Oracle
Mentioned in 224 analyzed podcast episodes across 10 shows
An enterprise software and cloud infrastructure company heavily invested in AI data center buildout, particularly through major partnerships with OpenAI and a 15-year agreement with Crusoe Cloud. The company has made significant AI infrastructure bets while facing stock volatility and market concerns about its OpenAI relationships and accounting practices related to AI infrastructure depreciation. Podcasts discuss Oracle as a key player in the competitive AI infrastructure space and as an example of traditional software companies pivoting to capitalize on AI demand.
Mentioned On
Episode Mentions
Better Offline · Aug 12, 2026
Monologue: NVIDIA's No IT Loads Refused Cash Dump
“Described as the primary builder behind Stargate, funding OpenAI data centers under that branding.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Aug 10, 2026
What the Heck is Graph Engineering?
“Oracle's Malaysia data center, containing 100,000+ Nvidia Blackwell GPUs, was reportedly used almost exclusively by ByteDance.”
Better Offline · Aug 7, 2026
Monologue: The Pale Horsemen Arrive
“Referenced comparatively as having a ruthless CFO, and listed among companies whose growth depends on AI lab spending.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Aug 5, 2026
Why the Data Center Fight Has Little to Do With AI
“Forecast $95B in data center spend this year, used as a benchmark against SpaceX AI's $60B annual data spend.”
Better Offline · Aug 5, 2026
The AI Demand Bubble with Ed Elson
“Cited as the most extreme case of AI overextension, spending more than its revenue on AI CapEx for OpenAI, with rising credit default swap spreads.”
Better Offline · Jul 29, 2026
AI Mania Is Eviscerating Global Decision-Making w/ Nik Suresh
“Referenced as example of SaaS vendor that raises prices repeatedly after customers are locked in.”
All TWiT.tv Shows (Audio) · Jul 29, 2026
Security Now 1089: Models Go Rogue & ExploitGym
“Shifted from quarterly to monthly patch cycle due to AI-driven vulnerability discovery acceleration”
Tech Brew Ride Home · Jul 28, 2026
Anthropic Doesn't Hate Open Weights, Says Anthropic.
“Announced $70B data center investment; credit rating downgraded to BBB- amid AI spending concerns”
The Tech Report · Jul 28, 2026
The AI Lie: ‘It’s not just misleading it’s dangerous’ | House of El: AI
“Laid off employees quoted regarding AI adoption creating more work in less time rather than reducing workload”
![Talkin' Bout [Infosec] News](https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/87/8c/ba/878cbab0-4fb7-aa03-1b8c-84b72fbd588a/mza_4491962740700471601.jpg/600x600bb.jpg)
Talkin' Bout [Infosec] News · Jul 28, 2026
OpenAI accidentally Hacked Hugging Face - 2026-07-27
“Published record-breaking patch with 7,000+ CVEs, presumably using agentic AI for source code vulnerability discovery”
Becker Private Equity & Business Podcast · Jul 28, 2026
Oracle, Intel, Tesla, & Google 7-28-26
“Down 41% year-to-date, stock decline impacting Larry Ellison's Warner Brothers deal guarantee”
Better Offline · Jul 24, 2026
Monologue: What The Hell Are The Hyperscalers Doing?
“Flagged as a subject of an upcoming premium newsletter piece, with the host implying the company is in decline.”
Carlos Inspire Show · Jul 20, 2026
THE GREAT LAYOFF LIE: WHAT COMPANIES WON'T TELL YOU ABOUT AI
“Cut 21,000 workers (13% of workforce) citing AI while cloud revenue grew 63% and backlog doubled to $460B”
Risky Bulletin · Jul 20, 2026
Risky Bulletin: Hacker wipes Romania's entire land registry database
“EBS platform targeted by CLOP hacking group; Estee Lauder and other companies breached via this service”
Better Offline · Jul 17, 2026
Monologue: OpenAI Could Kill SoftBank and Oracle
“Has a $300B contract with OpenAI but barely 400MW of required 7.1GW capacity built; rated one step above junk by S&P.”
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”