金色财经|Jun 11, 2026 07:33
[Oracle CEO: Global GPU Utilization Reaches 97.5%, AI Market Continues to Face Supply Shortages]
According to a report by Jinse Finance, on June 11, Oracle CEO Clayton Maguire stated during the fiscal year 2026 Q4 and full-year earnings call on Wednesday that Oracle Cloud Infrastructure adopts a multi-tenant architecture, allowing flexible allocation of computing resources for different customers. 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 under new customer contracts within the same quarter. Currently, global GPU utilization has reached 97.5%, and demand in the artificial intelligence market continues to outpace supply.
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