Oracle
Oracle Corporation is a multinational computer technology company specializing in database software, cloud computing, and enterprise software products, with significant expansion into AI infrastructure and healthcare technology.
Overview
Oracle has undergone significant strategic transformation since 2025, evolving from a traditional enterprise software provider to a major AI infrastructure partner. In August 2025, Oracle secured a transformative partnership with OpenAI to build 4.5 gigawatts of data center capacity as part of the $500 billion Project Stargate initiative. By October 2025, the company was selected to support four AI supercomputers for the U.S. Department of Energy, including systems with 100,000 Nvidia Blackwell GPUs.
However, Oracle's aggressive AI expansion strategy has created financial pressures. The company plans to raise $38 billion in new debt for AI infrastructure, pushing its debt-to-equity ratio to 4.5 - the highest among major tech firms. Oracle stock declined 44-45% from its peak over four months in late 2025, though the company maintained a 17% annual gain and was named among Evercore's top enterprise software picks for 2026.
Oracle Health maintains over 21% revenue share in the $7 billion digital health market. In September 2025, Larry Ellison invested £118 million in AI-powered vaccine research at Oxford University, with Oracle providing computing infrastructure support.
Key Features
- Oracle Cloud Infrastructure for AI and enterprise workloads
- Oracle Fusion Cloud ERP and enterprise applications
- Oracle Cerner healthcare platform
- Oracle Database and MySQL management systems
- NetSuite business management suite
- AI Data Platform with automated lakehouse capabilities
- Sovereign cloud infrastructure for government clients
Use Cases
Healthcare Technology
Oracle Health serves the digital health market with comprehensive healthcare IT solutions, including Oracle Cerner for hospital capacity management and clinical operations.
AI Infrastructure
Oracle provides cloud infrastructure for large-scale AI workloads, supporting government supercomputers and commercial AI development through partnerships with OpenAI and other AI companies.
Enterprise Resource Planning
Oracle Fusion Cloud ERP serves enterprise customers with integrated business applications spanning finance, supply chain, and human resources management.
Government and Sovereign Computing
Oracle delivers sovereign cloud solutions for government agencies requiring data localization and security compliance, including federal AI computing initiatives.
Technical Specifications
| Component | Details |
|---|---|
| Cloud Infrastructure | Multi-region data centers with GPU clusters for AI workloads |
| Database Systems | Oracle Database, MySQL, PostgreSQL support |
| AI Capabilities | Vector functions, machine learning, automated data management |
| Security | Enterprise-grade encryption, compliance certifications |
| Integration | APIs for third-party applications and cloud services |
| Deployment | Public, private, and hybrid cloud configurations |
Resources
Company Information
Austin, United States