Oracle
ORCLQ3 2022(ORCL Q1 FY2023)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$735.2M
AI Revenue (Q)
$62.0M
Total Revenue (Q)
$12.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (Jun-Aug 2022): Total revenue $11,445M. Cloud and license $9,321M. Oracle does not break out OCI revenue separately from total cloud services and license support. In this pre-ChatGPT period, OCI GPU compute for AI training/inference was negligible. Oracle's cloud services were overwhelmingly SaaS (Fusion ERP, HCM, CX, Cerner) and traditional IaaS/database hosting. No AI-specific revenue disclosed. Conservative estimate: ~$57M AI revenue / $11,445M total = 0.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Cloud and license: Revenues $9,321
Notes: Segment Data, 10-Q Aug 2022
Total revenues $11,445
Notes: Segment Data, 10-Q Aug 2022
AI Products Identified (Ring 1)
OCI GPU Compute (nascent)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Oracle Cloud InfrastructureOracle Autonomous Database
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix