CoreWeave vs Oracle
Oracle is larger by market cap ($419.1B vs $49.3B). Oracle reports higher tracked revenue ($67.4B vs $5.1B). CoreWeave's primary segment is GPU Clouds (Neoclouds); Oracle's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| CoreWeave | Oracle | |
|---|---|---|
| Market cap | $49.3B | $419.1B |
| Revenue | $5.1B (FY2025) | $67.4B (FY2026) |
| Primary segment | GPU Clouds (Neoclouds) | Hyperscalers |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 9 | 70 |
| Tracked customers | 15 | 3 |
| Chokepoint / criticality | 81/100 | 3/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How CoreWeave and Oracle compare
- Size: Oracle is the larger company by market cap.
- Revenue: Oracle reports higher tracked revenue.
- Supply-chain criticality: CoreWeave has the higher chokepoint score (81/100 vs 3/100).
- Footprint: CoreWeave (United States) vs Oracle (United States).