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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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產品與營收

產品營收佔比

營收結構 ($62.8B)

靜態數據（加載即時財務…）

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

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

主要供應商

NVIDIA Corporation

GPUs for OCI AI clusters

影響: Critical — major GPU buyer

競爭對手

Microsoft Corporation

Enterprise cloud

影響: Competing in cloud workloads

Amazon.com (AWS)

Cloud database

影響: Competing for database migrations

合作夥伴

Alphabet Inc. (Google)

Multi-cloud database interop

影響: Oracle Database@Google Cloud partnership

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

供應鏈問題

↑ 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+.

機構訊號

機構操作價值季度申報日期
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↑

機構持股狀況

13F基準 · Q4 2025
機構變動持股比例上季度持股數市值SEC
Vanguard維持3.00%—59.0M股$8,400M13F
Capital Research增持0.50%—9.8M股$1,400M13F
T. Rowe Price新建倉0.24%—4.8M股$680M13F
Primecap新建倉0.19%—3.6M股$520M13F
追蹤機構合計持股比例: 3.93%合計市值: $11,000MSEC EDGAR 13F-HR基準 · 45天延遲披露

最新新聞

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AI 分析

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企業資訊

總部

Austin, Texas, USA

成立時間

1977

員工人數

165,000+

新聞盲區評分

盲區評分52
低盲區高盲區

機構活動

70

媒體評分

48

連鎖位置

連鎖中的角色

late mover

典型延遲

3-7 trading days

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

檢視完整連鎖分析

行業概況 — AI / 클라우드

行業新聞

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

核心主題

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

近期催化劑

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