Oracle’s workforce cuts are spreading into India, extending a year of major restructuring that has already reduced the company’s headcount in the U.S. and other markets.
The latest round comes as Oracle continues to pour billions of dollars into AI infrastructure and data centers, raising fresh questions about how the company is balancing aggressive technology investments with efforts to reduce its workforce.
Oracle is cutting around 3,000 employees in India as the technology company restructures its workforce and shifts more of its resources toward newer areas, including AI and cloud infrastructure, The Economic Times reported Tuesday. The cuts are part of a wider cost-reduction effort at Oracle as it continues to make major investments in data centers.
The latest layoffs come months after Oracle eliminated thousands of positions across the U.S., India, Canada and Mexico. On March 31, employees were informed by email that their positions were being eliminated. The notifications arrived around 6 a.m. local time for many workers, according to reports at the time. Employees affected by that round received termination and severance information electronically, while access to Oracle’s systems was withdrawn the same day.
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The September cuts now extend that restructuring into another quarter and underscore the scale of Oracle’s workforce reduction over the past year.
Oracle has about 30,000 employees in India, meaning the loss of around 3,000 positions represents roughly 10% of its workforce in the country. The company had already cut around 12,000 jobs in India during an earlier round of layoffs this year.
The latest reduction also follows a sharp decline in Oracle’s global headcount. The company’s workforce fell from approximately 162,000 employees to 141,000 during the fiscal year that ended May 31, 2026, a reduction of about 21,000 workers.
The job cuts are unfolding as Oracle pours enormous amounts of money into AI infrastructure and data centers. Business Insider reported in August that Oracle was preparing another round of workforce reductions, with managers asked to identify employees whose roles could be eliminated. The publication said some teams could face cuts reaching double-digit percentages and that Oracle wanted to reduce payroll before its second fiscal quarter began Sept. 1.
The timing of the cuts had drawn particular attention because Sept. 1 marked the beginning of Oracle’s fiscal second quarter. The possibility of another round had already prompted employees to watch for the same early-morning layoff emails that were sent during the March restructuring.
Oracle has not publicly confirmed every detail surrounding the latest workforce reduction, including the number of employees affected in specific teams. However, The Economic Times reported Sept. 1 that around 3,000 positions in India were being eliminated.
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The contrast between Oracle’s workforce reductions and its AI spending has become increasingly difficult to overlook. The company spent about $55.7 billion on infrastructure during fiscal 2026, according to reports citing its financial disclosures. Business Insider also reported that Oracle raised billions through debt and stock sales to finance its infrastructure expansion.
At the same time, Oracle’s restructuring costs have climbed substantially. The company recorded about $1.8 billion in restructuring costs during fiscal 2026, compared with $374 million a year earlier. Oracle’s 2026 restructuring plan carries an estimated cost of up to $2.1 billion, according to the company’s filing with the Securities and Exchange Commission (SEC).
The workforce reductions therefore come as part of a much larger shift at Oracle. The company is reducing headcount and restructuring parts of its business while directing substantial capital toward cloud computing, AI and data center capacity.
For employees in India, the latest cuts represent another major blow after the large-scale layoffs earlier this year. For Oracle, they are another indication that the company’s push into AI infrastructure is being accompanied by a significant restructuring of its traditional workforce.