Key Points Oracle delivered 850 megawatts of AI capacity, containing more than 300,000 GPUs, to customers in its fiscal first quarter alone. Even after those additions, Oracle said GPU utilization across its fleet was 97.9%. GPU capacity that came up for renewal was renewed or resold at a 20% premium, and most of those chips are at least 4 years old. 10 stocks we like better than Nvidia › Oracle (NYSE:ORCL) spent Thursday evening's earnings call putting numbers on something Nvidia (NASDAQ:NVDA) investors usually have to take on faith. The software and cloud giant delivered 850 megawatts of artificial intelligence (AI) capacity to customers in its fiscal first quarter of 2027 (the period ended Aug. 31).
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