New Oracle layoff data reveals heavy cuts among cloud workers
The layoffs include developers, engineers and senior managers and come as Oracle raises its restructuring costs to $2.8 billion and dramatically expands AI infrastructure spending.
New details are emerging about Oracle’s latest round of layoffs, with software developers, infrastructure engineers and managers among those hit hardest in the company’s cloud infrastructure business.
A document obtained by Business Insider shows that 546 employees in Oracle’s America Cloud Infrastructure organization were included in the cuts. The figure represents about 7.6% of the 7,185 employees covered by the document.
The new breakdown provides the clearest picture so far of where the latest reductions are falling. Oracle has not disclosed the total number of employees affected by the layoffs announced last week, which the company has described as part of a “broader organizational change.”
Software Developer III was the single job title with the largest number of departures, with 57 employees losing their jobs. Across different levels, software developers accounted for roughly 17% of the layoffs covered by the document.
Managers were another major target of the cuts. Positions with “manager” in their titles accounted for 128 terminations, or nearly one-quarter of the layoffs listed. Program manager positions alone accounted for 61 departures.
Principal core infrastructure engineers were also among the more heavily affected positions, while Oracle’s data center support services unit lost 41 employees. Those included the division’s vice president and two senior directors.
The document also provides an indication of the age profile of the employees affected. Most were over 40, while approximately one in six was at least 60 years old. Oracle said the information was disclosed to comply with federal age discrimination laws.
The figures add another layer to a restructuring that has already eliminated a significant portion of Oracle’s workforce. The company cut approximately 21,000 positions during the fiscal year that ended May 31, 2026, equivalent to about 13% of its workforce. Oracle has attributed part of those reductions to its deployment of artificial intelligence.
Oracle increased its expected fiscal 2026 restructuring costs by $700 million to approximately $2.8 billion. The company has not said how many employees were affected by the latest round.
At the same time, Oracle is dramatically increasing its spending on the infrastructure needed for the AI boom. Its capital expenditures reached $28.5 billion in its latest quarter, up from $8.5 billion a year earlier, while the company expects fiscal 2027 capital expenditures of $90 billion to $95 billion.
