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Oracle says it will limit new financing to $20 billion through fiscal 2030, as it expands cloud capacity for AI. Reuters reports the company expects capital spending to peak this fiscal year and next.

Oracle also expects free cash flow to turn positive in the second half of fiscal 2028 and exceed $30 billion in fiscal 2029. Those are forecasts, not cash already in the bank, but they give investors a clearer view of how Oracle says it will fund the build-out. The new financing cap and cash-flow timetable add useful detail to Oracle’s AI infrastructure plans. Should investors take the financing limit as reassurance, or is the real test whether Oracle can deliver the promised cash flow?

Discuss: Should investors take Oracle’s financing limit as reassurance, or is the real test whether it can deliver the promised cash flow?

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