# Who does Oracle pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/oracle · Facet: suppliers · Updated: 2026-09-24T04:08:54.550311+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Oracle's confirmed suppliers/cost counterparties include NVIDIA, Bloom Energy, DTE Energy plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 5 cost edges, backed by 9 dated sources, 3 of them primary filings (as of 2026-09-24).

### NVIDIA (high)  → /nvidia.md
- note: Deploys up to 800k NVIDIA GPUs in OCI Zettascale.
- [confirms] IntuitionLabs (EN, research, published 2026-04-12) https://intuitionlabs.ai/articles/oracle-openai-300b-deal-analysis: "Oracle is acquiring hundreds of thousands of NVIDIA GB200 GPUs (~$40B) for OCI."
- [confirms] CIO Dive (EN, news, published 2025-10-15) https://www.ciodive.com/news/oracle-amd-nvidia-AI-infrastructure/802772/: "OCI Zettascale10 with 800k NVIDIA GPUs."
- [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: "OCI Zettascale10 with 800k NVIDIA GPUs."

### Bloom Energy (high)  → /bloom-energy.md
- note: Sources on-site datacenter power from Bloom fuel cells (up to 2.8GW).
- [confirms] Bloom Energy (EN, filing, published 2026-04-17) https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-and-Oracle-Expand-Strategic-Partnership-to-Deploy-up-to-2-8-GW-to-Accelerate-AI-Infrastructure-Build-Out/default.aspx: "Oracle commits up to 2.8GW of Bloom fuel cells."
- [confirms] TradingKey (EN, research, published 2026-04-14) https://www.tradingkey.com/analysis/stocks/us-stocks/261779571-bloom-energy-oracle-fuel-cell-ai-datacenter-sofc-power-order-valuation-tradingkey: "Oracle to procure up to 2.8GW of Bloom Energy fuel cells to power its AI data centers."

### DTE 에너지 (high)  → /dte-energy.md
- note: Oracle, through its subsidiary Green Chile Ventures, signed a long-term agreement with DTE Electric for electricity supply to a data center in Saline Township, Michigan, with the Michigan Public Service Commission identifying 1.383 GW of load and the SEC-filed contract requiring an Oracle parent guaranty.
- [mentions] Samsung Securities Research Center (KO, research, published 2026-05-28) https://www.samsungpop.com/common.do?cmd=down&contentType=application/pdf&fileName=2020/2026052808584804K_02_01.pdf&inlineYn=Y&saveKey=research.pdf: "One project is the 1.4 GW Stargate AI data center led by Oracle and OpenAI, which broke ground in March."
- [confirms] Michigan Public Service Commission (EN, filing, published 2026-04-16) https://openmpsc.com/api/v1/cases/U-21990/filings/U-21990-0046/download: "GCV, a subsidiary of Oracle Corporation ... a 1.383 gigawatt data center facility"
- [confirms] SEC EDGAR (EN, filing, published 2026-02-17) https://www.sec.gov/Archives/edgar/data/28385/000093634026000054/a20251231exhibit101.htm: "a guaranty ... from Oracle Corporation ... the Customer Parent Guarantor"

### AMD (mid)  → /amd.md
- note: Deploys 50k AMD Instinct MI450 on OCI (Q3 2026).
- [confirms] CIO Dive (EN, news, published 2025-10-15) https://www.ciodive.com/news/oracle-amd-nvidia-AI-infrastructure/802772/: "Oracle and AMD deploy 50k MI450 on OCI."
- [confirms] HyperFRAME Research (EN, research, published 2025-10-15) https://hyperframeresearch.com/2025/10/15/does-oracles-50k-gpu-bet-threaten-nvidias-ai-lead/: "OCI to deploy 50,000 AMD MI450 GPUs starting Q3 2026, expanding into 2027."

### 데이터센터·서버·증설 (비공개) (low)
- note: Datacenter construction, servers and capex.
- [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: "Stargate ~7GW, $400B+ investment."

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

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