Oracle Cloud Infrastructure (OCI)
Stargate anchor; RPO exploded on OpenAI compute backlog.
Layers as clusters, money as arcs, brand marks on the biggest stars
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Full file coming soon. Oracle Cloud Infrastructure (OCI)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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L1 Cloud · Cloud / compute · ORCL · United States
Oracle Cloud Infrastructure (OCI)
Stargate anchor; RPO exploded on OpenAI compute backlog.
- Links
- 13
- Deals from filings
- 0
- Exposed if it fails
- 1
- 14 within 2 steps
- It depends on
- 8
- 37 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
OCI is Oracle's cloud, which reinvented itself as an AI GPU supercluster provider with dense, low-cost Nvidia deployments. In 2025 Oracle became the central compute partner of the Stargate project with OpenAI, signing a reported ~$300B multi-year compute deal that sent its remaining performance obligations (RPO) to ~$450B+ and briefly made Oracle one of the most valuable US companies. Oracle largely resells Nvidia GPUs rather than designing custom silicon.
Key facts
from its map entry- Stargate / OpenAI deal
- ~$300B compute (2025)
- RPO backlog
- ~$450B+
- Primary silicon
- Nvidia GPUs (GB200/GB300)
- Model
- AI supercluster reseller
Pick a link to move the graph there: · · · · · · ·
Connections13 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
8Who depends on it
1Partners
2Compare two: what Oracle Cloud Infrastructure (OCI) shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources2 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| AI Systems Map links13 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.