# Who are Oracle's customers? Who does Oracle earn revenue from?
Canonical: https://valuechain.wiki/oracle · Facet: customers · Updated: 2026-09-24T04:08:54.550311+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Oracle's confirmed revenue counterparties include OpenAI, Palantir, Uber plus 4 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 7 revenue edges, backed by 11 dated sources, 2 of them primary filings (as of 2026-09-24).

### OpenAI (high)  → /openai.md
- note: Supplies OCI cloud compute to OpenAI Stargate (~$300B/4.5GW).
- [confirms] IntuitionLabs (EN, research, published 2026-04-12) https://intuitionlabs.ai/articles/oracle-openai-300b-deal-analysis: "Oracle and OpenAI's $300B five-year cloud deal covers ~4.5GW of capacity per year."
- [confirms] Data Center Frontier (EN, news, published 2025-09-01) https://www.datacenterfrontier.com/machine-learning/article/55316610/openai-and-oracles-300b-stargate-deal-building-ais-national-scale-infrastructure: "OpenAI–Oracle $300B Stargate, 4.5GW."
- [confirms] OpenAI (EN, news, published 2025-07-22) https://openai.com/index/stargate-advances-with-partnership-with-oracle/: "OpenAI–Oracle $300B Stargate, 4.5GW."
- [confirms] SEC EDGAR (EN, filing, published 2025-06-20) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ORCL&type=10-K: "Oracle 10-K: OCI cloud and Stargate revenue."

### 엔터프라이즈·정부 (클라우드) (high)
- note: OCI, database and SaaS for enterprise and government.
- [confirms] SEC / Oracle (EN, filing, published 2026-06-22) https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm: "Oracle 10-K: OCI and applications sold to enterprises and government; AI infrastructure is a growth axis."

### Palantir (mid)  → /palantir.md
- note: Provides cloud compute to Palantir.
- [confirms] InsiderFinance (EN, research, published 2026-01-01) https://www.insiderfinance.io/news/palantir-stock-surges-on-contract-wins-and-ai-gains: "Provides cloud compute to Palantir."
- [confirms] Cloud Wars (EN, news, published 2024-07-23) https://cloudwars.com/ai/oracle-palantir-align-big-data-analytics-ai-functionality-with-oci/: "Palantir Foundry and AIP are certified on Oracle Cloud Infrastructure (OCI)."

### Uber (mid)  → /uber.md
- note: Oracle hosts Uber workloads on Oracle Cloud Infrastructure (OCI) under a 2023 seven-year deal and is paid for it; Uber's OCI spend is revenue for Oracle.
- [confirms] Forbes (EN, news, published 2023-02-21) https://www.forbes.com/sites/danielnewman/2023/02/21/uber-goes-big-on-cloud-with-google-and-oracle-as-cloud-architecture-debate-continues/: "Uber signed a seven-year deal to migrate to Oracle's cloud, and that usage is revenue for Oracle."

### 메리어트 인터내셔널 (mid)  → /marriott-international.md
- note: Oracle provides Fusion Cloud HCM, which Marriott deployed to automate core human-resources functions, but the subscription and service consideration paid to Oracle has not been disclosed.
- [confirms] Oracle (EN, news, published 2021-04-20) https://blogs.oracle.com/oraclehcm/marriott-hr-upgrades-to-cloud-suite-as-employees-and-guests-return-to-its-properties: "launching a new Oracle Fusion Cloud Human Capital Management (HCM) system"

### 셔윈-윌리엄스 (mid)  → /sherwin-williams.md
- note: Oracle provides its purchasing system to Sherwin-Williams, which stated in Oracle's customer community that it had enabled the system's Redwood page, while contract value and deployment scope were not disclosed.
- [confirms] Oracle Cloud Customer Connect (EN, news, published 2025-05-05) https://community.oracle.com/customerconnect/discussion/869491/ability-to-customize-purchase-orders-redwood-page-add-custom-button: "We have enabled Purchase Orders Redwood page released in 25A."

### 콘솔리데이티드 에디슨 (mid)  → /consolidated-edison.md
- note: Oracle provided the single instance of Customer Care & Billing that Con Edison implemented to centralize customer operations across multiple commodities and subsidiaries, while the software contract value was not disclosed.
- [confirms] Oracle (EN, ir, published 2025-02-01) https://www.oracle.com/a/ocom/docs/customer-edge-summit-2025-track-agenda.pdf: "Con Edison implemented a single instance of Oracle Customer Care & Billing"

Reverse side: https://valuechain.wiki/oracle/suppliers.md · Ripple: https://valuechain.wiki/oracle/ripple.md

---
Full node: https://valuechain.wiki/oracle.md · JSON: https://valuechain.wiki/oracle.json