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United StatesOracle (ORCL)

Latest earnings

2026-09-10
ORCL · Earnings announcement ↗

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AI supply-chain role

Operates cloud, computing or platform services used in the AI ecosystem.

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Product

Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.

Partners & technology 3

OpenAI· Partner / technologyIncludes announced / planned activity

Data-center / compute capacity

Open company
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Announced / planned — delivery not confirmed

OpenAI and Oracle announced a collaboration plan.

Product / business: Data-center / compute capacity

Source description and scope

OpenAI and Oracle agreed to develop 4.5 GW of additional US Stargate data-center capacity.

Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.

AMD· Partner / technologyIncludes announced / planned activity

MI300X / MI355X / MI450

Open company
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Documented — status as described by source

Oracle integrates technology from AMD.

Product / business: MI300X / MI355X

Source description and scope

OCI MI300X and MI355X services

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Announced / planned — delivery not confirmed

Oracle plans to integrate technology from AMD.

Product / business: MI450

Source description and scope

50,000 MI450 roadmap starting Q32026; delivery not verified

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

NVIDIA· Partner / technologyIncludes announced / planned activity

See the source description for the specific product or business

Open company
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Announced / planned — delivery not confirmed

Oracle plans to adopt technology from NVIDIA.

Product / business: See the source description for the specific product or business

Source description and scope

Named in NVIDIA's announcement of planned Rubin deployment; this is not proof of delivery.

Ticker
ORCL
Exchange
NYSE
Currency
USD
Country
US
Security
Common Stock
Map segment
Cloud & platforms

Listing data synced 2026-04-16.

Website
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Financial report at last profile review

10-Q · 2026-08-31 ↗

Period ended 2026-08-31 · Published 2026-09-11

Sources checked 2026-09-13

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