CLAIM #47492 · ORCL (ORCL) · 2026Q2 earnings call · Dec 10, 2025 · due Dec 10, 2027
“That ends up very rapidly ensuring that we get to that 30 to 40% gross margin profile for all of the AI data centers.”
Clay Magouyrk · CEO
How to check this claim
Look at: Gross margin profile for AI data centers (segment or company-disclosed AI/cloud infrastructure gross margin)
It came true if: Gross margin for AI data centers reaches between 30% and 40%
Where: Company disclosures / management commentary on quarterly earnings calls (segment gross margin discussion)
In context
“enses without that kind of revenue and the gross margin profile that we talked about is really on the order of a couple of months. So in that scenario, that time period is not material. So a couple of months is not a long time. What actually matters much more is the overall mix of the data centers that we have online right, and how they're growing compared to the total amount that we're scaling across the world. And so I think as we go through this build-out phase, right now, we're in a phase of very rapid build-out without the majority of the capacity online. Obviously, the aggregate mix is going to be lower. But as we actually get the majority of this capacity online, and that's really our focus, the best way to improve margins quickly, is to actually go out and deliver capacity faster. That ends up very rapidly ensuring that we get to that 30 to 40% gross margin profile for all of the AI data centers. Operator: Your next question comes from the line of Tyler Radke with Citi. Please go ahead. Tyler Radke: Yes. Thank you for taking the question, and this question for Larry or Clay. So Oracle has clearly established itself as a leading provider, for AI infrastructure. To AI labs and, in some cases, enterprise clients. How are you thinking about the opportunity to sell additional services such as database, middleware, other pieces of the portfolio similar to how we saw cloud providers add that on at the early days of the public cloud space, and what might be some of the similarities or differences that you see with the emerging AI platform as a service market versus the traditional cloud platform as a service market. Thank you. Lawrence Ellison: Well, let me start with traditional cloud an”
Verify independently
SEC filings for ORCL ↗ · Claim quote is verbatim from the 2026Q2 earnings call.