Oracle CEO: Global GPU Utilization Reaches 97.5%, AI Market Continues to Experience Supply Shortage

On June 11, Oracle CEO Clayton M. H. Maguire stated during the earnings call for the fourth quarter and full year of fiscal 2026 that Oracle's cloud infrastructure employs a multi-tenant architecture, allowing for flexible allocation of computing resources to different customers. In this quarter, 59 customers renewed contracts for a total of 35,000 GPUs: 49% of customers completed renewals, covering 92% of GPU resources; the remaining 8% of GPUs were not idle and were signed with new customers during the quarter. Currently, global GPU utilization has reached 97.5%, and the demand in the artificial intelligence market continues to exceed supply.