{"id":"a18eca31-e45d-4693-9cd1-7d306be303fb","name":"Oracle","slug":"oracle","description":"Oracle Corporation is an American multinational computer technology company providing database software, cloud infrastructure, and enterprise applications. Oracle Cloud Infrastructure supports AI/ML workloads and autonomous database services.","status":"public","founded":null,"hq":"Austin, Texas, USA","hqLat":30.2711286,"hqLng":-97.7436995,"hqGeocodedAt":"2026-08-23T21:25:52.681Z","hqAddress":null,"hqPrecision":null,"website":"oracle.com","fundingTotal":null,"type":"brain","roles":["data_center_operator"],"reviewStatus":"reviewed","heatIndex":56,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.reuters.com/business/finance/oracles-18-billion-data-center-debt-under-pressure-ft-reports-2026-09-18/","title":"Oracle's $18 billion data center debt under pressure, FT reports","sourceName":"Reuters","publishedAt":"2026-09-18"},{"url":"https://newsletter.semianalysis.com/p/clustermax-30-the-industry-standard","title":"ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns","sourceName":"SemiAnalysis","publishedAt":"2026-09-23"},{"url":"https://x.com/SemiAnalysis_/status/2102871810123383166","title":"SemiAnalysis announces ClusterMAX 3.0 on X","sourceName":"X (@SemiAnalysis_)","publishedAt":"2026-09-23"},{"url":"https://www.reuters.com/business/oracle-cites-force-majeure-shield-itself-controversial-data-center-bloomberg-2026-09-24/","title":"Oracle cites 'force majeure' to shield itself on data center, Bloomberg News reports","sourceName":"Reuters","publishedAt":"2026-09-24"},{"url":"https://www.cnbc.com/2026/09/24/oracle-data-center-force-majeure.html","title":"Oracle shares drop on report it sent 'force majeure' notice about data center project","sourceName":"CNBC","publishedAt":"2026-09-24"},{"url":"https://techcrunch.com/2026/09/24/oracle-sends-force-majeure-notice-on-its-new-mexico-stargate-data-center/","title":"Oracle sends force majeure notice on its New Mexico Stargate data center","sourceName":"TechCrunch","publishedAt":"2026-09-24"},{"url":"https://www.reuters.com/business/energy/oracle-blue-owl-project-delay-sends-ripples-through-ai-financing-sources-say-2026-09-24/","title":"Oracle, Blue Owl project delay sends ripples through AI financing, sources say","sourceName":"Reuters","publishedAt":"2026-09-24"},{"url":"https://www.reuters.com/world/china/chinas-tencent-leases-100000-chips-oracle-accelerate-ai-push-ft-reports-2026-10-01/","title":"China's Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports","sourceName":"Reuters","publishedAt":"2026-09-30"},{"url":"https://www.ft.com/content/8799b33d-f07c-4a03-82f0-bf5d3d1d29e9","title":"Financial Times report on Tencent-Oracle AI chip capacity lease","sourceName":"Financial Times","publishedAt":"2026-09-30"},{"url":"https://www.marketscreener.com/news/china-s-tencent-leases-100-000-chips-from-oracle-to-accelerate-ai-push-ft-reports-ce785ad3da81fe2d","title":"China's Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports","sourceName":"MarketScreener (Reuters reprint)","publishedAt":"2026-09-30"},{"url":"https://www.abqjournal.com/business/oracle-invokes-force-majeure-on-project-jupiter-but-says-data-center-still-on-track/3127907","title":"Oracle invokes force majeure on Project Jupiter, but says data center still on track","sourceName":"Albuquerque Journal","publishedAt":"2026-09-24"},{"url":"https://qz.com/oracle-force-majeure-new-mexico-ai-data-center-092426","title":"Oracle invokes force majeure on New Mexico AI data center","sourceName":"Quartz","publishedAt":"2026-10-03"},{"url":"https://www.theregister.com/on-prem/2026/10/02/power-approval-set-to-delay-oracles-wisconsin-ai-datacenter/5300832","title":"Power approval set to delay Oracle's Wisconsin AI datacenter","sourceName":"The Register","publishedAt":"2026-10-02"},{"url":"https://www.enr.com/articles/63720-oracle-invokes-force-majeure-as-new-mexico-project-jupiter-power-work-faces-hurdles","title":"Oracle Invokes Force Majeure as New Mexico Project Jupiter Power Work Faces Hurdles","sourceName":"Engineering News-Record","publishedAt":"2026-09-25"},{"url":"https://news.we-energies.com/we-energies-agreement-with-oracle-expected-to-save-customers-approximately-300-million/","title":"We Energies agreement with Oracle expected to save customers approximately $300 million","sourceName":"We Energies News","publishedAt":"2026-10-02"},{"url":"https://dailyreporter.com/2026/10/02/oracle-offers-to-buy-nuclear-power-in-wisconsin/","title":"Oracle plans to buy nuclear power for its data center in Wisconsin","sourceName":"Milwaukee Journal Sentinel / Daily Reporter","publishedAt":"2026-10-02"},{"url":"https://www.bizjournals.com/milwaukee/news/2026/10/02/oracle-point-beach.html","title":"Oracle to pay for nuclear power from Point Beach plant to run Port Washington data center","sourceName":"Milwaukee Business Journal","publishedAt":"2026-10-02"},{"url":"https://www.nvidia.com/en-us/networking/products/silicon-photonics/","title":"Silicon Photonics Networking for Agentic AI","sourceName":"NVIDIA"},{"url":"https://www.linkedin.com/posts/nvidia-ai-infra_nvidia-spectrum-x-ethernet-photonics-is-now-activity-7493720156607729665-1I6z","title":"NVIDIA Spectrum-X Ethernet Photonics is now in full production.","sourceName":"NVIDIA AI Infrastructure (LinkedIn)"},{"url":"https://www.storagereview.com/news/nvidia-spectrum-x-ethernet-photonics-enters-full-production-with-4x-fewer-lasers-and-a-five-vendor-cpo-supply-chain","title":"NVIDIA Spectrum-X Ethernet Photonics Enters Full Production With 4x Fewer Lasers and a Five-Vendor CPO Supply Chain","sourceName":"StorageReview","publishedAt":"2026-08-15"},{"url":"https://www.wsj.com/tech/oracle-broadcom-and-spacex-seek-blockbuster-debt-deals-to-pay-for-ai-chips-848e8032","title":"Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals to Pay for AI Chips","sourceName":"The Wall Street Journal","publishedAt":"2026-10-07"},{"url":"https://en.oninvest.com/article/broadcom-seeks-more-than-50-billion-in-funding-for-openai-s-ai-chips-wsj","title":"Broadcom Seeks More Than $50 Billion in Funding for OpenAI's AI Chips (WSJ)","sourceName":"Oninvest","publishedAt":"2026-10-08"},{"url":"https://thenextweb.com/news/oracle-trucked-gas-data-centres-europe","title":"Oracle moves gas by trucks to keep its AI data centres on schedule","sourceName":"The Next Web","publishedAt":"2026-10-08"},{"url":"https://markets.businessinsider.com/news/stocks/oracle-trucks-in-gas-to-avoid-data-center-delays-bloomberg-reports-1036610768","title":"Oracle trucks in gas to avoid data center delays, Bloomberg reports","sourceName":"Markets Insider (Bloomberg via TheFly)","publishedAt":"2026-10-08"},{"url":"https://www.investing.com/news/stock-market-news/oracle-uses-natural-gas-trucks-to-power-data-centers--report-4939522","title":"Oracle uses natural gas trucks to power data centers - report","sourceName":"Investing.com (Bloomberg)","publishedAt":"2026-10-08"}],"keyFacts":[{"label":"Project Jupiter notice (reported, Sep 2026)","value":"Oracle sent a force majeure notice on its New Mexico Stargate campus to preserve payment rights if the 2028 opening slips; Oracle says it remains on schedule."},{"label":"Project Jupiter financing (reported, Sep 2026)","value":"About $18B of campus loans traded at 89-91 cents on the dollar; the gas pipeline slipped toward Feb 2027 after permit denials, per Reuters."},{"label":"Trucked gas (reported, Oct 2026)","value":"Trucking compressed natural gas to sites near Salt Lake City and an OpenAI campus in Texas while pipelines lag, at about four times pipeline prices, per Bloomberg."},{"label":"Tencent chip lease (reported, Sep 2026)","value":"Tencent leased about 100,000 AI chips in Oracle's Southeast Asian data centers for about $7B over five years, per the FT. Not confirmed."},{"label":"Wisconsin campus delay risk (reported, Oct 2026)","value":"The ~902 MW Port Washington campus (Vantage Lighthouse, with OpenAI) may miss 2027 delivery while its grid link awaits state approval."},{"label":"Point Beach nuclear power (company-stated, Oct 2026)","value":"Oracle will take about 125-250 MW of Point Beach output for Port Washington, which We Energies says saves customers about $300M. Needs PSC approval."},{"label":"Chip financing (reported, Oct 2026)","value":"In separate talks with Apollo and Goldman Sachs to finance a major AI chip purchase, per the WSJ."},{"label":"SemiAnalysis ClusterMAX 3.0 (Sep 2026)","value":"Gold tier, alongside Google Cloud."}],"aliases":[],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":"ORCL","stockExchange":"NYSE","secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-08-18T03:23:00.343Z","updatedAt":"2026-10-10T02:32:00.048Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/oracle","url":"https://registry.deploy.report/companies/oracle","name":"Oracle","description":"Oracle Corporation is an American multinational computer technology company providing database software, cloud infrastructure, and enterprise applications. Oracle Cloud Infrastructure supports AI/ML workloads and autonomous database services.","identifier":"a18eca31-e45d-4693-9cd1-7d306be303fb","address":"Austin, Texas, USA","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":25,"primary_source_types":["secondary-established-publication","secondary-industry-publication"]}}}