Map / Data centers and cloud
Oracle ORCL
Builds Stargate capacity for OpenAI; $664B backlog, negative free cash flow.
Depends on
- Nvidia: Vera Rubin systems. Oracle named as a Vera Rubin ramping partner. Nvidia, 2026-08-26
- Crusoe: Abilene campus build and operation. 4 of 8 buildings live; expansion beyond 1.2 GW dropped. Epoch AI, 2026-04-17
- Bloom Energy: Fuel cells, up to 2.8 GW. On-site generation agreement. EnkiAI, 2026-04
Supplies
- OpenAI: Stargate cloud capacity. Roughly half of Oracle's $664B contracted backlog is tied to OpenAI. ERP Today, 2026-09-11
Data as of 2026-10-01. Cite as: Ye, Mike. "Oracle" (oracle). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/oracle/. How to cite.