Oracle vs Vertiv
Oracle is larger by market cap ($419.1B vs $108.5B). Oracle reports higher tracked revenue ($67.4B vs $10.2B). Oracle's primary segment is Hyperscalers; Vertiv's is Power & Cooling.
Shared segment: AI & Data Center.
Side-by-side
| Oracle | Vertiv | |
|---|---|---|
| Market cap | $419.1B | $108.5B |
| Revenue | $67.4B (FY2026) | $10.2B (FY2025) |
| Primary segment | Hyperscalers | Power & Cooling |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 70 | 0 |
| Tracked customers | 3 | 46 |
| Chokepoint / criticality | 3/100 | 91/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Oracle and Vertiv compare
- Size: Oracle is the larger company by market cap.
- Revenue: Oracle reports higher tracked revenue.
- Supply-chain criticality: Vertiv has the higher chokepoint score (91/100 vs 3/100).
- Footprint: Oracle (United States) vs Vertiv (United States).