CoreWeave vs Oracle

CoreWeave's primary segment is GPU Clouds (Neoclouds); Oracle's is Hyperscalers. Oracle is larger by market cap ($431.4B vs $49.4B). Oracle reports higher tracked revenue ($67.4B vs $5.1B).

Shared segment: AI & Data Center.

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Side-by-side

CoreWeaveOracle
Market cap$49.4B$431.4B
Revenue$5.1B (FY2025)$67.4B (FY2026)
Primary segmentGPU Clouds (Neoclouds)Hyperscalers
Market positionleadermajor
CountryUnited StatesUnited States
Tracked suppliers970
Tracked customers153
Chokepoint / criticality81/1003/100

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 CoreWeave and Oracle compare

  • Size: Oracle is the larger company by market cap.
  • Revenue: Oracle reports higher tracked revenue.
  • Supply-chain criticality: CoreWeave has the higher chokepoint score (81/100 vs 3/100).
  • Footprint: CoreWeave (United States) vs Oracle (United States).

Company hubs

CoreWeave · Oracle · AI & Data Center segment

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

Frequently asked questions3
Is CoreWeave bigger than Oracle?
Oracle is larger by market cap ($431.4B vs $49.4B).
What's the difference between CoreWeave and Oracle?
CoreWeave is a leader in GPU Clouds (Neoclouds) based in United States; Oracle is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.
Who are CoreWeave's and Oracle's suppliers?
wafergraph tracks 9 suppliers for CoreWeave and 70 for Oracle — CoreWeave's include NVIDIA, AMD, Hon Hai (Foxconn); Oracle's include NVIDIA, AMD, Ampere Computing.