{"city":"Austin","name":"Oracle","slug":"oracle","facts":[{"date":"2026-09-14","type":"revenue_band","value":">500m","source":"www.eetimes.com — 2026-09-14"},{"date":"2026-09-14","type":"revenue","value":"First-quarter 2027 Infrastructure-as-a-Service revenue growth year over year","source":"Data Center Dynamics"},{"date":"2026-09-14","type":"revenue","value":"Software license revenue decline year over year","source":"The Next Platform"},{"date":"2026-09-14","type":"contract","value":"Renewed GPU contracts priced 20% above original rates","source":"The Next Platform"},{"date":"2026-09-14","type":"deployment","value":"Stargate infrastructure across five U.S. data-center sites totaling 8.1 gigawatts","source":"The Next Platform"},{"date":"2026-09-14","type":"partnership","value":"Oracle is expanding OpenAI's Stargate infrastructure","source":"The Next Platform"}],"peers":[],"stage":null,"state":"Texas","aliases":["OCI","Oracle Cloud Infrastructure"],"country":"United States","domains":[{"why":"Oracle Cloud Infrastructure operates large-scale cloud compute, including CPU and GPU capacity. It is expanding OCI with hundreds of thousands of GPUs, major AI contracts, and multi-gigawatt infrastructure.","list":null,"rank":null,"tier":"member","layer":null,"total":75,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":6,"progress":10,"firepower":6,"commercial":8,"deployment":10,"production":10,"technology":4},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-10-30","header":"Oracle expanded Fusion Cloud enterprise software with AI assistants.","outlet":"Heise"},{"date":"2026-10-30","header":"Oracle launched its Deep Trust AI Architecture to enforce enterprise security and business rules for AI agents.","outlet":"Heise"},{"date":"2026-10-30","header":"AMD will supply Oracle Cloud Infrastructure with EPYC Venice CPUs and Pensando DPUs.","outlet":"The Elec"},{"date":"2026-10-29","header":"Oracle is managing more than $90 billion in capital expenditure while targeting $225 billion in revenue by 2030.","outlet":"The Register"},{"date":"2026-10-29","header":"Oracle plans to charge customers by AI task in addition to subscription seats.","outlet":"The Register"},{"date":"2026-10-29","header":"Oracle launched a platform for developing AI applications.","outlet":"Heise"}],"website":"oracle.com","category":"AI Infra · Compute demand & operators","categories":[{"name":"Hyperscalers","domain":"AI Core","parent":"AI Infra · Compute demand & operators"}],"last_round":null,"updated_at":"2026-10-31T10:00:57.277+00:00","facts_total":123,"positioning":"Fourth cloud that turned itself into the leveraged builder for OpenAI: rents others' silicon, contracts campuses from developers such as Crusoe, and finances the buildout with debt and customer prepayments.","sub_category":"Hyperscalers","signals_total":212,"url":"https://www.frontiertechintelligence.com/companies/oracle","title":"Oracle · ai core, Austin, Texas, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Oracle Cloud Infrastructure operates large-scale cloud compute, including CPU and GPU capacity. It is expanding OCI with hundreds of thousands of GPUs, major AI contracts, and multi-gigawatt infrastructure. AI Core member (score 75) 212 signals and 123 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}