signed
Meta–Oracle cloud commitment (reported ~$20B)
Oracle's fiscal Q2 2026 results said remaining performance obligations rose $68 billion to $523 billion, highlighted by new commitments from Meta, NVIDIA and others. Reuters and Bloomberg had reported in September 2025 that Oracle and Meta were negotiating a cloud deal worth about $20 billion.
- Value
- n/d
- Capacity
- n/d
- Term
- n/d
- Accelerators
- n/d
What the value means
Meta's amount is not disclosed; it sits inside a $68 billion quarterly RPO increase. About $20 billion is the figure from September 2025 reports of talks (Reuters, Bloomberg).
The record
Verified 9 Nov 2026- Announced
- Buyer
- Meta
- Seller / provider
- Oracle
- ValueHeadline dollar value exactly as stated in the cited source.
- Not disclosed
- Capacity
- Not disclosed
- Accelerators
- Not disclosed
- Chips
- Not named
- Term
- Not disclosed
- StatusBinding agreement disclosed
- signed
- Other parties
- None named
- Deal type
- cloud-capacity, sec-filing
Sources
2- Oracle Announces Fiscal Year 2026 Second Quarter Financial Results, 8-K Ex. 99.1 (SEC) read 2026-11-09
- Oracle eyes $20 billion AI cloud computing deal with Meta, source says (Reuters) read 2026-11-09
Cite this deal
AI Compute Deals, “Meta–Oracle cloud commitment (reported ~$20B)”, https://aicomputedeals.com/meta-oracle-cloud-2025-12/ (verified 2026-11-09).
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