Nscale vs Oracle
Nscale's primary segment is GPU Clouds (Neoclouds); Oracle's is Hyperscalers. Oracle has a tracked market cap of $411.3B; Nscale is currently unpriced in the dataset. Oracle reports higher tracked revenue ($67.4B vs $30M).
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Side-by-side
| Nscale | Oracle | |
|---|---|---|
| Market cap | Unpriced | $411.3B |
| Revenue | $30M (FY2025) | $67.4B (FY2026) |
| Primary segment | GPU Clouds (Neoclouds) | Hyperscalers |
| Market position | niche | major |
| Country | United Kingdom | United States |
| Tracked suppliers | 7 | 70 |
| Tracked customers | 5 | 3 |
| Chokepoint / criticality | 6/100 | 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 Nscale and Oracle compare
- Revenue: Oracle reports higher tracked revenue.
- Supply-chain criticality: Nscale has the higher chokepoint score (6/100 vs 3/100).
- Footprint: Nscale (United Kingdom) vs Oracle (United States).
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Cite as: wafergraph, “Nscale vs Oracle”, https://wafergraph.com/compare/nscale-vs-oracle (data as of 2026-10-09).
Frequently asked questions3
- Is Nscale bigger than Oracle?
- By tracked revenue, Oracle is larger ($67.4B vs $30M).
- What's the difference between Nscale and Oracle?
- Nscale is a niche in GPU Clouds (Neoclouds) based in United Kingdom; Oracle is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.
- Who are Nscale's and Oracle's suppliers?
- wafergraph tracks 7 suppliers for Nscale and 70 for Oracle; Oracle's include NVIDIA, AMD, Ampere Computing.