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Oracle Corporation

ORCLintermediary

Oracle is the world's largest enterprise database company, now rapidly growing its cloud infrastructure business (OCI). Massive GPU cluster deals and partnerships with NVIDIA position OCI as a serious contender in AI cloud computing alongside the three hyperscalers.

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उत्पाद और राजस्व

उत्पाद राजस्व हिस्सा

राजस्व विवरण ($62.8B)

स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)

Cloud Services & License Support (77%)
Cloud License & On-Premise License (10%)
Hardware (5%)
Services (8%)

सेगमेंट संरचना और प्रमुख ग्राहक

उत्पाद विवरण

Oracle Cloud Infrastructure (OCI)22%

Enterprise cloud platform with GPU supercluster capabilities

Cloud Applications (Fusion, NetSuite)30%

SaaS ERP, HCM, and CX applications

Database & Middleware20%

Oracle Database, MySQL, and integration middleware

License Support22%

Annual support fees for on-premise software

Hardware & Services6%

Exadata engineered systems and consulting

आपूर्ति श्रृंखला संबंध

प्रमुख आपूर्तिकर्ता

NVIDIA Corporation

GPUs for OCI AI clusters

प्रभाव: Critical — major GPU buyer

प्रतिस्पर्धी

Microsoft Corporation

Enterprise cloud

प्रभाव: Competing in cloud workloads

Amazon.com (AWS)

Cloud database

प्रभाव: Competing for database migrations

साझेदार

Alphabet Inc. (Google)

Multi-cloud database interop

प्रभाव: Oracle Database@Google Cloud partnership

व्यापक एवं बाजार संदर्भ

AI / 클라우드क्षेत्र समाचार

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

आगामी उत्प्रेरक

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

आपूर्ति श्रृंखला समस्याएं

↑ 생산 확대OCI 데이터센터 100개국 확장 계획 발표
2026-04

Oracle Cloud Infrastructure 전 세계 100개 리전 확장 목표. NVDA H100 클러스터 10만개 규모 확보 계약.

🤝 파트너십OpenAI·Microsoft와 경쟁 — Stargate 클라우드 공급
2026-03

미국 Stargate AI 인프라 프로젝트 OCI 공급 파트너 확정. $50B 규모 계약 중 ORCL 분담분 $10B+.

संस्थागत संकेत

संस्थाकार्रवाईमूल्यतिमाहीफाइलिंग तिथि
BlackRockaccumulating$382M2024.062024-08-13↑
BlackRockaccumulating$192M2024.062024-08-13↑
BlackRockaccumulating$205M2024.062024-08-13↑
BlackRockreducing$10M2024.062024-08-13↓
BlackRockaccumulating$33M2024.062024-08-13↑
BlackRockaccumulating$954M2024.062024-08-13↑
BlackRockaccumulating$440M2024.062024-08-13↑
BlackRockaccumulating$6.9B2024.062024-08-13↑
BlackRockaccumulating$4.9B2024.062024-08-13↑
BlackRockaccumulating$323M2024.062024-08-13↑
BlackRockaccumulating$574M2024.062024-08-13↑
BlackRockaccumulating$240M2024.062024-08-13↑
BlackRockaccumulating$516M2024.062024-08-13↑
BlackRockreducing$353K2024.062024-08-13↓
BlackRockaccumulating$1.5B2024.062024-08-13↑
BlackRockaccumulating$54M2024.062024-08-13↑
BlackRockaccumulating$22M2024.062024-08-13↑
BlackRockaccumulating$426M2024.062024-08-13↑
BlackRockaccumulating$46M2024.062024-08-13↑
BlackRockreducing$7M2024.062024-08-13↓
BlackRockreducing$11M2024.062024-08-13↓
BlackRockreducing$282K2024.062024-08-13↓
BlackRockaccumulating$390M2024.062024-08-13↑
Vanguard Groupaccumulating$2M2025.122026-01-29↑
Vanguard Groupaccumulating$1.9B2025.122026-01-29↑
Vanguard Groupaccumulating$157M2025.122026-01-29↑
Vanguard Groupaccumulating$714M2025.122026-01-29↑
Vanguard Groupaccumulating$30.8B2025.122026-01-29↑
Vanguard Groupaccumulating$535M2025.122026-01-29↑
State Streetaccumulating$14.9B2025.122026-02-13↑
Wellington Managementaccumulating$694M2025.122026-02-17↑
Wellington Managementaccumulating$324K2025.122026-02-17↑
Wellington Managementaccumulating$15M2025.122026-02-17↑
Wellington Managementaccumulating$11M2025.122026-02-17↑
Wellington Managementaccumulating$351K2025.122026-02-17↑
Wellington Managementaccumulating$7M2025.122026-02-17↑
Wellington Managementaccumulating$7M2025.122026-02-17↑
Wellington Managementaccumulating$21M2025.122026-02-17↑
Wellington Managementaccumulating$38K2025.122026-02-17↑
Wellington Managementaccumulating$22M2025.122026-02-17↑
Wellington Managementaccumulating$13K2025.122026-02-17↑
FMR (Fidelity)accumulating$3.5B2025.122026-02-17↑
FMR (Fidelity)accumulating$1.1B2025.122026-02-17↑
FMR (Fidelity)accumulating$866M2025.122026-02-17↑
FMR (Fidelity)accumulating$67M2025.122026-02-17↑
FMR (Fidelity)accumulating$156M2025.122026-02-17↑
FMR (Fidelity)accumulating$13M2025.122026-02-17↑

संस्थागत स्वामित्व

13F आधार · Q4 2025
संस्थापरिवर्तनस्वामित्व %पिछली तिमाहीशेयरमूल्यSEC
Vanguardबनाए रखा3.00%—59.0M शेयर$8,400M13F
Capital Researchबढ़ाई गई0.50%—9.8M शेयर$1,400M13F
T. Rowe Priceनई स्थिति0.24%—4.8M शेयर$680M13F
Primecapनई स्थिति0.19%—3.6M शेयर$520M13F
कुल ट्रैक स्वामित्व: 3.93%कुल मूल्य: $11,000MSEC EDGAR 13F-HR के आधार पर · 45-दिन की देरी

ताज़ा खबर

समाचार लोड हो रहा है...

AI विश्लेषण

Oracle Corporation का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।

कंपनी जानकारी

मुख्यालय

Austin, Texas, USA

स्थापना

1977

कर्मचारी

165,000+

वेबसाइट

oracle.com

न्यूज़ गैप स्कोर

गैप स्कोर52
कम गैपअधिक गैप

संस्थागत गतिविधि

70

मीडिया स्कोर

48

कैस्केड स्थिति

कैस्केड में भूमिका

late mover

सामान्य देरी

3-7 trading days

Oracle OCI benefits from hyperscaler overflow demand and enterprise customers seeking GPU capacity alternatives.

पूरा कैस्केड देखें

क्षेत्र अवलोकन — AI / 클라우드

क्षेत्र समाचार

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

मुख्य विषय

  • •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • •SaaS → AI-as-a-Service 전환 가속

आगामी उत्प्रेरक

  • ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • ◆OpenAI GPT-5 출시 영향