Oracle (OCI)
ORCLpublicBackers
No backer on file. That means no tracked fund's portfolio or Form D names this company — not that it is unbacked.
Thesis
Stargate-era infrastructure deal with OpenAI; aggressive GPU buildout.
Risk: Like most of the hyperscalers layer, the AI narrative is additive rather than core — if AI capex slows, the stock trades on its legacy business, not the theme.
Contracts as provider
2 disclosures · $105.00B| Filed | Customer | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Jun 10, 2026 | Undisclosed | Other | — | — | — | — | $75.00B | Expandedverified | 8-K |
excerpt · prepayment $75.00BMost of the RPO increase in both Q3 and Q4 were large scale AI contracts where the customer prepaid Oracle for the purchase of the GPUs, or the customer bought and supplied the GPUs to Oracle. The prepaid and customer supplied hardware portions of our large AI contracts now total $75 billion.Report an issue with this row | |||||||||
| Jun 30, 2025 | Undisclosed | Other | — | — | — | — | $30.00B | Amendedverified | 8-K |
excerptwe signed multiple large cloud services agreements including one that is expected to contribute more than $30 billion in annual revenue starting in FY28.Report an issue with this row | |||||||||
Concentration over time
2 filing dates| As of | Contracts | Value | Top customer | Top share |
|---|---|---|---|---|
| Jun 30, 2025 | 1 | $30.00B | Undisclosed | 100% |
| Jun 10, 2026 | 2 | $105.00B | Undisclosed | 100% |
Contracts as customer
1 disclosure · 200 MW| Filed | Provider | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Mar 10, 2026 | Applied Digital | Power supply | Polaris Forge 2, Harwood, North Dakota | 200 MW | — | — | — | Amendedverified | 8-K |
excerptThe Issuer intends to use the net proceeds from the offering to fund the development and construction of 200 megawatts of critical IT load at Polaris Forge 2, its AI Factory campus in Harwood, North Dakota currently leased to OracleReport an issue with this row | |||||||||
Signals
30 most recentMay 6, 2026FilingOracle (OCI) 8-K — Officer / director change · Reg FD disclosure · Financial statements / exhibits8-K
Apr 1, 2026FilingOracle (OCI) 8-K — Officer / director change · Reg FD disclosure · Financial statements / exhibits8-K
Mar 10, 2026FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Feb 2, 2026FilingOracle (OCI) 8-K — Material agreement · Other event · Financial statements / exhibits8-K
Dec 10, 2025FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Nov 18, 2025FilingOracle (OCI) 8-K — Officer / director change · Vote of security holders · Financial statements / exhibits8-K
Sep 18, 2025FilingOracle (OCI) 8-K — Officer / director change · Reg FD disclosure · Financial statements / exhibits8-K
Sep 9, 2025FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Jun 11, 2025FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Mar 10, 2025FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Dec 9, 2024FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Sep 9, 2024FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Jun 11, 2024FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Mar 11, 2024FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Dec 11, 2023FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Nov 15, 2023FilingOracle (OCI) 8-K — Officer / director change · Vote of security holders · Financial statements / exhibits8-K
Sep 11, 2023FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Jun 12, 2023FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Mar 9, 2023FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Dec 12, 2022FilingOracle (OCI) 8-K — Earnings results · Other event · Financial statements / exhibits8-K