Key facts
- Oracle laid off 546 employees in its US Cloud Infrastructure organization, representing about 7.6% of that division's workforce.
- Managers, engineers, software developers, and data center maintenance staff were most affected by the US layoffs.
- Product engineering teams in India appear to have absorbed a larger share of the cuts, while support and consulting functions saw fewer reductions.
- Earlier internal estimates suggested up to 3,000 employees in India could be impacted by the layoffs.
- Globally, estimates circulating within Oracle put the latest round of layoffs between 7,000 and 10,000 roles, though these figures are unconfirmed.
- Oracle reported capital expenditure of $28.5 billion in its first quarter of fiscal 2027, compared to $8.5 billion a year earlier, driven by AI infrastructure demand.
Oracle has initiated a new round of job cuts across its US and India operations, with a leaked document revealing that approximately 7.6% of its US Cloud Infrastructure organization, totaling 546 employees, were affected. The roles most impacted in the US included managers, engineers, software developers, and those in data center maintenance. In India, product engineering teams have reportedly borne the brunt of the layoffs, though the full scale of the cuts there remains unconfirmed. Earlier internal estimates suggested that up to 3,000 employees in India could be affected.
These reductions come as Oracle significantly increases its spending on cloud computing and artificial intelligence infrastructure. The company reported capital expenditure of $28.5 billion in its first quarter of fiscal 2027, a substantial rise from $8.5 billion in the same period a year prior, driven by demand for AI-related cloud capacity. Oracle secured over $30 billion in additional AI cloud contracts during the quarter, contributing to its remaining performance obligations of $664 billion. Cloud infrastructure revenue surged 121% year-on-year to $7.4 billion, while total revenue grew 30% to $19.3 billion. The company has not publicly attributed the latest layoffs to a single factor, but the restructuring occurs alongside this rapid expansion and a stated effort to control costs and align its workforce with evolving business priorities.