Oracle → OpenAI
As of 2026-09-05, Oracle is a tracked supplier of OpenAI. Oracle is a major in AI & Data Center (headquartered in United States); OpenAI is a leader in AI & Data Center (headquartered in United States). Oracle has 3 tracked customers; OpenAI has 11 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Oracle (major in AI & Data Center) is a tracked supplier of OpenAI (leader in AI & Data Center). Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs. Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom. The edge is one of 11 tracked suppliers of OpenAI and one of 3 tracked customers of Oracle.
Source: derived from both company records and the counted edges.
Concentration / risk note
Oracle has only 3 tracked customers in this dataset. Demand-side concentration is high.
Basis: few customers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Oracle (supplier)
Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs.
OpenAI (customer)
Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom.
Other tracked suppliers of OpenAI
Other tracked customers of Oracle
Cite as: wafergraph, “Oracle → OpenAI — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/oracle/openai/ (data as of 2026-09-05).
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