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.

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产品与营收

产品营收占比

营收构成 ($62.8B)

静态数据（加载实时财务…）

Cloud Services & License Support (77%)

Cloud License & On-Premise License (10%)

Hardware (5%)

Services (8%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要供应商

NVIDIA Corporation

GPUs for OCI AI clusters

影响: Critical — major GPU buyer

竞争对手

Microsoft Corporation

Enterprise cloud

影响: Competing in cloud workloads

Amazon.com (AWS)

Cloud database

影响: Competing for database migrations

合作伙伴

Alphabet Inc. (Google)

Multi-cloud database interop

影响: Oracle Database@Google Cloud partnership

宏观与市场背景

AI / 클라우드行业新闻

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

近期催化剂

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

供应链问题

↑ 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

点击「获取 AI 分析」以获得 Oracle Corporation 的 AI 供应链分析。

企业信息

总部

Austin, Texas, USA

成立时间

1977

员工人数

165,000+

官网

oracle.com

连锁位置

连锁中的角色

late mover

典型延迟

3-7 trading days

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

查看完整连锁分析

行业概况 — AI / 클라우드

行业新闻