OracleORCL

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

The database business paid for the pivot. Oracle Cloud Infrastructure has become one of the faster-growing clouds on the back of very large compute contracts, the OpenAI Stargate work among them, while databases and ERP keep running underneath.

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

Key metrics

Market cap

$452B

Price

$142.45

Today

−2.7%

Return YTD

−24.9%

Return 1Y

−37.2%

P/E

26.4

P/S

6.7

P/B

10.5

Data as of 2026-08-25 · 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

Full supply chain for ORCL →

Same segment: Cloud platforms

AlphabetGOOGL MicrosoftMSFT AmazonAMZN CoreWeaveCRWV

Compare ORCL

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See where Oracle sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →