Oracle
Compare Oracle…Enterprise database, cloud infrastructure (OCI), and applications. Major NVIDIA GPU buyer powering AI workloads.
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OracleEnterprise database, cloud infrastructure (OCI), and applications. Major NVIDIA GPU buyer powering AI workloads.
Q1 2023-Q3 2025
Q1 2023-Q3 2025
2021-Q2-2026-Q1
2021-Q2-2026-Q1
2006-2025
$ORCL
OCI Generative AI service plus large-scale GPU cloud contracts. Oracle is the primary compute supplier for xAI Colossus and a major secondary supplier for OpenAI through the Stargate joint venture. Larry Ellison routinely cites OCI GenAI bookings on earnings (multi-billion-dollar RPO from AI cloud deals). Oracle Cloud Services FY2025 revenue approximately $24B.
