OracleORCL

NYSE · USA · Segment 3 of 8 in the AI & digital infrastructure value chain: Cloud platforms

The database giant has reinvented itself as an AI cloud: massive compute agreements including with OpenAI (Stargate) have made OCI one of the fastest-growing clouds.

Cloud platforms: Rents out the compute — the 'power grid' of the AI era.

Key metrics

Market cap

$411B

Price

$141.15

Today

−2.1%

Return YTD

−26.0%

Return 1Y

−38.8%

P/E

24.1

P/S

6.1

P/B

9.6

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

Cloud infrastructureEnterprise softwareAI cloud (OCI)Large compute order bookStargate capacity

In the value chain

Products & services

Oracle Cloud (OCI)
Databases & ERP
AI data center capacity

Competitors

AWS, Azure, Google
CoreWeave

Risks

High debt to fund expansion
Concentration on few AI customers

Supply chain

← Suppliers

NvidiaNVDA AMDAMD

Same segment: Cloud platforms

AlphabetGOOGL MicrosoftMSFT AmazonAMZN CoreWeaveCRWV

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