Oracle
ORCLQ3 2023(ORCL Q1 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$2.5B
AI Revenue (Q)
$199.2M
Total Revenue (Q)
$13.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2024 (Jun-Aug 2023): Total revenue $12,453M. Cloud and license $10,356M (up 11% YoY). The filing mentions cost savings from the Fiscal 2024 Restructuring Plan and growing cloud services demand, but provides no AI revenue breakdown. OCI GPU capacity was expanding to meet rising AI demand from enterprises and AI startups. OCI cloud services and license support revenues were $9,547M. The AI workload portion of OCI was growing but remained a small share of total cloud. Conservative estimate: ~$187M AI revenue / $12,453M total = 1.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Cloud services and license support $9,547
Income Statement, 10-Q Aug 2023
Total revenues $12,453
Notes: Segment Data, 10-Q Aug 2023
Cloud and license: Revenues $10,356
Notes: Segment Data, 10-Q Aug 2023
AI Products Identified (Ring 1)
OCI GPU ComputeOCI Supercluster
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 DatabaseOCI AI Services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix