Oracle Layoffs Hit Cloud Infrastructure Unit in India and US
Key Points
- Oracle cuts several hundred jobs in India and US OCI cloud unit.
- Teams in Enterprise Engineering, Fusion ERP, and AI/ML projects impacted.
- Layoffs part of restructuring to fund AI infrastructure expansion.
- Oracle share price remains near record highs despite job cuts.
- Selective hiring continues for AI-focused and cloud infrastructure roles.
August 14, 2025 — Oracle has initiated another round of job cuts within its Oracle Cloud Infrastructure (OCI) division, affecting several hundred employees in both India and the United States. The move comes amid the company’s accelerated investment in artificial intelligence (AI) infrastructure.
Key Impact Areas
The layoffs have touched teams across Enterprise Engineering, Fusion ERP, data center operations, AI/ML project management, and the OCI AI group. Employees in India’s major tech hubs and U.S. offices have been among those impacted. While precise numbers remain undisclosed, the cuts follow earlier reductions this year that reportedly involved thousands of roles.
Reason Behind the Move
Oracle is shifting resources toward AI-driven infrastructure projects, including the high-profile Stargate initiative. The company maintains that the restructuring is part of a strategy to align talent with priority growth areas while controlling costs.
Investor Reaction
Despite the job cuts, Oracle’s share price has remained resilient, with the stock trading near record highs in 2025. Analysts suggest investors view the layoffs as a cost-optimization measure to support long-term AI expansion.
Future Hiring Outlook
Oracle continues to selectively hire for roles tied to its AI infrastructure plans, even as it reduces headcount in other segments. Positions linked to AI engineering, data management, and high-capacity computing infrastructure are expected to remain priorities in the coming months.
Industry Context
The layoffs align with a broader trend in the technology sector where companies are investing heavily in AI while streamlining traditional operations. Several major cloud providers have also reported workforce adjustments this year to redirect resources toward AI-driven projects.
For professionals in the cloud and AI sectors, the Oracle layoffs serve as both a warning and an opportunity — signaling rapid industry change but also creating openings in emerging technology areas.
Oracle Share Price Today
Ticker: ORCL (NYSE)
Last Close: $143.25
Day Change: +0.85%
Oracle’s share price has stayed near record highs this year, reflecting investor confidence in its AI-focused growth strategy despite workforce reductions.
Expert Analysis
“The technology industry is at a pivotal moment,” says Priya Mehta, a senior analyst at TechInsight Global. “Oracle’s decision mirrors moves by Microsoft, Google, and AWS, where capital and human resources are being redirected to AI initiatives. While short-term job losses can be painful, the medium-term outlook could bring high-value AI and cloud roles that didn’t exist a few years ago.”
Market experts warn, however, that the pace of AI investment could lead to skill gaps if training programs are not expanded. “Companies like Oracle need to invest not just in hardware and infrastructure, but in people — reskilling the workforce to adapt to the AI era,” adds Mehta.
