By Craig Hale
Publication Date: 2025-12-15 11:18:00
- Oracle’s SEC filing reveals $248 billion in data center deals
- “Current” and “expected” demand are driving nationwide expansion
- Government, bank and private debt provide the money needed for growth
Oracle has confirmed a continued increase in data center contracts, with the value of its leasing obligations totaling $248 billion as of November 30, 2025.
We recently reported on the company planned to increase capital expenditure Sales are expected to rise to $50 billion this fiscal year, up from a previous forecast of $35 billion.
But now we know that Oracle has signed data center and cloud capacity leases worth nearly $250 billion over 15 to 19 years, a significant 148% increase since the previous quarter in August 2025.
Oracle’s future will be dominated by data center businesses
“As of November 30, 2025, we had $248 billion of additional lease obligations, substantially all related to data center and cloud capacity arrangements, generally commencing between the third quarter of fiscal 2026 and fiscal 2028 and for…
