Oracle has begun a fresh round of layoffs, with some employees receiving same-day notices that their roles were being eliminated as part of a broader organizational change. The September 14 cuts come as Oracle increases its expected restructuring costs to roughly $2.8 billion while pouring unprecedented sums into data centers needed for its rapidly growing AI cloud business.
Oracle has started a new round of layoffs amid AI investment debt concerns. https://t.co/sgAzwtbIVI
— Business Insider (@BusinessInsider) September 14, 2026
The number of employees affected in the latest round has not been disclosed. Business Insider reported the layoffs based on three affected workers and an email it reviewed, marking the latest workforce reduction at Oracle after its global headcount had already fallen sharply during the previous fiscal year.
Oracle workers receive immediate layoff notices
The layoffs had been expected to begin Monday following earlier reports that Oracle was preparing another round of job cuts.
Employees receiving the notification were informed that September 14 would be their final working day. The email said their roles were being eliminated following consideration of Oracle’s business needs and as part of a broader organizational change.
Workers were told that access to company computers, email, voicemail and files would soon be deactivated. They were asked to provide personal email addresses so Oracle could send separation documents and severance information after their corporate access ended.
According to documents reviewed by Business Insider, affected U.S. employees were offered four weeks of base salary plus one additional week for each year of employment, subject to Oracle’s severance-plan terms.
Posts from people claiming to have been affected also appeared on LinkedIn, Reddit and Blind. Oracle had not immediately responded to Business Insider’s request for comment when its report was published.
Oracle had already reduced its workforce by 21,000
The new layoffs follow substantial reductions during Oracle’s fiscal year ended May 31, 2026.
The company’s workforce declined by approximately 21,000 employees, or 13%, leaving around 141,000 workers before the latest round. Earlier reporting indicated that planned September reductions could reach double-digit percentages on some teams, although Oracle has not confirmed how many positions are being eliminated now.
Oracle has previously acknowledged that adoption and deployment of AI across its operations has resulted, and could continue to result, in workforce reductions.
Restructuring bill rises by $700 million
The latest cuts coincide with an expansion of Oracle’s fiscal 2026 restructuring plan. Expected costs have increased by approximately $700 million to $2.8 billion, with roughly $2.1 billion in charges recorded through August 31.
The increase should not be interpreted as $700 million being spent exclusively on the latest layoffs. Oracle’s restructuring program covers severance as well as contract termination and other exit costs.
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AI data center spending surges to $28.5 billion
While Oracle reduces jobs in parts of its business, spending on AI infrastructure is accelerating dramatically.
Capital expenditures reached $28.5 billion in the quarter ended August 31, compared with $8.5 billion a year earlier. Oracle has maintained a fiscal 2027 capital expenditure forecast of approximately $90 billion to $95 billion.
The company also raised about $19.9 billion by issuing approximately 141 million shares during the quarter and has said it plans to raise roughly $40 billion through debt and equity during its current fiscal year.
Oracle’s official investor disclosures provide its latest financial results and filings as investors assess the cost of the company’s AI expansion.
Oracle is cutting jobs while revenue surges
The layoffs are notable because they are occurring during strong growth rather than a broad decline in Oracle’s business.
Quarterly revenue reached a record $19.3 billion, up from $14.9 billion a year earlier. Cloud revenue climbed to approximately $11.6 billion, while cloud infrastructure revenue reached about $7.4 billion.
Oracle also reported $664 billion in remaining performance obligations, reflecting enormous contracted demand that has yet to be recognized as revenue. More context on that acceleration can be found in the recent Oracle earnings and AI cloud demand update.
Wall Street is watching Oracle’s cash flow
Rapid expansion comes at a cost. Oracle reported approximately $5.4 billion in negative free cash flow for the quarter as infrastructure investment surged.
That tension helps explain why investors are scrutinizing whether Oracle can turn its huge AI backlog into enough revenue and cash to justify its spending. Similar concerns over growth and valuations have recently weighed on technology stocks and the broader U.S. market.
Larry Ellison cancels planned Oracle share sale
Oracle co-founder and Executive Chairman Larry Ellison has also canceled a trading plan that could have allowed him to sell as many as 50 million Oracle shares through October 24.
Oracle said no shares were sold under the plan and that Ellison had no other plans to sell Oracle stock at that time.
How many Oracle jobs are being cut?
That remains the central unanswered question. Oracle has not disclosed a confirmed total for the September round, so the previous 21,000-worker decline should not be confused with the number losing their jobs now.
For employees and investors, the combination is significant: another round of job cuts is underway just as Oracle commits tens of billions of dollars to an AI infrastructure expansion that could reshape both its workforce and its financial profile.
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