Oracle
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
Database permissions and infrastructure demand reinforce each other. We expect Oracle to gain compute and powered capacity while keeping meaningful institutional control; concentration in a few major AI customers limits our forecast.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 85 | 90 | 90 |
| Interface | 70 | 75 | 80 |
| Alignment | 85 | 85 | 90 |
| Energy | 65 | 75 | 80 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 80.6 to 87.5; the rank holds at #9.
Compute 85 → 90; Interface 70 → 80; Alignment 85 → 90; Energy 65 → 80.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Large AI customers internalize capacity or fail to meet commitments.
Research behind the judgment
Oracle’s current OCI offering spans public, dedicated, hybrid, and multicloud deployments alongside its database environment.
- Oracle Cloud InfrastructureCurrent product documentation · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.