It looks like they're cheating the numbers by using the concept of "'core' of the kernel", whatever that means.
> Oracle is the #1 contributor to the "core" of the kernel, in terms of number of changesets.
While, I think most Intel and AMD contributions are very likely drivers related, it really feels like Oracle tried to find a statistic which fits their narrative.
Relevant XKCD: https://xkcd.com/1122/