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
People and contacts
- ContactsPolicyMedium confidence
- Available contact typesPolicyMedium confidence
Registry and related records
- Editorial contextOracle's Financing Ledger: The Only Part of Its AI Story That Can Actually Be Counted, Most of what Oracle says about its artificial intelligence buildout cannot be checked by an outsider. The $664 billion in remaining performance obligations that the company reported on September 10, 2026 is a management-defined figure with no disclosed counterparty list, no disclosed contract durations and no disclosed cancellation terms. The gigawatt targets attached to its datacenter pipeline are announcements, not energized capacity. But alongside that unauditable narrative sits a second, very different set of numbers: debt issues priced by bond markets, equity sold into public markets, capital expenditures that appear in audited filings, and lease obligations disclosed in regulatory documents. This report reconstructs that financing ledger — dated, externally priced and, in most respects, verifiable — and asks what it proves about Oracle's transformation from enterprise software vendor into one of the world's largest compute lessors, and where even this ledger runs out of public evidence.Medium confidence
- Editorial contextOracle's Everywhere Ledger: What Database@AWS, Database@Azure and Database@Google Cloud Actually Verify, Oracle has spent two fiscal years telling investors it can run its database everywhere its customers already are. Unlike the company's artificial intelligence capacity backlog, which is measured in hundreds of billions of contracted dollars that no outsider can count, the multicloud programme leaves a trail that can be checked: publicly announced region counts, dated product launches, and a quarterly growth percentage that Oracle itself publishes. This report reconstructs that ledger, quarter by quarter, and asks what it verifies — and what it still does not.Medium confidence
- Editorial contextOracle's Non-OpenAI Ledger: What the Meta Deal and the Four-Customer Wave Actually Verify, A $664 billion backlog reads as diversification only if customers can be counted. Oracle's public record lets you count to one.Medium confidence
- Editorial contextThe Delivery Ledger: What Oracle Has Actually Commissioned for OpenAI — and What Remains Conditional, In the quarter ended August 31, 2026, Oracle told investors it had delivered 850 megawatts of additional datacenter capacity, spent $28.5 billion of capital in three months, and pushed its remaining performance obligations to $664 billion. Behind those headline numbers sits a narrower and more answerable question: of all the capacity Oracle has announced as part of its OpenAI partnership — 4.5 gigawatts of contracted development, plus an abandoned 600-megawatt expansion option at Abilene — how much exists as energized, customer-accepted capacity, and how much survives only as signed paper? This report separates the delivery ledger from the announcement ledger, and shows where the two are converging and where they still diverge.Medium confidence
- 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
Source basis
- Public source recordunknownHigh confidence
- Public source recordPublic network recordHigh confidence
Related research
- Primary articleOracle's Financing Ledger: The Only Part of Its AI Story That Can Actually Be CountedHigh confidence
- Primary articleOracle's Everywhere Ledger: What Database@AWS, Database@Azure and Database@Google Cloud Actually VerifyHigh confidence
- Primary articleOracle's Non-OpenAI Ledger: What the Meta Deal and the Four-Customer Wave Actually VerifyHigh confidence
- Primary articleThe Delivery Ledger: What Oracle Has Actually Commissioned for OpenAI — and What Remains ConditionalHigh confidence
- 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