Oracle supply chain risk

As of 2026-10-09, Oracle depends on 70 tracked suppliers headquartered in 14 countries (37 of them in the United States). 13 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA, TSMC and Broadcom. Oracle itself carries a supply-chain criticality score of 3/100, with 6 tracked companies downstream of it.

Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

  • NVIDIA — leader in GPU & AI Accelerators, United States criticality 81/100
  • TSMC — leader in Pure-Play Foundry, Taiwan criticality 81/100
  • Broadcom — leader in Networking Silicon, United States criticality 81/100
  • Dell Technologies — leader in Networking & Systems, United States criticality 81/100
  • Arista Networks — leader in Networking & Systems, United States criticality 9/100
  • Schneider Electric — leader in Power & Cooling, France criticality 91/100
  • Delta Electronics — leader in Power & Cooling, Taiwan criticality 91/100
  • Hon Hai (Foxconn) — leader in Systems & ODM (AI servers), Taiwan criticality 81/100
  • Equinix — leader in Data Center REITs, United States criticality 81/100
  • Vertiv — leader in Power & Cooling, United States criticality 91/100
  • Bloom Energy — leader in Power & Cooling, United States criticality 81/100
  • Digital Realty — leader in Data Center REITs, United States criticality 81/100
  • Quanta Computer — leader in Systems & ODM (AI servers), Taiwan criticality 81/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

  • United States — 37 suppliers (53%)
  • Taiwan — 10 suppliers (14%)
  • China — 4 suppliers (6%)
  • United Kingdom — 4 suppliers (6%)
  • Canada — 3 suppliers (4%)
  • Australia — 3 suppliers (4%)
  • Singapore — 2 suppliers (3%)
  • France — 1 supplier (1%)
  • Ireland — 1 supplier (1%)
  • Japan — 1 supplier (1%)
  • Hong Kong — 1 supplier (1%)
  • Sweden — 1 supplier (1%)
  • India — 1 supplier (1%)
  • Denmark — 1 supplier (1%)

All 70 tracked suppliers

Downstream exposure

  • Criticality score: 3/100
  • Companies downstream of Oracle: 6
  • Tracked market cap downstream (priced companies only): $8.29T across 3 priced companies
Frequently asked questions3
How many suppliers does Oracle have?
wafergraph tracks 70 key suppliers for Oracle, across 14 countries.
Which of Oracle's suppliers are single-source risks?
NVIDIA, TSMC, Broadcom, Dell Technologies and Arista Networks hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Oracle to replace.
What is Oracle's supply-chain criticality score?
Oracle scores 3/100 on wafergraph's chokepoint criticality index, with 6 tracked companies downstream.

Cite as: wafergraph, “Oracle supply chain risk — 70 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/oracle (data as of 2026-10-09).

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