Key Takeaways Oracle delivered 145 fiscal Q2 revenue growth, powered by a 68% surge in cloud infrastructure revenues.ORCL's remaining performance obligations jumped to $523B, including new commitments from Meta and NVIDIA.ORCL lifted FY26 capex to about$50B, driving free cash flow to a $10B loss amid rapid data center expansion.Oracle (ORCL) has embarked on an aggressive infrastructure expansion strategy that positions the enterprise software giant at the center of the artificial intelligence revolution, y ...