What Oracle makes for data centers
public
Oracle is a publicly listed company. It appears on 1 part of the AI data center — Hyperscalers, neoclouds & model labs — in the role of operator. That part sits in Layer 9 — Building shell, site & construction. Its shares trade on US exchanges (NYSE/Nasdaq) as ORCL.
Listing
US exchanges (NYSE/Nasdaq): ORCL· 126 USD +0.76% · mkt cap 382.5B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Hyperscalers, neoclouds & model labs | operator | inferred | Alphabet (Google), Microsoft, Alibaba, Amazon (AWS), Apple, Baidu |
Where Oracle sits in the stack
Oracle's placements in this catalog cover 1 part, all in layer 9, building shell, site & construction. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Hyperscalers, neoclouds & model labs — The hyperscalers, neoclouds, and AI labs that occupy data center capacity as tenants or owner-operators, and whose capital spending ultimately drives demand for every layer below this one.
Closest peers in this catalog
Latest feed
- Oracle trucks in gas to support operations at Utah and Texas data centers - report — Data Center Dynamics, 2026-10-13Oracle is reportedly looking into gas supply options to support its data center operations in Utah and Texas, specifically to address stalled projects.
- Tencent scores 100,000 offshore AI chip deal with Oracle for $7 billion despite climbing prices — Tom's Hardware, 2026-10-05Tencent has secured a $7 billion deal with Oracle for 100,000 offshore AI chips.
- Tencent signs on for 100,000 GPUs via Oracle - report — Data Center Dynamics, 2026-10-01Tencent has reportedly signed an agreement with Oracle to secure 100,000 GPUs.
- Oracle issues force majeure notice to Blue Owl following series of setbacks at Project Jupiter data center campus – report — Data Center Dynamics, 2026-09-24Oracle reported a force majeure notice to Blue Owl due to setbacks at the 2.5GW Project Jupiter data center campus in New Mexico, expected to come online in 2028.
- Oracle signs 1.7GW of wind energy supply agreements to support operations in Texas — Data Center Dynamics, 2026-09-18Oracle secured 1.7GW of wind energy supply via agreements with RWE and Engie to support its operations in Texas.
- Oracle delivered 300,000 GPUs in Q1 FY2027 — Data Center Dynamics, 2026-09-11Oracle is releasing 300,000 GPUs in Q1 FY2027, alongside announcing a future agentic AI accelerator.
- Positron AI Raises $875M Series C to Scale Memory-First Inference Systems — HPCwire, 2026-09-10Positron AI secured $875 million in Series C funding to scale its memory-first inference systems, following a 50-rack deployment at Oracle Cloud Infrastructure.
- Oracle issues RFP for 2GW of new renewable capacity in New Mexico — Data Center Dynamics, 2026-09-09Oracle issued a Request for Proposal for 2GW of new renewable energy capacity in New Mexico.
- HPE and Oracle Expand Collaboration on AI Data Center Networking — HPCwire, 2026-09-04HPE and Oracle expanded their partnership to deploy HPE Juniper Networking solutions across Oracle's global AI data centers to scale its infrastructure.
Questions about Oracle
- What does Oracle make for AI data centers?
- This catalog places Oracle on 1 part: Hyperscalers, neoclouds & model labs (operator).
- Is Oracle publicly traded?
- Yes — Oracle is listed on US exchanges (NYSE/Nasdaq) under ORCL. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes hyperscalers, neoclouds & model labs for AI data centers?
- Alphabet (Google), Microsoft, Alibaba, Amazon (AWS), Apple and Baidu are also placed on Hyperscalers, neoclouds & model labs in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Oracle the mix is 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.