Nebius Group vs Oracle
Nebius Group's primary segment is GPU Clouds (Neoclouds); Oracle's is Hyperscalers. Oracle has a tracked market cap of $411.3B; Nebius Group is currently unpriced in the dataset. Oracle reports higher tracked revenue ($67.4B vs $530M).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly
Side-by-side
| Nebius Group | Oracle | |
|---|---|---|
| Market cap | Unpriced | $411.3B |
| Revenue | $530M (FY2025) | $67.4B (FY2026) |
| Primary segment | GPU Clouds (Neoclouds) | Hyperscalers |
| Market position | challenger | major |
| Country | Netherlands | United States |
| Tracked suppliers | 4 | 70 |
| Tracked customers | 1 | 3 |
| Chokepoint / criticality | 1/100 | 3/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Nebius Group and Oracle compare
- Revenue: Oracle reports higher tracked revenue.
- Supply-chain criticality: Oracle has the higher chokepoint score (3/100 vs 1/100).
- Footprint: Nebius Group (Netherlands) vs Oracle (United States).
Company hubs
Open the interactive comparison tool →
Cite as: wafergraph, “Nebius Group vs Oracle”, https://wafergraph.com/compare/nebius-vs-oracle (data as of 2026-10-09).
Frequently asked questions3
- Is Nebius Group bigger than Oracle?
- By tracked revenue, Oracle is larger ($67.4B vs $530M).
- What's the difference between Nebius Group and Oracle?
- Nebius Group is a challenger in GPU Clouds (Neoclouds) based in Netherlands; Oracle is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.
- Who are Nebius Group's and Oracle's suppliers?
- wafergraph tracks 4 suppliers for Nebius Group and 70 for Oracle — Nebius Group's include NVIDIA, Equinix, Dell Technologies; Oracle's include NVIDIA, AMD, Ampere Computing.