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Shares in AI giant Oracle fall after revenue results ramp up bubble fears

created: Dec. 11, 2025, 7:08 a.m. | updated: Dec. 11, 2025, 2:57 p.m.

Oracle shares slide as earnings fail to ease AI bubble fearsOCI services major AI technology developers whose demand for Oracle's AI infrastructure helped the company's shares reach new highs in recent months but Wednesday's results failed to quell fears about a potential AI bubble. Revenue growth was still up 14%, with a 68% surge in sales at its AI business, Oracle Cloud Infrastructure (OCI), the company said. In a statement issued on Wednesday, Mr Ellison struck a cautious tone. "There are going to be a lot of changes in AI technology over the next few years and we must remain agile in response to those changes," he wrote. Mr Ellison also appeared to snub Nvidia, the designer of highly-sophisticated AI chips, saying Oracle would buy chips from any maker in order to serve clients.

3 days, 1 hour ago: BBC News