Technology clashes with liquidity: a restructuring plan of $2.8 billion The company has announced that the cost of cuts, classified as a 2026 restructuring plan, is estimated at approximately $2.8 billion. This figure represents a significant increase compared to previously anticipated costs, with an additional $700 million increase. According to the company, these new cuts are actions expected to improve operational efficiency.

The layoffs plan adopted on June 22 stipulates that Larry Ellison could sell 50 million shares by October 24. The shares closed on June 22 at $175.07, with a total value of $8.8 billion for those 50 million shares sold. The share sale recorded a decrease of 16 percent compared to the previous closing price.

Ellison was a key investor for David Ellison's takeover in 2024, with an investment of $110 billion. Oracle has already credited approximately $2.1 billion in costs related to the restructuring plan. The increase of $700 million reflects anticipated actions, while the already credited costs are $2.8 billion.

Financial pressure stems from a high cost for developing data centers for clients such as OpenAI. Oracle has begun cutting thousands of jobs to save liquidity, as reported by Bloomberg. According to the company, reducing costs and protecting margins are the priorities.

Internal staff noted that the number of employees has dropped by 21,000 units from the previous year. The current situation shows a contrast between the need for AI infrastructure investments and the availability of capital. Final results remain uncertain, with various economic and strategic variables that are not yet fully clear for all stakeholders.