Oracle
Mentioned in 209 analyzed podcast episodes across 10 shows
A major enterprise software and cloud infrastructure company that has become central to AI infrastructure discussions, particularly through large-scale data center partnerships with OpenAI and a 15-year agreement with Crusoe Cloud. The company has faced scrutiny over accounting practices related to AI infrastructure depreciation and stock volatility amid concerns about its OpenAI relationship dynamics. Oracle appears frequently in podcast discussions about AI infrastructure investments, corporate relocation trends, and the broader SaaS sector performance.
Mentioned On
Episode Mentions
声动早咖啡 · Jul 15, 2026
淘宝闪购｜零食量贩店「缩水款」引争议，夏奇拉将登美加墨决赛中场秀
“Founder Larry Ellison is father of Paramount CEO, creating political dimension to merger antitrust case”
The Information's TITV · Jul 15, 2026
On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park
“Hyperscaler facing CapEx concerns and stock underperformance; major compute provider for OpenAI”
Kim Komando Daily Tech Update · Jul 12, 2026
Dad throws son’s Nintendo out the window
“NetSuite by Oracle mentioned as number one AI-powered cloud ERP trusted by 43,000+ businesses for integrated financial and operational systems”
Bloomberg This Weekend · Jul 10, 2026
Special Edition: SK Hynix Debuts in US, Opens 14% Above Offer Price
“Hyperscaler with $350B aggregate debt obligations for data center capex; received downgrade during episode”
Bloomberg Tech · Jul 10, 2026
SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
“Hyperscaler included in $350B aggregate data center debt issuance; received downgrade during episode”
Daily Tech Headlines · Jul 10, 2026
OpenAI Unveils GPT-5.6 Model Family with Enhanced Efficiency and Enterprise Tools - DTH
“Designated as critical third-party supplier for UK financial sector resilience and cybersecurity oversight”
This Week in Startups · Jun 29, 2026
Chamath on why young people need more agency, risk, and adventure
“Mentioned alongside SAP as a legacy vendor that standardized enterprise software at scale, now vulnerable to AI disruption.”
Up First from NPR · Jun 13, 2026
Trump's Iran Negotiations, Entertainment Mergers, NBA finals
“Co-founded by Larry Ellison, whose family now controls Paramount parent company”
Prof G Markets · Jun 9, 2026
Why A Hot Jobs Report Spooked Wall Street
“Mentioned as potential future equity issuer in AI infrastructure spending wave”
Breaking Points with Krystal and Saagar · Jun 3, 2026
6/3/26: Larry Ellison Net Worth Skyrockets On Data Centers, ICE Protests Erupt At Delaney Hall
“Larry Ellison's company benefiting from AI data center boom; Adrian Boafo, Oracle lobbyist, running for Congress with Hoyer's support”
All-In with Chamath, Jason, Sacks & Friedberg · Jun 2, 2026
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
“Cloud partner hosting 1GW data center complex in Saline, Michigan”
Pivot · May 19, 2026
Elon's Big Loss, Trump's Stock Trades, and OpenAI vs. Apple
“Trump made well-timed stock purchases before TikTok divestment deal involving Michael Dell”
Pod Save America · May 19, 2026
The Bruised Hand in the Cookie Jar
“Trump bought $1M+ position in company with business before his administration”
Raging Moderates with Scott Galloway and Jessica Tarlov · May 18, 2026
Trump Cashes in on Thousands of Stock Trades While Americans Get Crushed
“Trump purchased millions in stock while administration helped Oracle secure TikTok operating deal”
The Daily · May 17, 2026
Can We Reverse Aging?
“Company co-founded by Larry Ellison, a billionaire investor in longevity science and wellness initiatives”
Prof G Markets · May 15, 2026
The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran
“AI spending commitments represent >50% of revenue backlog; heavily exposed to data center infrastructure buildout”
Odd Lots · May 15, 2026
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
“Mentioned as example of AI-era company receiving capital despite uncertain profitability”
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“Software company bouncing as part of IGV sector reversal; benefiting from AI infrastructure demand and enterprise software rotation”
Tech Brew Ride Home · May 14, 2026
The Biggest Tech IPO Since Uber
“Listed as Cerebra competitor in cloud services”
Prof G Markets · May 14, 2026
AI Skeptic: This Business Makes No Sense
“Canceled multi-billion dollar Super Micro GPU order; source confirms $6.30/hour COGS for GB300 GPU operation, making economics unviable”
Tech Won't Save Us · May 14, 2026
The UK Government’s AI Obsession is a Big Risk w/ Will Dunn
“Company founded by Larry Ellison, primary funder of Tony Blair Institute which influences UK government AI policy”
Founder's Story · May 13, 2026
"AI Isn't Under Control": The Founder Solving a $20 Trillion Problem | Ep. 397 with Brandon Card CEO of Terzo AI
“Brandon's first employer out of undergrad; he references Oracle's database strategy and acquisition model as inspiration for Terzo”
Better Offline · May 13, 2026
The Insanity of the Markets with Ben & Emil
“Enterprise software company that Bloom Energy is selling to; represents actual revenue generation vs. speculative valuations”
TBPN · May 9, 2026
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
“Ellison family holds infrastructure investments in AI through Oracle while owning legacy media through Warner Brothers”
Marketplace · May 8, 2026
Who's getting those tariff refunds?
“Conducted mass layoffs earlier in 2026 as part of tech sector restructuring”
Big Technology Podcast · May 8, 2026
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
“Mentioned as example of compute partnership announcements that may not materialize as promised”
Pod Save America · May 8, 2026
It's One Ballroom, Donald, How Much Could It Cost?
“Software company whose founder Larry Ellison relocated headquarters from California”
The Tucker Carlson Show · May 7, 2026
Rep. Thomas Massie: Battling the Treachery of Trump’s Republican Party, AIPAC, and the Epstein Class
“Tech company identified as major beneficiary of data center environmental immunity provisions”
The AI Daily Brief: Artificial Intelligence News and Analysis · May 6, 2026
Who Cares About Consumer AI
“Announced $455B backlog with OpenAI; stock initially surged 36% but retraced as analysts questioned revenue sustainability”
The Information's TITV · May 6, 2026
AMD Revenue Jumps 38%, Anthropic’s $200B Google Deal, & OpenAI President Greg Brockman on Elon Musk
“Building data centers for OpenAI with $300B commitment; reinventing as major cloud provider to compete with hyperscalers”
The Tech Report · May 6, 2026
AI productivity myth: AI layoffs are destroying productivity | Natasha Bernal
“Central case study: laid off employees trained AI replacements, allegedly targeted older workers with RSUs near vesting to avoid payouts”
Vital Dawn · May 6, 2026
Vital Dawn Podcast for Wednesday May 6
“Part of cloud provider group where 50% of revenue backlog tied to Anthropic and OpenAI”
Risky Bulletin · May 6, 2026
Risky Bulletin: Targeted supply chain attack hits DAEMON Tools
“Switched from quarterly to monthly security updates, citing AI as reason for increased release frequency”
Better Offline · May 6, 2026
CZM Rewind: Cory Doctorow and Ed Zitron on Enshittification and the Rot Economy
“Has $300B five-year contract with OpenAI but only 200MW data center capacity vs 4.5GW needed”
Pivot · May 5, 2026
GameStop's eBay Bid, AI and the Midterms, and Senate Prediction Market Ban
“Pentagon AI partner providing technology for military AI deployment and lawful operational use”
The Shawn Ryan Show · May 4, 2026
#301 Cenk Uygur - The Foreign Influence Crisis
“Founder Larry Ellison identified as major Israel donor coordinating with politicians to ensure pro-Israel voting”
Pod Save America · May 3, 2026
Bernie vs. the Robots
“Larry Ellison cited as billionaire pushing AI development with insufficient safety oversight”
Prof G Markets · Apr 30, 2026
Ray Dalio: The World Order Has Unraveled
“Cloud infrastructure provider; fell 6% on OpenAI revenue miss, indicating systemic exposure to AI startup performance”
TBPN · Apr 30, 2026
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
“Stock slumped on OpenAI funding concerns; tied to hyperscaler AI infrastructure investments”
Bloomberg Daybreak: US Edition · Apr 29, 2026
Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings
“Referenced as precedent for investor skepticism on venture-style AI partnerships and spending materialization”
Bloomberg Tech · Apr 29, 2026
Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings
“Mentioned as precedent for investor concerns about materializing committed spending from AI model partners”
Bloomberg Surveillance · Apr 29, 2026
Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings
“Referenced as precedent for investor skepticism about venture-style AI infrastructure bets materializing into revenue”
Motley Fool Money · Apr 29, 2026
Earnings Season Hits Overdrive
“Data center customer for Bloom Energy; stock down significantly raising questions about hyperscaler capex commitment and Bloom's growth”
Tech Brew Ride Home · Apr 29, 2026
Elon V. Sam Day 2
“Key Stargate partner with $300 billion five-year computing capacity agreement; most prominent role in OpenAI infrastructure deals”
AI For Humans: Making Artificial Intelligence Fun & Practical · Apr 29, 2026
OpenAI's Growth Is Slowing. Is The AI Bubble Popping?
“Part of circular funding pattern; writes checks to OpenAI to serve models; receives payments from OpenAI for infrastructure”
Morning Brew Daily · Apr 29, 2026
OpenAI’s Struggles Spooks Tech Stocks & UAE Walks Away From OPEC
“Committed $300B to OpenAI data center ambitions; stock dropped 4% following OpenAI revenue miss report”
Prof G Markets · Apr 29, 2026
Data Center Debate: Are Energy Bills About To Explode?
“Stock dropped 4% following OpenAI revenue miss; involved in data center infrastructure”
Better Offline · Apr 29, 2026
Palantir's Manifesto with June and Caleb from KTC
“Compared to Palantir as similar enterprise software company with government contracts and high pricing model”
The Compound and Friends · Apr 28, 2026
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
“Fell 7-8% pre-market on OpenAI usage miss story, closed down 4% but recovered to highs of day”
Bloomberg Tech · Apr 28, 2026
OpenAI Linked Stocks Fall on Report It Missed Targets
“Primary infrastructure partner to OpenAI with $300B+ commitment; stock fell 4% on concerns about demand pullback”