Cloud revenue is expected to grow from 16% to 18% in constant currency and from 19% to 21% in USD. Non-GAAP EPS is expected to grow between 12% to 14% and be between $1.64 and $1.68 in constant currency and grow between 16% to 18% and be between $1.70 and $1.74 in USD.
And with that, I’ll turn it over to Clay.
Clay Magouyrk
(Chief Executive Officer & Director - Oracle Corporation)
Thank you, Doug. Our infrastructure business has grown at an accelerating 66% year-over-year. We are well aware of the strong demand for AI infrastructure, but multiple segments across OCI are also contributing to this accelerating growth rate, including cloud native, dedicated regions and Multicloud. Our diversity of capabilities within infrastructure differentiates us from AI infrastructure neoclouds.
Our unique combination of infrastructure and applications differentiates us from other hyperscalers. We have ambitious achievable goals for capacity delivery worldwide. OCI now operates 147 live customer-facing regions with 64 more regions planned. In the last quarter, we handed over close to 400 megawatts of data center capacity to our customers. We also delivered 50% more GPU capacity this quarter than Q1. Our Supercluster in Abilene, Texas is on track with more than 96,000 NVIDIA Grace Blackwell GB200 delivered. We also began delivering AMD MI355 capacity to customers this quarter.
Our pace of capacity delivery continues to accelerate. We continue to see strong demand for AI infrastructure across training and inferencing. We follow a very rigorous process before accepting customer contracts. This process ensures that we have all of the necessary ingredients to deliver to customer success at margins that make sense for our business. We analyze land and power for data center buildings, component supply, including GPUs, network gear and optics, labor costs for all phases of construction and low voltage work, engineering capacity to design, build and operate, revenue and profitability and capital investments required.
Only when all these components come together do we accept customer contracts, having the confidence we can deliver on schedule with the highest quality. As Doug said, this quarter, we contracted for an additional $68 billion of RPO. These contracts will quickly add revenue and margin to our infrastructure business. We continue to carefully evaluate all future infrastructure investments, investing only when we have alignment across all necessary components to ensure profitable delivery for our customers.
The holiday season is a peak period for many of our retail and consumer customers. It is our responsibility at OCI to deliver the most secure, highest performance and highest availability infrastructure to support these customers at the scale they need. Uber has now surpassed 3 million cores on OCI, powering their highest traffic ever this Halloween. Temu scaled to nearly 1 million cores for Black Friday and Cyber Monday. In addition, we also supported thousands of other customers across our retail and other applications through their largest and most successful holiday period yet.
OCI is constantly expanding in features and services. We recently launched Acceleron, delivering enhanced networking to all OCI customers and other services like our AI agent service. However, we cannot deliver everything ourselves, and we rely on our rapidly expanding partner community to provide the best experience on OCI.