Key Takeaways Oracle posted 68% cloud growth to $4.1B as GPU revenues surged 177% on AI demand.ORCL's remaining performance obligations jumped 438% to $523B, driven by large AI contracts.Oracle plans about $50B in fiscal 2026 capex as free cash flow turned roughly $10B negative.Oracle’s (ORCL) positioning in the artificial intelligence infrastructure market presents a complex investment picture as the company navigates unprecedented demand against escalating capital requirements. The database software provi ...