotes · 0 comments - [Oracle may slash jobs to keep AI datacenter plans on track](https://daily.dev/posts/oracle-may-slash-jobs-to-keep-ai-datacenter-plans-on-track-amxo8pwey) · The Register · 0 upvotes · 0 comments - [Oracle is building yesterday’s data centers with tomorrow’s debt](https://daily.dev/posts/oracle-is-building-yesterday-s-data-centers-with-tomorrow-s-debt-7fhzy8c0m) · Hacker News · 0 upvotes · 0 comments --- Tags: [#ai](https://daily.dev/tags/ai), [#cloud](https://daily.dev/tags/cloud), [#openai](https://daily.dev/tags/openai), [#oracle](https://daily.dev/tags/oracle) [View this post on daily.dev](https://daily.dev/posts/oracle-shares-slide-on-15b-increase-in-data-center-spending-khrdnkogs) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Oracle shares slide on $15B increase in data center spending","url":"https://daily.dev/posts/oracle-shares-slide-on-15b-increase-in-data-center-spending-khrdnkogs","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/oracle-shares-slide-on-15b-increase-in-data-center-spending-khrdnkogs"},"datePublished":"2025-12-11T15:20:22.269Z","dateModified":"2026-02-28T02:32:25.544Z","description":"Oracle's stock dropped 11% after reporting revenues below analyst expectations despite 14% year-over-year growth. The company increased its capital expenditure...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/8bdea127b8aa777ea4c8b3fc17d11a8a?_a=AQAEulh","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/8bdea127b8aa777ea4c8b3fc17d11a8a?_a=AQAEulh","isAccessibleForFree":true,"articleSection":"Ars Technica","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"Ars Technica","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/80883e0e48a34b5ebcf93777016cb3fe","url":"https://daily.dev/sources/arstechnica"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/oracle-shares-slide-on-15b-increase-in-data-center-spending-khrdnkogs","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"ai,cloud,openai,oracle","timeRequired":"PT2M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"Ars Technica","item":"https://daily.dev/sources/arstechnica"},{"@type":"ListItem","position":3,"name":"Oracle shares slide on $15B increase in data center spending"}]} ```