Oracle issued layoff notices to more than 300 people in Washington and California this week, according to state workers coordination and retraining notification applications for these states.
In California, 143 employees of Oracle's Redwood City Office, which came into effect on October 13, 2025, have received layoff notifications. In Washington, 161 employees from the company's Seattle office have been notified, and will remain in effect in October.
Oracle did not respond to requests for comment.
Staff familiar with the issue asked not to be identified. Register The figure appears low, citing allegations that Microsoft's recent layoff notification failed to count people who worked remotely.
“I feel like that happened here too. The numbers reported are not exactly what my network is saying,” our source said.
“My estimates will be thousands of people all over the world,” our source said. “This is probably the first start too.”
Oracle reportedly let go of around 10% of its Indian staff. The layoffs follow Tata Consultancy Services' recent decision to fire more than 10,000 workers. This is a decision that stems from “macro uncertainty and AI confusion” in the economic era.
The Seattle job cut focuses on Oracle Cloud infrastructure, offering platform as an infrastructure and platform as a service. The morale of the OCI group is said to have already been low after the radar under layoffs in March.
Our sources do not believe that the cut is intended as a cover to move offshore work. This is a scenario that India's layoffs seem to eliminate. Rather, Oracle is said to be involving its presence in Seattle, closing its offices and cutting down its staff.
“To be honest, it's about AI Capex,” says our source on the enormous capital expenditures being made by cloud providers to build data centers for AI workloads. “No one wants OCI as a cloud platform. At least not many. The only reason we're successful now is because of the rise of AI, and we made a good bet early to get a bunch of AI hardware.”
Many OCI services have fewer customers, which is why executives are shutting them down. One example cited is said to have staff of over 100 developers, generating only an annual revenue that is sufficient to pay one or two of them.
Oracle Chair and CTO Larry Ellison provided an alternative take on the company's fourth quarter results [PDF] June.
“Oracle Cloud Infrastructure's overall consumption revenue rose 62% in the fourth quarter,” he said in a statement. “We expect OCI consumption revenue to be even faster at FY26. OCI revenue growth is rising sharply. There is also demand.”
Our sources disagree.
“So the reality is that AI is the only one that will make OCI and Oracle successful right now,” we say. “And we don't do something unique with AI. All we do is host other people's AI products. So the only “In” in AI is spending as much money as possible to sell to tiktok and others on AI infrastructure. ®
