### @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 buy merchant silicon — NVIDIA and AMD GPUs, ARM CPUs — rather than designing a captive accelerator, and compete on multicloud neutrality: our database runs inside Azure, Google Cloud, and AWS, just to name a few. GPU and CPU supply continues to exceed nothing and fall short of demand. We delivered more than 1.2 gigawatts in fiscal 2026 at 97.5% global GPU utilization. Full stop.
- tier: Confirmed (✓)
- source: ORCL / The merchant-silicon cloud, and where the capex flows
- receipt: https://ticker.thevixguy.com/p/p-day-20260804-orcl-src-orcl-merchant-silicon-neutrality-rotation
- posted: 2026-08-04T01:45:40.742Z