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 69 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.

Key products

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

Suppliers

Customers

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Sources

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