The database company called legacy through the 2010s that in the 2020s became a builder of AI data centres, a Stargate partner and, on 10 September 2025, the subject of a one-day share price rise of around 36 per cent on a contracted backlog reported in the hundreds of billions, much of it from OpenAI. Larry Ellison was briefly the world's richest person that week, which the internet found funnier than Oracle did.
Someone remembers Ellison's 2023 account of a dinner at which he and Musk asked Jensen Huang for GPUs. The record notes that a founder worth tens of billions describing himself as begging is the shortage in one anecdote.
The September 2025 results and the reports of a five-year OpenAI contract in the region of $300bn. The record notes that analysts asked whether the tenant could pay, and that the question kept being asked into 2026.
The record notes that Oracle's route into the boom was to own the buildings and the power and lease them to the labs, and that this made a 1977 company the era's landlord.
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