The Motley Fool on $ORCL (Oct 28, 2026)
Oracle's chip-agnostic shift is favorable: scarce chips mean single-supplier reliance would slow data-center builds, while Oracle's edge is speed and backlog delivery. It widens the customer pool, cuts dependence on any one supplier, and deepens its OpenAI tie, half its backlog.
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When Oracle started on its massive AI buildout, it was going to be an Nvidia shop and OpenAI was going to be its biggest customer. But Lou, we learned yesterday that Oracle is now open for business, no matter what kind of chip you're making.
Sounds like they're going to be carrying Google's TPUs, OpenAI's Jalapeno chip. This seems like a pretty big shift for one of the biggest cloud infrastructure companies out there.
There aren't enough chips to go around. If you're sticking to Nvidia chips, it really limits how fast you can build your data centers out. And Oracle's edge is being able to build their data centers fast, deliver on that backlog that everyone's so worried about.
Uh I mean being chip agnostic, it widens their customer pool. It like you said, it reduces their dependence on anyone supplier. It also deepens that relationship with Open AI, which is half of their backlog.
Yeah. Oracle, this is a strategy that Oracle has also deployed a company that we just talked about,
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