September 26, 2026, (Inside AI) — Oracle has laid off 546 employees from its America Cloud Infrastructure organization, according to a document obtained by Business Insider. The cuts represent about 7.6 percent of the 7,185 employees listed in the document, which Oracle prepared to comply with U.S. age-discrimination law.
The layoffs arrive as Oracle's cloud infrastructure business posts explosive growth. In its first quarter of fiscal 2027, Oracle reported $7.4 billion in cloud infrastructure revenue, up 121 percent year over year. Total cloud revenue rose 62 percent to $11.6 billion. The company also plans capital expenditures of $90 billion to $95 billion for the fiscal year.
Software developers, program managers, infrastructure engineers, and data-center support workers were among those affected. Oracle has not disclosed the total number of employees impacted by the latest round.
Inside The 546 Cuts
The document lists job titles and ages for employees eligible for severance benefits. Business Insider could not determine whether it represented everyone laid off from the organization. Oracle did not respond to a request for comment.
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Software Developer III was the single job title with the largest number of layoffs, with 57 positions listed. Across all levels, software developers accounted for about 17 percent of the roles cut. Program manager IV and principal core infrastructure engineer were also among the most affected roles.
Management roles were heavily represented. Business Insider counted 128 positions containing the word "manager," or about 23 percent of the listed cuts. Program manager positions alone accounted for 61 terminations.
Oracle's data-center support services division, which handles maintenance and technical support, had 41 employees included in the document. They included the division's vice president and two senior directors.
The report also found that a majority of the employees listed were over 40, while about 16 percent were aged 60 or older. Oracle said the information was provided to comply with federal age-discrimination laws. The age distribution, by itself, does not establish that age was a factor in the layoffs.
AI Spending Versus Workforce Shrinkage
The layoffs are notable because they come inside one of Oracle's fastest-growing businesses. They are not simply happening in a shrinking cloud operation. They are taking place as Oracle expands its infrastructure business rapidly and invests heavily in the capacity required to serve cloud and AI customers.
Oracle's capital spending has risen dramatically alongside that growth. The company reported $28.5 billion in capital expenditure for the quarter ended August 31, compared with $8.5 billion in the same quarter a year earlier. Oracle has maintained its fiscal 2027 capital expenditure forecast at $90 billion-$95 billion.
The spending includes servers, networking equipment, and data-center-related assets. Oracle has been expanding its infrastructure capacity as demand for cloud and AI services grows.
In its latest regulatory filing, Oracle said its 2026 restructuring plan was designed to improve operational efficiency and included "the adoption and integration of artificial intelligence technologies across certain functions and other operational activities."
The company also said some savings from the restructuring were being offset by investments in resources and geographies supporting its cloud offerings, including its second-generation cloud infrastructure.
That provides evidence of an AI-related restructuring strategy. It does not, however, establish that AI directly replaced the 546 workers listed in the document.
The latest layoffs came a day before new Oracle Chief Financial Officer Hilary Maxson addressed employees at her first companywide meeting.
Maxson said the company's approach was not simply to ask employees to do more work with fewer resources. "I don't mean doing more with less, which is a phrase that I really, really don't like." Hilary Maxson, Chief Financial Officer, Oracle.
According to Business Insider, which reviewed a recording of the meeting, Maxson said Oracle wanted employees to simplify processes that did not help customers and make clearer choices about where resources would have the greatest impact.
The roughly hour-long town hall did not directly address the layoffs. Executives instead focused on growth, customer demand, and opportunities created by artificial intelligence.
Oracle co-CEO Mike Sicilia told employees, "I'd ask you to keep asking a very simple question: How does the work that I'm doing help deliver a better outcome for a customer?" Mike Sicilia, Co-CEO, Oracle.
Sicilia also acknowledged the changes taking place inside and outside the company, saying that how employees work together and support customers and one another would matter.
The latest US figures are relevant to India because Oracle has a substantial workforce in the country, including product engineering, development, and support operations. But Oracle has not disclosed how many Indian employees were affected by the latest round.
Indian employees and their families have also shared accounts of the layoffs on social media. The Indian Express, citing PTI, earlier reported on a LinkedIn post by Pooja Sahu, whose husband Sourabh was among those affected after 12 years at Oracle. She described him working through holidays, birthdays, and family occasions and said he had even logged in from a hospital while she underwent surgery.
Other Oracle employees in India have also turned to LinkedIn seeking referrals and new opportunities. The personal accounts cited by The Indian Express could not be independently verified.
