The brief

Analyst view

• Leading enterprise database provider with OCI cloud competing for hyperscale AI workloads.
• 2025 partner in Stargate: $500B AI infrastructure venture with OpenAI and SoftBank; operates Zettascale data centers.
• Abilene, Texas Stargate site operational; expanding to 10+ GW across U.S. by 2029.

Technical approach

As reported

Oracle Database

Enterprise data platform

Industry standard for critical enterprise systems; new versions support vector search and in-database ML for enterprises adding AI to existing workflows.

OCI Cloud

Hyperscale GPU infrastructure

OCI provides GPU clusters (NVIDIA H100/H200), distributed storage, and networking optimized for AI training and inference at hyperscale.

Stargate Partnership

Dedicated AI infrastructure buildout

Oracle builds and operates Zettascale data centers for the Stargate joint venture, dedicated to large-scale AI model training and inference.