Who supplies Oracle, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
⚡
Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Oracle files 8-Ks, announces contracts, or beats guidance.
17 companies with a disclosed relationship to Oracle · 4 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Cloud & Neocloud (4) | ||||||||||
| GOOGL | Multicloud database placement | partner | - | - | - | - | - | 25 | 20% exp79 | |
| CRWV | Neocloud GPU capacity | competitor | - | - | - | - | - | 5 | 15% exp77 | |
| MSFT | Interconnected multicloud database | partner | - | - | - | - | - | 2 | 15% exp77 | |
| AMZN | Cloud infrastructure | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| Servers & ODM (3) | ||||||||||
| HPE | Server systems | supplier | - | - | - | - | - | 31 | 32% exp85 | |
| DELL | Cloud infrastructure systems | supplier | - | - | - | - | - | 4 | 32% exp85 | |
| SMCI | GPU server systems | supplier | - | - | - | - | - | 2 | 32% exp85 | |
| Memory & Storage (2) | ||||||||||
| MU | Data-center memory | supplier | - | - | - | - | - | 11 | 15% exp77 | |
| WDC | Storage | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Compute (2) | ||||||||||
| NVDA | GPU capacity for OCI | supplier | - | - | - | - | - | 9 | 15% exp77 | |
| AMD | CPUs and accelerators | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Networking (2) | ||||||||||
| ANET | Data-center switching | supplier | - | - | - | - | - | 7 | 15% exp77 | |
| AVGO | Switching silicon | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Cooling & Thermal (1) | ||||||||||
| VRT | Power and thermal | supplier | - | - | - | - | - | 11 | 32% exp85 | |
| CPU & IP (1) | ||||||||||
| ARM | Ampere-based cloud CPUs | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (2) | ||||||||||
| CRM | Enterprise applications | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| NOW | Enterprise workflow | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.