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Topic

Enterprise Software

Applications and databases sold to businesses for operations such as finance, human resources and data management.

Current clusters

invest7 publishers

Oracle spent roughly half of fiscal 2026's entire capital budget in one quarter

Cloud infrastructure revenue more than doubled to $7.4bn and the contracted backlog reached $664bn, while the $28.5bn Oracle put into capacity in three months turned a record $23.1bn of operating cash flow into free cash flow of negative $5.4bn.

Perspective Coverage

6 publishers
Builder
Builder 17%
Operator
Operator 26%
Investor
Investor 57%

Reality

Evidence82
Adoption72
Hype gap−8
Incentives68
Confidence80