Oracle Corp has laid off tens of thousands of employees globally as the U.S. business-software maker shifts resources toward artificial-intelligence infrastructure, employees and analysts said.
Workers in the United States, India, and several other countries reported receiving termination notices by email early Tuesday morning, according to posts on professional network Blind and Reddit's r/employeesOfOracle forum. Many said their access to internal systems was removed immediately after the notifications were sent.
Oracle has not confirmed how many people are affected. Investment bank TD Cowen estimated the cuts could reach between 20,000 and 30,000 positions, or roughly 18% of the company's global workforce of 162,000.
A review of forum posts suggested reductions across multiple units, including revenue operations, health sciences, and cloud-services teams. Some staff in Austin, Texas, said they were offered four weeks of severance pay and 10 days' notice. Oracle did not immediately respond to a request for comment.
TD Cowen has said the company's layoff program could free $8 billion to $10 billion in annual cash flow for AI data-center investment. The bank forecasts total capital spending of about $156 billion for Oracle's AI infrastructure buildout over the next several years.
Oracle reported net income of $6.13 billion last quarter, a 95% jump from a year earlier, and disclosed a $2.1 billion restructuring plan in its March 2026 quarterly filing, including $982 million already recorded. The company's remaining performance obligations rose to $523 billion, reflecting increased long-term cloud-service contracts.
Bloomberg first reported earlier in March that Oracle was preparing major staff reductions aimed at roles likely to be automated through AI. The cuts follow Oracle's $50 billion debt and equity raise announced in January and a leadership transition that brought Mike Sicilia and Clay Magouyrk to the chief executive roles, succeeding Safra Catz.
Oracle shares have dropped more than 50% from their September 2025 high as the company expands data-center spending while absorbing new debt. Analysts say the restructuring underscores a wider shift in the technology industry as companies cut traditional headcount to reallocate funds to AI infrastructure.
References:
- Rolling Out — Oracle slashes 30,000 jobs with a cold 6 a.m. email (March 31, 2026)
- CNBC — Oracle cutting thousands in latest layoff round as company ramps AI spending (March 31, 2026)
- Reddit — r/employeesOfOracle 2026 layoff discussion thread
- Blind — Verified Oracle employees discuss layoffs (March 2026)
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