A massive and unnamed customer has committed to spending more than $30 billion annually with Oracle starting in 2028, a figure that will more than double the database giant’s current cloud business. While Oracle has remained tight-lipped about the client’s identity, the deal signals something larger than just a revenue spike—it reflects a deeper shift in how hyperscale infrastructure is being shaped behind the scenes.
CEO Safra Catz disclosed the blockbuster agreement in a recent SEC filing, noting the surge in multi-cloud database revenue and the company’s accelerating buildout of data center regions. Oracle’s unique strategy of embedding its infrastructure within rival cloud platforms continues to pay off, offering customers low-latency access to Oracle databases without forcing them to switch providers.
Although speculation points to clients like TikTok or e-commerce platform TEMU, the real intrigue lies in Oracle’s ability to scale into a dominant infrastructure provider without fully competing head-to-head with the usual hyperscaler trio. Founder Larry Ellison mentioned a customer so large they requested every bit of capacity Oracle could offer—regardless of location.
The scale of this deal rivals the ambitions behind OpenAI’s Stargate project, a multibillion-dollar plan to build the next generation of AI infrastructure, which Oracle is reportedly helping power with tens of billions in GPUs. At the same time, Oracle continues to sign agreements with other AI developers, including Meta and xAI, while also serving Microsoft’s overflow compute needs for AI applications like Bing.
Oracle has moved from database vendor to infrastructure linchpin, and this latest mystery contract suggests that a quiet consolidation of trust and capacity is taking place. Whoever the client is, their decision carries weight in a market dominated by just a few giants. What’s becoming clear is that Oracle isn’t just riding the AI wave—it’s quietly helping shape where and how it breaks.
