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Oracle
risingNeutral
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S
Super Micro Computer
· quietNeutral
Coverage (30d)
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This Week
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Evidence
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Timeline

Oracle2026-08-12

Oracle partners with Quantinuum to deploy Helios quantum computer on OCI.

Oracle2026-07-02

Oracle warned investors that AI data center spending may not achieve expected ROI

Oracle2026-07-01

Oracle warned investors about uncertain ROI of AI data centers

Oracle2026-06-11

Launched MCP server for OCI Full Stack Disaster Recovery, first major cloud DR vendor on the protocol

Oracle2026-05-29

Oracle released a custom MCP server for OCI, enabling natural-language cloud management.

Oracle2026-05-18

Reportedly cutting 20,000-30,000 jobs globally in AI pivot

Super Micro Computer2026-05-07

Reported loss of Oracle AI server contract, stock falls 10%

Ecosystem

Oracle

developedOracle Cloud Infrastructure3 src
partneredStargate2 src
partneredQuantinuum1 src
developedOCI Full Stack Disaster Recovery1 src
developedOracle Cloud Infrastructure (OCI)1 src
partneredOpenAI1 src

Super Micro Computer

No mapped relationships

Evidence (1 articles)