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Oracle Sets $45–$50 Billion 2026 Raise to Expand Cloud Infrastructure

A board-approved mix of one bond sale with staged equity issuance aims to support contracted demand from major AI and cloud customers.

Overview

  • Oracle plans a roughly even split between equity and debt financing to maintain an investment‑grade balance sheet.
  • Equity funding will include mandatory convertible preferred securities and an at‑the‑market program of up to $20 billion executed over time.
  • Debt funding will come from a single investment‑grade senior unsecured bond offering expected early in 2026, with no additional bond issues planned for the year.
  • Goldman Sachs will lead the bond transaction, while Citigroup will lead the equity components.
  • The proceeds target additional Oracle Cloud Infrastructure capacity for customers such as AMD, Meta, NVIDIA, OpenAI, TikTok, and xAI, with standard SEC filings and forward‑looking risks noted.