OracleORCL

Oracle's capex is exploding as it builds OCI capacity for AI customers — heavily Nvidia, with networking and power alongside.

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Theme · OCI datacenter expansion

Where the cash goes~$34B / yr · FY2025

Capex$21B

R&D$9B

Dividends$4B

Money flows left → right · hover a node · click to open the stock.AI AcceleratorsNetworkingPower & Cooling

Most exposed to ORCL's spend

NvidiaNVDACurated
Massive GPU clusters underpin OCI's AI training contracts.
AI Accelerators
AMDAMDCurated
MI300-series capacity as a second AI source.
AI Accelerators
Arista NetworksANETCurated
Networking for OCI superclusters.
Networking
VertivVRTCurated
Power and cooling for rapid datacenter build-out.
Power & Cooling

Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.