company · Hyperscalers & Cloud
OracleORCL
The fourth cloud remade by AI: a founding Stargate partner with some of the largest single compute contracts ever disclosed, building gigawatt-class capacity for OpenAI and others on a debt-fueled balance sheet the market watches nervously.
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Earnings
| Date | Period | EPS est | Actual | Surprise | Links |
|---|---|---|---|---|---|
| Sep 10, 2026 | Aug/2026 | $1.39 | $1.63 | +17.3% | |
| Sep 8, 2026upcoming | Aug/2026 | $1.40 | — | — |
Full calendar across tracked entities: /calendar
Claims on record
Oracle signed a deal with AMD in March 2025 to deploy 30,000 AMD MI355X GPU accelerators in Oracle Cloud Infrastructure.
UNVERIFIED · The Next Platform · Oct 14, 2025
Oracle will deploy AMD Altair MI450-series GPUs in Helios double-wide racks, starting with 50,000 GPU sockets in the third quarter of 2026 and expanding in 2027 and beyond.
UNVERIFIED · The Next Platform · Oct 14, 2025
Oracle and AMD said the 50,000 GPU socket machine will consume about 200 megawatts.
UNVERIFIED · The Next Platform · Oct 14, 2025
The author estimates the 700 racks in Oracle's MI450 deployment will cost approximately $3.5 billion to $4 billion including storage and networks.
UNVERIFIED · The Next Platform · Oct 14, 2025
The 192-core Polaris AmpereOne M chips began shipping in Q4 2024 and appeared in Oracle Cloud Infrastructure instances.
UNVERIFIED · The Next Platform · Mar 25, 2026