Oracle

Oracle's cloud transformation under Larry Ellison has been the enterprise tech story of the decade — from a legacy database company to a $500B AI infrastructure provider. Oracle Cloud Infrastructure (OCI) is now the cloud of choice for AI training workloads due to its superior networking performance, winning contracts with OpenAI, Microsoft, and sovereign governments. The company hosts a 400,000-GPU AI cluster for OpenAI, one of the largest in the world. Oracle's database business, which generates $15B annually, remains the gold standard for mission-critical enterprise applications at Fortune 500 companies. Fiscal 2026 revenue surpassed $58B.