Oracle
ORCLQ1 2023(ORCL Q3 FY2023)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$795.7M
AI Revenue (Q)
$62.3M
Total Revenue (Q)
$12.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2023 (Dec 2022-Feb 2023): Total revenue $12,398M. Cloud and license $10,211M. Early generative AI demand emerging post-ChatGPT, but OCI GPU infrastructure was still being built out. Oracle had not yet made major AI announcements or disclosed AI-specific demand. No AI revenue quantified. Conservative estimate: ~$62M AI revenue / $12,398M total = 0.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Cloud and license: Revenues $10,211
Notes: Segment Data, 10-Q Feb 2023
Total revenues $12,398
Notes: Segment Data, 10-Q Feb 2023
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