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Building the Next Decade of Oracle Cloud Infrastructure 

More infrastructure choice and more ways to put AI to work

By Karan Batta, senior vice president, product, Oracle Cloud Infrastructure—Oct 27, 2026

Ten years into building Oracle Cloud Infrastructure (OCI), it’s exciting to see what customers are doing with it. OCI now spans more than 200 cloud services, supporting everything from core business systems to frontier AI. In Q1 of fiscal 2027, our cloud infrastructure revenue reached $7.4 billion, up 121 percent year over year. We also delivered a staggering 850MW of additional data center capacity in the quarter.

Oracle builds both infrastructure and applications, so we see what it takes to turn powerful technology into something people can use every day. This week’s AI World announcements reflect that experience: give customers more choice, make the whole system work better together, and make AI more practical to run at scale.

More ways to choose the right compute

Customers need raw performance, but the economics must work. And as models change, infrastructure must remain useful. That’s what we mean by fungibility: the flexibility to put capacity to work across different models and workloads. Training, inference, and the tools an agent uses don’t all need the same hardware.

We’re continuing to build with Intel, NVIDIA, and AMD. NVIDIA Vera Rubin NVL72 systems and NVIDIA Vera CPUs are now generally available on OCI, with plans for multigigawatt expansion. Upcoming OCI Compute E7 instances will use sixth-generation AMD EPYC processors, with AMD Pensando DPUs supporting Oracle Acceleron NICs for AMD-powered instances. Our planned multiyear Intel collaboration includes OCI X14 offerings powered by Diamond Rapids processors.

We’re also bringing Google TPUs to OCI. We plan to become the first hyperscaler outside Google to offer them, starting in 2027 and ramping to gigawatt scale over multiple years. That gives customers access to another leading architecture for demanding training and inference, with more ways to balance performance, power, and cost.

We’re also expanding beyond those architectures. Building on our Positron inference deployments, we plan to bring SambaNova SN50 systems and Cerebras wafer-scale inference to OCI, with Cerebras planned for 2027. And our previously announced Quantinuum partnership and Quantum AI Compute beta program gives customers a way to explore Helios quantum computing alongside AI and high-performance computing.

Keeping all that compute productive

All that compute needs a network that can keep up. An accelerator waiting for data is capacity you’re paying for but aren’t putting to work. That’s why we’ve invested so much in Oracle Acceleron. Introduced in 2025, it brings together dedicated network fabrics, converged NICs, zero-trust routing, and multiple network paths to improve performance, security, and resilience.

We’re now extending Oracle Acceleron with High-Performance Fabric for front-end RDMA connectivity and more NVMe block-storage attachment options across bare metal and virtual machines. Our new Oracle Collective Communications Library helps distributed AI workloads use healthier backend paths. Front-end multiplanar networking adds automatic path selection, failover, and congestion control. Together, these capabilities move data faster, keep workloads running when a path fails, and get more useful work from the compute you’ve deployed.

Making enterprise data easier to put to work

The same thinking carries into storage. With the recently announced OCI NetApp Storage Service, we’re planning to bring native, managed ONTAP capabilities to OCI so customers can move workloads while keeping familiar data-management tools.

That brings us to another announcement I’m particularly excited about: Snowflake is coming to OCI as a native, first-party service. Customers will be able to buy, provision, and use Snowflake AI Data Cloud directly through OCI, with unified pricing and billing and the ability to use Oracle Universal Credits.

Supported integrations with Oracle databases and applications are designed to reduce custom pipelines and cross-cloud data movement, while keeping customers in control of access and governance. Our multicloud work follows the same idea. Oracle AI Database@Google Cloud is now available in Mexico, and we plan to pursue FedRAMP Class D (formerly FedRAMP High) certification for our database services across AWS, Microsoft Azure, and Google Cloud government environments.

Bringing AI into everyday work with OpenAI

Our work with OpenAI brings this story together, from the infrastructure behind AI to the way people use it.

We plan to deploy OpenAI’s Jalapeño inference accelerators, developed with Broadcom, to expand efficient inference capacity for OpenAI. It’s another way we’re bringing new compute choices onto OCI and working on the economics of serving AI at scale.

We’re also bringing OpenAI models, ChatGPT, and Codex closer to Oracle applications, data, and infrastructure. Oracle AI Workspace is designed to let people work with enterprise tools through ChatGPT, with the controls their business needs. Oracle App Composer helps people build applications with Codex and run them on OCI. The Oracle AI SMB Bundle gives emerging businesses a packaged starting point. And our new AI Services Practice, together with plans to train and certify one million professionals, will help customers put these capabilities to work.

As AI takes on more work, customers need confidence in what it can access and change. Oracle AI Security Mesh uses OpenAI cyber models to help find and fix vulnerabilities, within customer-authorized scope and with approval before remediation. OCI Identity Assurance and Zero Trust Packet Routing strengthen identity and access controls. Our planned F5 collaboration is designed to add application and API protection, while SUSE’s expanding OCI portfolio helps customers manage mixed Linux environments and build sovereign AI operations.

Taking the platform into media

Media is a perfect example of where the whole platform comes together. Our work with Skydance and Paramount is part of our growing commitment to this industry. We’re investing in ways to connect how content gets made with how it reaches an audience, helping media businesses use AI while keeping control of their intellectual property.

Oracle Media Fabric, planned to be available within the next 12 months, brings together Creative Studio, AI Media Models, and Video Edge. Creative Studio brings Oracle and third-party models into production workflows. AI Media Models support video and image creation and editing. Video Edge helps coordinate delivery for high-quality streaming. Oracle Adaptive Media Platform connects creation and delivery so customers can build personalized programming, advertising, and shared viewing experiences.

We’re investing in the delivery economics as well. Netskrt’s planned participation in OCI Global CDN Connect will bring dedicated connections and no OCI egress charges for eligible transfers in supported regions, subject to onboarding requirements. For media customers, these investments are about spending less time and money getting content made and delivered, while creating more opportunities to reach audiences and grow revenue.

Across these announcements, our goal is simple: help customers choose the technology that fits, put their data to work, and build something valuable on top.

We’ve spent ten years building OCI and I’m excited about how much more our customers will be able to do with it in the next ten.

Future Product Disclaimer

This article is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

Forward-Looking Statements Disclaimer

Statements in this article relating to Oracle’s future plans, expectations, beliefs, and intentions are “forward-looking statements” and are subject to material risks and uncertainties. Many factors could affect Oracle’s current expectations and actual results, and could cause actual results to differ materially. A discussion of such factors and other risks that affect Oracle’s business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including Oracle’s most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at http://www.oracle.com/investor. All information in this article is current as of October 27, 2026 and Oracle undertakes no duty to update any statement in light of new information or future events.