Question 1

What percentage of Oracle's revenue comes from AI?

Accepted Answer

Oracle derives approximately 6.61% of its revenue from AI-related products and services, representing $3.6B in annual AI revenue out of $54.8B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Oracle's AI Fair Value?

Accepted Answer

Oracle's AI Fair Value is $36.3B, ranking it #22 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Oracle's AI revenue changed recently?

Accepted Answer

Oracle's AI revenue percentage increased from 8.0% to 9.0% (+1.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Oracle compare to peers in Cloud?

Accepted Answer

Oracle's AI revenue percentage of 6.61% is below the Cloud layer average of 35.3%. Among 5 ranked peers, 2 peers have a higher AI revenue percentage.

Question 5

Where does Oracle sit in the AI supply chain?

Accepted Answer

Oracle operates in the Cloud & Compute layer (Layer 5 of 9) of the AI supply chain. Hyperscale cloud providers and GPU cloud platforms delivering on-demand AI compute infrastructure. Key AI products include OCI AI, GPU Clusters, Autonomous Database, Oracle AI.

Question 6

How reliable is Oracle's AI revenue estimate?

Accepted Answer

Oracle's AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

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