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Oracle

Oracle is a global enterprise software and cloud infrastructure company. Its business spans cloud applications, database software, and Oracle Cloud Infrastructure, including AI-enabled database and infrastructure services. It also offers sovereign and dedicated cloud deployments for regulated and jurisdiction-specific customers.

Recent Activity

Updated Oct 31, 2026
–Oracle will rent out Google's tensor processing units (TPUs) in its cloud from 2027, making it the first hyperscale cloud outside Google to offer the chip.
–Oracle is adding ChatGPT integrations to its applications and, at Oracle AI World, is also bringing Nvidia Vera Rubin and OpenAI tools to its offerings.
–Cerebras and Oracle are teaming up to bring Cerebras AI inference to Oracle Cloud Infrastructure.
–Oracle announced a $1B, four-year commitment to its partner ecosystem at AI World in Las Vegas, covering training, test and demo environments, cloud migration and sales support.
–Oracle announced AI Agent Studio for Industry Applications, a no-code and low-code environment for building, testing, orchestrating and managing AI agents, with U.S. availability planned within 12 months.
–F5 and Oracle plan to bring F5 web app and API protection to Oracle Cloud Infrastructure.
–Oracle AI Database 26ai is supported on IBM FlashSystem and Broadcom Brocade Gen 8 Fibre Channel, with capabilities including I/O QoS isolation, ransomware detection, AutoZoning and multi-tenancy.
–An Oracle NetSuite executive said India is one of NetSuite's highest-priority markets, with a focus on small Indian businesses.

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Thematic Position

Relationship Groups

Suppliers6
Customers5
Partners14
Competitors30

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Recent Discoveries

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Ended Relationships

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Management Perspective on Regulatory & Geopolitical Developments

export controlsanctionembargo
U.S. and foreign sanctions and export controls require suspension or termination of business in certain countries
SEC 10-KJun 22, 2026

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Related Events

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