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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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Ürünler ve Gelir

Ürün Gelir Payı

Gelir Dağılımı ($62.8B)

Statik veri (canlı finansal yükleniyor…)

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

Segment yapısı ve temel müşteriler

Ürün ayrıntıları

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

Tedarik Zinciri İlişkileri

Kilit Tedarikçiler

NVIDIA Corporation

GPUs for OCI AI clusters

Etki: Critical — major GPU buyer

Rakipler

Microsoft Corporation

Enterprise cloud

Etki: Competing in cloud workloads

Amazon.com (AWS)

Cloud database

Etki: Competing for database migrations

Ortaklar

Alphabet Inc. (Google)

Multi-cloud database interop

Etki: Oracle Database@Google Cloud partnership

Makro ve piyasa bağlamı

AI / 클라우드Sektör haberleri

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

Yaklaşan katalizörler

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

Tedarik zinciri sorunları

↑ 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+.

Kurumsal Sinyaller

KurumEylemDeğerÇeyrekDosyalama tarihi
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↑

Kurumsal Sahiplik

13F bazlı · Q4 2025
KurumDeğişimSahiplik %Önceki ÇeyrekHisselerDeğerSEC
VanguardKorundu3.00%—59.0M hisse$8,400M13F
Capital ResearchArtırıldı0.50%—9.8M hisse$1,400M13F
T. Rowe PriceYeni Pozisyon0.24%—4.8M hisse$680M13F
PrimecapYeni Pozisyon0.19%—3.6M hisse$520M13F
Toplam takip edilen sahiplik: 3.93%Toplam değer: $11,000MSEC EDGAR 13F-HR bazlı · 45 günlük raporlama gecikmesi

Son haberler

Haberler yükleniyor...

AI Analizi

Oracle Corporation için AI tedarik zinciri analizi almak için "AI Analizi Al"ı tıklayın.

Şirket Bilgisi

Merkez

Austin, Texas, USA

Kuruluş

1977

Çalışanlar

165,000+

Web Sitesi

oracle.com

Haber Boşluğu Puanı

Boşluk Puanı52
Düşük BoşlukYüksek Boşluk

Kurumsal Aktivite

70

Medya Puanı

48

Kaskad Pozisyonu

Kaskaddaki Rol

late mover

Tipik Gecikme

3-7 trading days

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

Tam Kaskadı Gör

Sektör genel bakışı — AI / 클라우드

Sektör haberleri

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

Temel temalar

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

Yaklaşan katalizörler

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