Oracle Eyes $80–100B FY27 Capex for Nvidia GPUs; Nebius Launches RTX-Powered AI Lab
NVDA•Oracle could guide FY27 capital spending of $80-$100 billion to build Stargate campuses and purchase Nvidia GPUs, underpinning potential surge in Nvidia hardware sales. Nebius’s new six-month Physical AI Living Lab will leverage Nvidia RTX PRO 6000 Blackwell Server Edition GPUs on Nebius Cloud, deepening Nvidia’s enterprise footprint.
1. Oracle Plans Massive AI Infrastructure Spending
Oracle is expected to guide FY27 capital expenditures between $80 billion and $100 billion as it builds new Stargate data center campuses and acquires additional Nvidia GPUs. Analysts forecast strong revenue and EPS growth driven by AI and IaaS demand, while investors will watch remaining performance obligations and management’s commentary on AI capacity.
2. Nebius Launches RTX-Powered Physical AI Living Lab
Nebius Group has unveiled a six-month Physical AI Living Lab offering robotics startups access to Nvidia RTX PRO 6000 Blackwell Server Edition GPUs on Nebius Cloud infrastructure. The program, starting in September 2026, aims to accelerate real-world deployment of AI-driven robotics and may expand into new regions as demand for physical AI development grows.
