Financial evidence, stock performance and the questions that connect this company to the physical AI buildout.
Total annual company revenue · year ended 2026-05-31. This is company-wide revenue.
Annual financial evidence ↗ · Compare the revenue rankingOracle reported fiscal Q1 2027 revenue of $19.3 billion, up 30%. Cloud infrastructure revenue was $7.4 billion, up 121%. Remaining performance obligations were $664 billion; that backlog must not be counted as recognized revenue.
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No comparable annual AI-only revenue figure is separately sourced for this company in our current edition. Company revenue, segment revenue, spending and order commitments should not be used as substitutes.
How quickly do contracted commitments become delivered capacity, recognized revenue and cash? Watch infrastructure growth, capital expenditure and free cash flow. Remaining performance obligations represent future commitments, not current sales.
These are research questions, not a valuation conclusion or a recommendation to buy or sell.
These profiles mention the company. A mention does not establish a supplier contract or project-specific revenue.
These profiles contain a named role or connection. A relationship does not establish booked revenue, ownership of every project layer or an attractive valuation. Site-attributable financial materiality remains a separate diligence question.
AI data centers and the 2026 election: candidate positions and investor implications. This national analysis provides policy context; it does not establish that a proposal applies to a particular campus or quantify company earnings effects.
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
Oracle is the customer and operator of computing at the existing Abilene campus. On its Sept. 10, 2026 earnings call, management reported six of eight buildings / 618 MW delivered to the customer; site economics and independently metered operating capacity are not established.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
Announced cloud-campus customer and bearer of energy costs, as of April 27 2026 attribution
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
Oracle is the intended customer and project operator/service provider. MPSC identifies Green Chile Ventures LLC as Oracle subsidiary and DTE customer; Oracle reports construction and intended customer delivery. Actual acceptance, service commencement and site revenue remain unverified.
The documented role does not establish contract value, project-level earnings, accepted operating load or a share of company revenue.
www.michigan.gov ↗ · www.oracle.com ↗ · www.oracle.com ↗ · www.oracle.com ↗
Named Stargate cloud-infrastructure participant and Vantage customer at the planned Lighthouse campus.
The campus target does not establish operating acceptance. The aggregate 4.5 GW Stargate program and Vantage’s investment are not current campus revenue or delivered Oracle capacity.