Oracle
The late-arriving cloud that bet the company on OpenAI and Stargate.
You're looking at a company record: what this company does in the AI stack, and every chip, technology, facility and company it's linked to below.
Quotes are delayed/indicative; research only, never investment advice.
Photo: Rehman Abubakr · CC BY-SA 4.0 · Wikimedia Commons
Oracle Cloud Infrastructure became the AI era's specialist heavy lifter — hosting xAI, Meta and above all OpenAI, whose reported ~$300B multi-year commitment drove Oracle's disclosed future-revenue backlog past $450B in late 2025 and briefly made Larry Ellison the world's richest person. It is the operating partner across the Stargate campuses; the market's main question is the concentration risk of one anchor customer.
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Record reviewed as of 2026-01-15 — see Methodology.