Oracle's Trading Volume Drops 27% Despite Record Cloud Revenue Growth

On June 18, 2025, Oracle's trading volume reached $2.717 billion, marking a 27.37% decrease from the previous day. The stock price of Oracle (ORCL) rose by 1.22%.

Oracle reported total revenues of $15.9 billion for the quarter ending May 31, 2025, representing an 11% year-over-year growth. The company's cloud revenue surged by 27% to $6.7 billion, with cloud infrastructure revenue growing by 52% to $3.0 billion and cloud application revenue increasing by 12% to $3.7 billion. Oracle's CEO Safra Catz projected even stronger growth for the fiscal year 2026, expecting total cloud growth to exceed 40% and cloud infrastructure growth to surpass 70%.

Oracle Cloud Infrastructure (OCI) has become the preferred choice for AI innovators worldwide for AI training and inferencing needs. Leading AI companies, including Fireworks AI, Hedra, Numenta, and Soniox, have selected OCI for its scalability, performance, and cost efficiency. The platform offers high-performance GPU clusters, enabling companies to efficiently scale their AI operations while maintaining reliability and security.

Oracle has launched the Oracle Defense Ecosystem, a global initiative aimed at transforming defense and government technology innovation. The ecosystem helps defense tech innovators access national security delivery channels through Oracle Cloud Infrastructure (OCI). Initial members include companies like Arqit, Blackshark.ai, and Entanglement. The program offers multiple benefits, including Oracle Sales Support, Palantir integration, Oracle Cloud Marketplace access, and secure facilities access.

Oracle announced Oracle Compute Cloud@Customer Isolated, a secure sovereign compute cloud service designed for governments and regulated industries that can operate disconnected from the internet. The service delivers the same compute, storage, and networking capabilities as Oracle Compute Cloud@Customer while enabling organizations to maintain data sovereignty and infrastructure control. The solution is particularly targeted at defense, intelligence agencies, telecommunications, and healthcare organizations requiring high security and data protection.

Oracle and Nextcloud announced a strategic partnership to bring Nextcloud Hub, an open-source content collaboration platform, to Oracle Cloud Infrastructure (OCI). The integration enables government and enterprise customers to deploy Nextcloud Hub across OCI's sovereign cloud solutions, including public, government, dedicated, and air-gapped regions. The partnership focuses on providing secure collaboration tools with features like dedicated infrastructure, independent control planes, and customer-managed encryption.

Oracle and AMD announced a major collaboration to enhance AI capabilities on Oracle Cloud Infrastructure (OCI), with Oracle becoming one of the first hyperscalers to offer an AI supercomputer using AMD Instinct MI355X GPUs. The partnership will deliver a zettascale AI cluster supporting up to 131,072 MI355X GPUs, providing 2.8X higher throughput and 2X better price-performance compared to previous generations. The new offering features 288GB of HBM3 memory, up to 8TB/s memory bandwidth, and supports FP4 compute standard.

Seekr has entered a multi-year partnership with Oracle Cloud Infrastructure (OCI) to accelerate enterprise AI deployments. The collaboration leverages OCI's AI infrastructure powered by AMD Instinct MI300X GPUs to support Seekr's SeekrFlow platform for AI development. The partnership focuses on delivering trusted AI solutions, with Seekr utilizing OCI's infrastructure for multi-node training capabilities, LLM development, and vision-language foundation model training.