Oracle Wins $88M U.S. Air Force Cloud Contract

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Oracle Wins $88M U.S. Air Force Cloud Contract

Faizan Farooque

Fri, February 13, 2026 at 1:04 AM GMT+9 1 min read

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This article first appeared on GuruFocus.

Oracle Corporation (ORCL, Financials) has been awarded an $88 million firm-fixed-price task order by the U.S. Department of the Air Force to provide Oracle Cloud Infrastructure services for the Air Force Cloud One program.

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The Cloud One initiative allows Department of Defense customers to use secure, resilient cloud services across multiple classification levels. Under the agreement, mission owners can access Oracle’s cloud infrastructure along with Department of Defense security services, including Secure Cloud Computing Architecture capabilities.

The contract also supports the use of Oracle AI Database 26ai on OCI, enabling agencies to securely integrate proprietary and public data when running artificial intelligence workflows.

The task order covers OCI offerings used by Cloud One and government customers across the Air Force and broader Department of Defense enterprise.

Work will be performed at contractor-designated facilities throughout the United States and is expected to continue through Dec. 7, 2028.

Shares of Oracle rose modestly in premarket trading following the announcement. Investors will monitor federal cloud demand as Oracle continues expanding its government and defense-related business.

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