What's the difference between Applied Digital and Oracle?

Applied Digital is a challenger in Data Center Operators (Colo) based in United States; Oracle is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.

Who are Applied Digital's and Oracle's suppliers?

wafergraph tracks 7 suppliers for Applied Digital and 70 for Oracle; Oracle's include NVIDIA, AMD, Ampere Computing.

Applied Digital vs Oracle

Applied Digital's primary segment is Data Center Operators (Colo); Oracle's is Hyperscalers. Oracle is larger by market cap ($431.4B vs $7.6B). Oracle reports higher tracked revenue ($67.4B vs $611M).

Shared segment: AI & Data Center.

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Side-by-side

	Applied Digital	Oracle
Market cap	$7.6B	$431.4B
Revenue	$611M (FY2026)	$67.4B (FY2026)
Primary segment	Data Center Operators (Colo)	Hyperscalers
Market position	challenger	major
Country	United States	United States
Tracked suppliers	7	70
Tracked customers	5	3
Chokepoint / criticality	7/100	3/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How Applied Digital and Oracle compare

Size: Oracle is the larger company by market cap.
Revenue: Oracle reports higher tracked revenue.
Supply-chain criticality: Applied Digital has the higher chokepoint score (7/100 vs 3/100).
Footprint: Applied Digital (United States) vs Oracle (United States).

Company hubs

Applied Digital · Oracle · AI & Data Center segment

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Cite as: wafergraph, “Applied Digital vs Oracle”, https://wafergraph.com/compare/applied_digital-vs-oracle (data as of 2026-10-04).

Frequently asked questions3

Is Applied Digital bigger than Oracle?: Oracle is larger by market cap ($431.4B vs $7.6B).
What's the difference between Applied Digital and Oracle?: Applied Digital is a challenger in Data Center Operators (Colo) based in United States; Oracle is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.
Who are Applied Digital's and Oracle's suppliers?: wafergraph tracks 7 suppliers for Applied Digital and 70 for Oracle; Oracle's include NVIDIA, AMD, Ampere Computing.