As per Business Insider, managers at Oracle have been asked to identify employees who might be affected by the planned reductions. Oracle layoffs on cards? This comes as Oracle attempts to balance its expanding AI infrastructure business with costs associated with running the company. Oracle spending billions on AI infrastructureThe company has increased its investment in infrastructure to meet growing demand for AI computing. It reportedly spent $55.7 billion on AI-related infrastructure during fiscal 2026 and borrowed around $43 billion to help fund its expansion.