Organization
Oracle Cloud
Oracle Cloud is associated with ASN/IP network resources.
- Company
What to know first
- IdentityOracle Cloud, Private company, CompanyHigh confidence
Basic information
- Display nameOracle CloudHigh confidence
- Legal nameOracle CloudHigh confidence
- Legal typePrivate companyHigh confidence
- Directory categoryCompanyHigh confidence
- Official website or contact pageoracle.comMedium confidence
- Last updatedJun 16, 2026High confidence
Locations
- Geography scopeUnavailableUnrated
Other network resources
- Service platformOracle Cloud public service platformHigh confidence
Registry and related records
- Editorial contextOracle's Five AI Data-Center Sites, Audited: One Confirmed, Four Unproven, In January 2026, Oracle put five community names on the record as the physical layer of its AI partnership with OpenAI. A site-by-site check of permits, energization records, court actions and local reporting finds a steep verification gradient: one site confirmed operational, two verifiably unfinished, one still waiting on its grid connection, and one resting almost entirely on Oracle's own roster.Medium confidence
- Editorial contextOracle's financing stack is now the story: what is effective, what is conditional, and where it can break, Oracle has spent a decade converting an enterprise-software annuity into a hyperscaler's capital bill. By the end of its fiscal first quarter, which closed on August 31, 2026, the conversion machinery itself had become the investable fact. The company had raised the equity and the debt it promised; what remained unexecuted was $288 billion of lease commitments sitting off the balance sheet, roughly $90-95 billion of planned full-year capital expenditure, and any return to positive free cash flow. This article traces the chain that has to hold for announced spending to become Oracle Cloud Infrastructure cash flow — and identifies the three points where stress was already observable by late September 2026.Medium confidence
- Editorial contextOracle's $664 Billion Backlog and the 1.2 Gigawatts Behind It, Oracle ended its first fiscal quarter of 2027 with $664 billion of remaining performance obligations and $7.4 billion of quarterly cloud infrastructure revenue. Between those two figures sits everything that must still be built, powered, handed over and accepted before contracted value becomes recognised revenue — and Oracle's own disclosures now describe that pipeline in megawatts and delivery dates rather than adjectives.Medium confidence
- Editorial contextOracle Cloud's 131,072-GPU cluster is a fabric specification, not a schedulable size, Oracle's zettascale cluster network is documented as a three-tier Clos topology that can address 131,072 GPUs, but the company's own operational documentation caps provisioning at the host capacity actually present in the RDMA network. The gap between those two statements is where AI capacity planning lives.Medium confidence
- Editorial contextWho pays for Oracle's AI build-out: $11.4 billion of customer prepayments against $260 billion of leases, Oracle's $664 billion backlog is not one funding story but several stacked on top of each other: money customers have already paid, hardware customers have bought themselves, leases Oracle has signed but not yet commenced, and debt it has already raised. Reading the quarter means separating those layers rather than summing them.Medium confidence
- Editorial contextOracle's AI fleet: 97.9% utilisation, a 20% premium on four-year-old GPUs, and three 1 GW sites still dark, For a year, Oracle's AI infrastructure story has been told as a gap — the distance between the contracts the company has signed and the electricity it has switched on. Oracle's own operating numbers now support a sharper question. In the quarter it labels Q1 FY27, the company reported 850 megawatts of additional datacenter capacity delivered to customers, revenue up 30% to $19.3 billion, and remaining performance obligations of $664 billion, $209 billion above the same point a year earlier ([Oracle Q1 FY27 release](https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Q1-Results-Driven-by-Triple-Digit-Growth-in-Cloud-Infrastructure-Revenues/default.aspx)). On the same call, management said more than 300,000 GPUs went to AI Cloud customers since the end of Q4 FY26 — nearly triple that quarter's volume — and that capacity first installed roughly four years earlier had been renewed or resold at a premium of about 20%, with GPU utilisation at 97.9% ([Q1 FY27 earnings call transcript](https://stockanalysis.com/stocks/orcl/transcripts/689425-q1-2027/)).Medium confidence
- Editorial contextOracle Cloud's AI build-out: contracted backlog runs ahead of energised capacity, Oracle closed the first quarter of its 2027 fiscal year with $664 billion of remaining performance obligations on its books and a statement that it had delivered 850 megawatts of AI compute capacity to customers during the same three months. Read together, those two numbers define the question that now matters most to anyone buying Oracle Cloud Infrastructure capacity: how much of what has been sold is energised, billing and running, and how much is a commitment with a start date that has not yet been published.Medium confidence
- Editorial contextOracle Cloud’s automation promise meets the limits of deployment, Oracle Cloud Infrastructure is more than a transit-routing service: it offers code-driven provisioning, event-triggered operations, recovery orchestration and specialized AI capacity. The practical question is not whether these controls exist, but how much operational work they remove once permissions, quotas, hardware availability, application dependencies and testing are included.Medium confidence
Source basis
- Public recordunknownHigh confidence
- Public recordPublic network recordHigh confidence
Related research
- Primary articleOracle's Five AI Data-Center Sites, Audited: One Confirmed, Four UnprovenHigh confidence
- Primary articleOracle's financing stack is now the story: what is effective, what is conditional, and where it can breakHigh confidence
- Primary articleOracle's $664 Billion Backlog and the 1.2 Gigawatts Behind ItHigh confidence
- Primary articleOracle Cloud's 131,072-GPU cluster is a fabric specification, not a schedulable sizeHigh confidence
- Primary articleWho pays for Oracle's AI build-out: $11.4 billion of customer prepayments against $260 billion of leasesHigh confidence
- Primary articleOracle's AI fleet: 97.9% utilisation, a 20% premium on four-year-old GPUs, and three 1 GW sites still darkHigh confidence
- Primary articleOracle Cloud's AI build-out: contracted backlog runs ahead of energised capacityHigh confidence
- Primary articleOracle Cloud’s automation promise meets the limits of deploymentHigh confidence