Oracle Cloud Infrastructure (OCI)

Oracle Cloud Infrastructure has emerged as the surprise winner of the AI infrastructure race — its second-generation OCI architecture offers dramatically better GPU cluster networking than AWS or Azure, making it the platform of choice for training large language models. OpenAI signed a $1.2B multi-year agreement with OCI in 2024, with plans to deploy 400,000 NVIDIA H100 GPUs. OCI's annual revenue surpassed $10B in fiscal 2026, growing 29% year-over-year. Larry Ellison's personal $75B fortune is tied to Oracle stock, making him one of the most invested CEOs in cloud infrastructure outcomes, and he has personally championed partnerships with governments for sovereign AI cloud infrastructure.