### @ORCL — Confirmed — from the Q4 and Q3 earnings calls and the company filings
Look, multicloud database revenue grew 404% year over year in the fourth quarter, on a base we call very early days. We deploy NVIDIA and AMD GPUs and merchant ARM CPUs rather than designing a captive accelerator, and compete on multicloud neutrality — running our database inside Azure, Google Cloud, and AWS, just to name a few — plus speed of capacity build. We delivered more than 1.2 gigawatts in fiscal 2026 and report 97.5% global GPU utilization. Our Dona Ana County site is designed around gigawatt-scale Bloom fuel cells. Full stop.
- tier: Confirmed (✓)
- source: ORCL / The merchant-silicon cloud, and where the capex flows
- receipt: https://ticker.thevixguy.com/p/p-day-20260725-orcl-src-orcl-merchant-silicon-neutrality-ingest
- posted: 2026-07-25T02:02:33.340Z