Oracle

Oracle is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include NVIDIA, AMD, Ampere Computing. Its key customers include Meta Platforms, OpenAI, xAI.

Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs.

Ticker
NYSE: ORCL
Headquarters
United States
Revenue
$67.4B (FY2026) · +17.3% YoY
Net income
$17.1B
Operating margin
30.6%
Market position
major
Value-chain segment
Hyperscalers, GPU Clouds (Neoclouds)
Key products
Oracle Cloud Infrastructure (OCI), Oracle Database, Oracle Fusion Cloud ERP, Oracle Autonomous Database, Oracle Exadata

About Oracle

Oracle, headquartered in United States, operates in the Hyperscalers and GPU Clouds (Neoclouds) segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Oracle Cloud Infrastructure (OCI), Oracle Database, Oracle Fusion Cloud ERP, Oracle Autonomous Database, Oracle Exadata. wafergraph maps 70 tracked suppliers and 3 tracked customers for Oracle across the value chain. It has a supply-chain criticality score of 3/100, with 6 companies downstream of it. Oracle is a party to 2 tracked deals, including OpenAI–Oracle $300B cloud deal; Stargate Project launched.

Role in the chain

Oracle is a market major in AI & Data Center (Hyperscalers), headquartered in United States. Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs.

Diligence questions

  1. The dataset records 70 tracked suppliers for Oracle. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 13 of Oracle's tracked suppliers are a monopoly or leader (including Arista Networks, Bloom Energy, Broadcom, Dell Technologies). Which of those are actually single-source for the process step you care about?
  3. The dataset names 3 tracked customers for Oracle. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Oracle is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Oracle trades as NYSE:ORCL. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Oracle

Key products

  • Oracle Cloud Infrastructure (OCI)
  • Oracle Database
  • Oracle Fusion Cloud ERP
  • Oracle Autonomous Database
  • Oracle Exadata

Suppliers

Customers

More AI & Data Center companies

Compare with

Alphabet (Google) · Microsoft · Amazon (Annapurna Labs) · Meta Platforms · Tencent · Alibaba Group

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Oracle — supply chain, financials & market position”, https://wafergraph.com/company/oracle (data as of 2026-09-05).

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