Oracle commits billions to expand AI infrastructure in Europe

Oracle has confirmed a $3 billion investment in its AI and cloud infrastructure across Germany and the Netherlands over the next five years. The move aims to boost its capacity in Europe as demand for advanced computing services continues to rise.

The company plans to invest $2 billion in Germany and $1 billion in the Netherlands, joining other major tech firms ramping up data centre infrastructure. Oracle’s strategy reflects broader market trends, with companies like Meta and Amazon committing large sums to meet AI-driven cloud needs.

The firm expects capital expenditure to exceed $25 billion in fiscal 2026, primarily focused on expanding data centre capabilities for AI. Analysts say Oracle’s AI and cloud services are increasingly competitive with traditional software, fuelling its strong performance this year.

Oracle shares have climbed nearly 38% since January, with a recent regulatory filing revealing a future deal worth over $30 billion in annual revenue beginning in 2028. The company sees its growing infrastructure as key to accelerating revenue and profit.

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