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Start Learning Free📋About Oracle
Updated June 15, 2026Oracle Corporation (NYSE: ORCL) is one of the world's largest enterprise software companies, founded in 1977 by Larry Ellison. With $57.4 billion in FY2025 revenue, cloud revenue of $8 billion per quarter (+34% YoY), and a market cap exceeding $400 billion, Oracle is aggressively expanding its AI infrastructure.
Oracle Cloud Infrastructure (OCI) has become a major GPU cloud provider, with the Zettascale10 supercluster connecting hundreds of thousands of NVIDIA GPUs (up to 16 zettaFLOPS). OCI serves OpenAI (Stargate project), xAI ($10 billion commitment), and other AI leaders, attracted by 40-70% lower pricing versus AWS/Azure and 4-8x more cluster networking bandwidth. Oracle operates 101+ cloud regions across 28+ countries.
Oracle is investing approximately $50 billion in FY2026 capital expenditure for AI infrastructure buildout. Remaining performance obligations reached $523 billion (+438% YoY). In March 2026, reports indicated Oracle and OpenAI scaled back plans to expand the flagship Abilene Stargate data center, though the existing arrangement continues.
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Oracle Cloud Infrastructure AI services. GPU supercluster partnership with NVIDIA, enterprise AI applications, and Cerner health AI. Major cloud competitor for AI training workloads.