Oracle Corporation

ORCLintermediary

Oracle is the world's largest enterprise database company, now rapidly growing its cloud infrastructure business (OCI). Massive GPU cluster deals and partnerships with NVIDIA position OCI as a serious contender in AI cloud computing alongside the three hyperscalers.

共有:

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製品と売上

製品別売上シェア

売上内訳 ($62.8B)

静的データ（リアルタイム財務ロード中…）

Cloud Services & License Support (77%)

Cloud License & On-Premise License (10%)

Hardware (5%)

Services (8%)

セグメント構成と主要顧客

製品詳細

Oracle Cloud Infrastructure (OCI)22%

Enterprise cloud platform with GPU supercluster capabilities

Cloud Applications (Fusion, NetSuite)30%

SaaS ERP, HCM, and CX applications

Database & Middleware20%

Oracle Database, MySQL, and integration middleware

License Support22%

Annual support fees for on-premise software

Hardware & Services6%

Exadata engineered systems and consulting

サプライチェーン関係

主要サプライヤー

NVIDIA Corporation

GPUs for OCI AI clusters

影響: Critical — major GPU buyer

競合他社

Microsoft Corporation

Enterprise cloud

影響: Competing in cloud workloads

Amazon.com (AWS)

Cloud database

影響: Competing for database migrations

パートナー

Alphabet Inc. (Google)

Multi-cloud database interop

影響: Oracle Database@Google Cloud partnership

マクロ・市場概況

AI / 클라우드セクターニュース

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

次の主要イベント

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

サプライチェーン問題

↑ 생산 확대OCI 데이터센터 100개국 확장 계획 발표

2026-04

Oracle Cloud Infrastructure 전 세계 100개 리전 확장 목표. NVDA H100 클러스터 10만개 규모 확보 계약.

🤝 파트너십OpenAI·Microsoft와 경쟁 — Stargate 클라우드 공급

2026-03

미국 Stargate AI 인프라 프로젝트 OCI 공급 파트너 확정. $50B 규모 계약 중 ORCL 분담분 $10B+.

AI分析

Oracle CorporationのAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。

企業情報

本社所在地

Austin, Texas, USA

設立

1977

従業員数

165,000+

ウェブサイト

oracle.com

カスケードポジション

カスケード内の役割

late mover

典型的な遅延

3-7 trading days

Oracle OCI benefits from hyperscaler overflow demand and enterprise customers seeking GPU capacity alternatives.

完全なカスケードを見る

セクター概況 — AI / 클라우드

セクターニュース