Oracle layoffs could hit hard and soon. According to a fresh report from investment bank TD Cowen, the company is looking at slashing between 20,000 and 30,000 jobs. This would mark the biggest workforce reduction in Oracle’s history.
The main reason? Oracle needs huge amounts of cash to build out AI data centers. A key driver is its big partnership with OpenAI. TD Cowen estimates that just the OpenAI commitment could demand around $156 billion in capital spending over the next five years. That includes rolling out about 3 million high-end GPUs.
Banks are making it tougher too. Several US banks have stepped back from lending for Oracle’s data center projects. This has pushed up borrowing costs. To help, Oracle is even asking some customers for 40% upfront deposits on deals.
Job cuts could free up $8 billion to $10 billion in free cash flow each year. That money would go straight toward funding these massive builds.
Oracle has already trimmed staff before. Late last year, it cut around 10,000 jobs in a restructuring move. If the new Oracle layoffs happen, the scale would be much larger.
The company is also thinking about selling assets. One big option on the table is Cerner, the healthcare tech firm Oracle bought for $28.3 billion back in 2022.
Here’s a quick look at the key numbers from the TD Cowen report:
| Aspect | Details |
|---|---|
| Potential Job Cuts | 20,000 – 30,000 |
| Cash Flow Boost | $8–10 billion annually |
| OpenAI Capex Estimate | $156 billion over 5 years |
| GPUs Needed | ~3 million high-end |
| Recent Prior Cuts | ~10,000 in late 2025 |
| Asset Sale Considered | Cerner (acquired for $28.3B in 2022) |
Oracle hasn’t commented officially yet. But the pressure is clear — the race to power AI is expensive, and tough choices are coming.
Also Read: Mayasabha Day 3 vs Mardaani 3 Day 3 Collection
Investors and employees are watching closely. These Oracle layoffs, if they go ahead, could reshape the company as it bets big on the future of AI.
Yogesh Kolhe is a business and market news writer covering the share market, company earnings, and gold and silver price movements, with a strong focus on the automobile sector. A Mechanical Engineering graduate with 5 years of share market experience, he provides data-driven, reliable insights into market and industry trends.
