Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.
In today’s Cloud Wars Minute, I dive into my conversation with Oracle Cloud Infrastructure head Clay Magouyrk where he explains how Oracle is reshaping cloud complexity into simplicity.
Highlights
00:14 — Oracle’s been setting its own rules with its fast-growing cloud infrastructure business, and I had a chance to speak quite recently with the head of the OCI business, Clay Magouyrk, and his big message was: We want to make life simpler for customers.
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01:21 — Clay talked about the trends among customers for inferencing and training. Oracle Cloud Infrastructure is definitely on a hypergrowth trajectory. It’s seen over 50% growth. That’s expected to continue. Clay talked a lot about the trends he’s seeing with AI training and AI inferencing.
02:29 — This point about the overlap between go-to-market and technology — for example, Oracle making its cloud data centers extremely small — means the footprint can now fit easily into another cloud vendor’s data center or into a customer’s own facility. Larry Ellison has said, “We can have them on ships or planes — they’re that small and capable.”
03:23 — Oracle’s big focus with OCI: “We want to give customers more choices, clearer choices, of how these things work together, what the advantage to each one is, and also how these lead to better business outcomes.” What stands out here is that point about making customers’ lives easier.
04:35 — I hope you’ll have a chance to see the whole thing. That’ll be posted in its entirety here on Cloud Wars later today. Also, I think what we see here is an example of why Oracle, last quarter, reported — I think it was a 63% growth in its RPO, an enormous number. OCI has a chance to push Oracle upward and possibly become the fastest-growing cloud vendor.
