Stock Besties · ORCL

Oracle: who it depends on, and who depends on it.

Cloud infrastructure (OCI). ORCL · NYSE. 2 sourced relationships in the network, each with its filing or release.

Open Oracle on the mapRun a what-ifCheck shared exposureAll SEC filings

Stock Trade Twins pairs ORCL with rivals by price behavior, a different question from business dependence:

MSFT / ORCLORCL / PLTR
Ties

Dependence, both ways

Oracle depends on, or is exposed to

Companies that depend on Oracle

Event exposure

If something happens to Oracle

The companies each kind of event would reach, up to two steps away, along sourced relationships only. This is a map of connections, not a forecast: how much each company would feel is unknown unless a source states it.

What if Oracle spends less?

Companies that sell to it (its suppliers and infrastructure providers), then the companies those sellers buy from.

  • NVIDIA · directly, materiality unknownNVIDIA depends on sales to Oracle.
  • CoreWeave · two steps away, materiality unknownNVIDIA depends on sales to Oracle; then CoreWeave depends on sales to NVIDIA.
  • Micron · two steps away, materiality unknownNVIDIA depends on sales to Oracle; then Micron depends on sales to NVIDIA.
  • TSMC · two steps away, materiality unknownNVIDIA depends on sales to Oracle; then TSMC depends on sales to NVIDIA.

What if Oracle raises less money or its value falls?

Its investors, holders and guarantors, plus the companies that sell to it (a company that raises less tends to buy less), then their suppliers.

  • NVIDIA · directly, materiality unknownNVIDIA depends on sales to Oracle.
  • CoreWeave · two steps away, materiality unknownNVIDIA depends on sales to Oracle; then CoreWeave depends on sales to NVIDIA.
  • Micron · two steps away, materiality unknownNVIDIA depends on sales to Oracle; then Micron depends on sales to NVIDIA.
  • TSMC · two steps away, materiality unknownNVIDIA depends on sales to Oracle; then TSMC depends on sales to NVIDIA.

What if Oracle cannot deliver?

Companies that buy chips, parts or capacity from it, then their own customers.

  • OpenAI · directly, materiality unknownOpenAI depends on compute or data-center capacity from Oracle.

What if Oracle's shares or stake lose value?

Holders of its shares, warrants or notes and guarantors of its obligations, then their holders.

No company in this network is connected to Oracle that way.

Filings

Oracle’s filings and its partners’

  1. Sep 14, 2026, 06:01 ETOracle filed a current report (8-K): other events (Item 8.01). Filing on SEC.govConnected:OpenAINVIDIA
  2. Sep 11, 2026, 16:10 ETOracle filed a quarterly report (10-Q). Filing on SEC.govConnected:OpenAINVIDIA
  3. Sep 10, 2026, 16:16 ETOracle filed a current report (8-K): results of operations (Item 2.02), other events (Item 8.01). Filing on SEC.govConnected:OpenAINVIDIA
  4. Sep 3, 2026, 08:03 ETNVIDIA filed a current report (8-K): other events (Item 8.01). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  5. Aug 26, 2026, 16:36 ETNVIDIA filed a quarterly report (10-Q). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  6. Aug 26, 2026, 16:21 ETNVIDIA filed a current report (8-K): results of operations (Item 2.02). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  7. Aug 17, 2026, 08:41 ETNVIDIA filed a current report (8-K): material agreement (Item 1.01), new financial obligation (Item 2.03), Regulation FD disclosure (Item 7.01). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  8. Jul 2, 2026, 09:23 ETNVIDIA filed a current report (8-K): officer or director change (Item 5.02). Filing on SEC.govConnected:OpenAICoreWeaveOracleAnthropicIntelTSMCMicron
  9. Jun 30, 2026, 16:27 ETNVIDIA filed a current report (8-K): shareholder vote (Item 5.07). Filing on SEC.govConnected:OpenAICoreWeaveOracleAnthropicIntelTSMCMicron
Evidence

Every relationship of Oracle

Oracle builds Stargate data centers for OpenAIOracle · OpenAI · Oct 14, 2025
InfrastructureActiveStated by both companies

Oracle’s cloud runs OpenAI’s flagship Stargate supercluster in Abilene, Texas, and a Michigan campus is being built exclusively for Oracle and OpenAI. No amount is disclosed.

  • Infrastructure dependence: OpenAI depends on compute or data-center capacity from Oracle.
  • Customer dependence: Oracle depends on sales to OpenAI.
  • OpenAI pays Oracle for compute or data-center capacity.
First verified evidence
Oct 14, 2025
Latest evidence
Jun 1, 2026
What the sources say

  1. Oracle’s Zettascale10 fabric underpins the flagship supercluster built with OpenAI in Abilene, Texas.

    “OCI Zettascale10 is the fabric underpinning the flagship supercluster built in collaboration with OpenAI in Abilene, Texas, as part of Stargate.”
    Oracle (newsroom), Oct 14, 2025excerpt re-checked Oct 18, 2026

  2. The Saline Township, Michigan campus is purpose-built exclusively for Oracle and OpenAI.

    “The project, purpose-built exclusively for Oracle and OpenAI, is financed with equity from Related Digital and funds affiliated with Blackstone”
    Oracle and OpenAI with project partners (joint release on oracle.com), Jun 1, 2026excerpt re-checked Oct 18, 2026

  3. OpenAI describes Stargate as built in partnership with Oracle.

    “OpenAI’s Stargate initiative, in partnership with Oracle, is expanding AI compute capacity across the United States”
    Oracle and OpenAI with project partners (joint release on oracle.com), Jun 1, 2026excerpt re-checked Oct 18, 2026
How much it matters
  • To Oracle: Unknown Oracle reports remaining performance obligations without naming customers, so no amount is attributed to OpenAI.
  • To OpenAI: Unknown OpenAI is private; no source states what share of its compute runs on Oracle.
Oracle’s largest AI clusters run on NVIDIA GPUsNVIDIA · Oracle · Oct 14, 2025
SupplierActiveStated by one company

Oracle’s Zettascale10 clusters connect hundreds of thousands of NVIDIA GPUs, with deployments of up to 800,000.

  • Supplier dependence: Oracle depends on chips or parts from NVIDIA.
  • Customer dependence: NVIDIA depends on sales to Oracle.
  • Oracle pays NVIDIA for chips or parts.
First verified evidence
Oct 14, 2025
Latest evidence
Oct 14, 2025
What the sources say

  1. Hundreds of thousands of NVIDIA GPUs across multiple data centers.

    “OCI Zettascale10 connects hundreds of thousands of NVIDIA GPUs across multiple data centers”
    Oracle (newsroom), Oct 14, 2025excerpt re-checked Oct 18, 2026

  2. Initial deployments of up to 800,000 NVIDIA GPUs.

    “Initially, OCI Zettascale10 clusters will target deployments of up to 800,000 NVIDIA GPUs”
    Oracle (newsroom), Oct 14, 2025excerpt re-checked Oct 18, 2026
How much it matters
  • To NVIDIA: Unknown Not stated.
  • To Oracle: Unknown Oracle does not state NVIDIA’s share of its purchases.

Catalog BESTIES-v1, reviewed Oct 18, 2026. Paper research only, not investment advice. Method and sources

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