Oracle Cloud Infrastructure (OCI) has emerged as the preferred GPU cloud for frontier AI training, with multi-billion-dollar contracts from OpenAI, xAI, and Meta backed by GPU availability advantage. The Stargate joint venture with OpenAI and SoftBank positions Oracle at the center of US sovereign AI infrastructure. Database modernization to autonomous database is finally translating to cloud revenue. Capex intensity is high but pre-sold via take-or-pay contracts.
Thesis reviewed May 29, 2026
Oracle Corporation is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States67NEUTRALView United States risk detail →💻Technology24WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| SONY | Sony Group Corporation | 29 | +13% | ↓8% | EARLY |
Investors who hold ORCL may also have indirect exposure through these country funds.
Oracle wins $30B multi-year OpenAI capacity deal
OCI revenue grows 60% YoY, RPO backlog hits $150B
Stargate Phase 2 datacenter buildout announced in Texas, $50B commitment
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15k–$50k | Mar 27, 26 | ||
| Sheldon Whitehouse | Sell | $15k–$50k | May 7, 26 | ||
| Donald J. TrumpFL | R | Buy | Unknown amount | Mar 25, 26 | +19.0% |
| Donald J. TrumpFL | R | Buy | $250k–$250k | Mar 18, 26 | +19.0% |
| Donald J. TrumpFL | R | Buy | $100k–$100k | Mar 2, 26 | +19.0% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 23, 26 | +39.9% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Feb 24, 26 | +49.5% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 30, 26 | +41.5% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Dec 19, 25 | +10.7% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Dec 24, 25 | +10.7% |
| Thomas H Tuberville | Sell | $15k–$50k | Oct 7, 25 | +1.9% | |
| John Boozman | Sell | $1k–$15k | Sep 12, 25 | -22.5% | |
| John Boozman | Buy | $1k–$15k | Apr 16, 25 | +39.9% | |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Nov 8, 24 | +20.5% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Aug 2, 24 | +46.3% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 5, 24 | +79.3% |
| Jared MoskowitzFL | D | Buy | Unknown amount | Aug 6, 24 | +79.3% |