Oracle Overview
Oracle Cloud Infrastructure combines the elasticity and utility of the public cloud with the control, security, performance, and predictability of on-premise computing environments. Oracle Cloud Infrastructure customers receive consistent, dependable service levels for all types of applications and computing environments, including complex, technical computing workloads such as simulating crash tests, modeling insurance risks, and testing new manufacturing materials.Company Snapshot
- Cloud Revenue (as of 08/31/2025):$7.2B
- Cloud Services:SaaS,PaaS,IaaS
- CEO:Safra Catz
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AI and Copilots
Palantir's AI-fueled cloud surge in Q3 sets a new precedent, forcing the industry to rethink what hypergrowth looks like at scale.
AI and Copilots
Oracle’s AI Data Platform empowers organizations to drive AI transformation by unifying and leveraging their business data, enabling industry-specific intelligence and automation across Oracle’s extensive application ecosystem.
Cloud
Mahesh Thiagarajan, Executive Vice President of Oracle Cloud Infrastructure (OCI), discusses Oracle's vision for fulfilling customer expectations and ambitions in the AI Era.
AI and Copilots
Oracle’s strategy, as outlined by Loaiza, is designed to meet customers wherever they operate — whether on-premises, in the public cloud, across multicloud hyperscaler environments, or within a fully deployed cloud region located directly in a customer’s data center.
Cloud
Oracle is using its multicloud partnerships with Microsoft, Google and AWS to reignite its core database business. It aims to reach $20 billion in revenue within five years by riding the AI inference wave and offering flexible multicloud deployment.
Cloud Wars Minute
The Microsoft‑Oracle database partnership is generating nearly all of Oracle’s multi‑cloud database growth so far, with Larry Ellison believing AWS and Google Cloud will ramp up soon and drive the next wave of revenue.
AI and Copilots
Steve Miranda explained how Oracle customers who moved to the cloud are now well‑positioned to exploit AI: consolidating data, using one platform, and getting ready for large‑scale impact.
Cloud Wars Minute
OpenAI is diversifying its cloud strategy, turning to AWS in addition to Microsoft and Oracle.
Cloud
AWS hit 20% growth in Q3, but Microsoft, Google Cloud, and Oracle outpaced it in AI-driven revenue and future backlog.
Cloud Wars Minute
AWS, once the cloud pioneer, is now lagging behind Microsoft, Google, and Oracle in growth and innovation amid the AI Revolution.
AI and Copilots
T.K. Anand outlines how Oracle brings AI to customer data, enabling flexible, vendor-neutral access across systems and industries.
Cloud
Oracle's latest innovation, Database 26ai, includes support for vector data, unified data models, and embedded agentic workflows to help organizations unlock the full potential of private enterprise data with AI.
AI and Copilots
Oracle’s cloud strategy blends full-stack engineering with aggressive AI and GPU expansion.
AI and Copilots
Google Cloud's 46% Q3 backlog growth and Oracle's 43% outpaced rivals, signaling rapid momentum shifts in the hyperscaler race.
Cloud Wars Minute
Oracle and Google Cloud are outpacing AWS and Microsoft in RPO/backlog growth, signaling a shift in cloud market leadership focused on future business commitments rather than past revenue.
Innovation & Leadership
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
AI and Copilots
Oracle NetSuite’s next evolution brings agentic intelligence to everyday business operations.
Cloud Wars Minute
SAP CEO Christian Klein reaffirms SAP’s strategy to focus on AI, business data, and customer outcomes — rejecting hyperscaler ambitions and outpacing Oracle in cloud growth.
Cloud
SAP is pulling far ahead of its rivals as the enterprise-apps market shifts toward agentic AI, posting growth rates more than double those of Oracle and Salesforce.
Cloud
Oracle is aiming for $225B in revenue within five years by leveraging AI, multicloud, and cross-industry ecosystems to transform customers and entire industries.
Cloud Wars Minute
Fusion AI agents, new AI databases, and massive data centers fuel Oracle’s unprecedented growth outlook.
Cloud Wars Minute
Oracle aims for $225 billion in revenue by FY 2030, led by surging OCI growth, AI-database innovation, and expanding multi-cloud dominance.
AI and Copilots
OpenAI, Oracle, and SoftBank expand the Stargate AI project with five new U.S. data centers, boosting U.S. capacity by 7GW and reinforcing America's lead in the global AI race.
Cloud Wars Minute
Oracle customers at AI World emphasized the power of speed and first-mover advantage in adopting AI at scale.
Cloud Wars Minute
Oracle’s new CEOs outline a bold AI-driven strategy, positioning the company’s data and infrastructure strengths to lead the next wave of enterprise transformation.
Cloud
Oracle's shift from CloudWorld to AI World marks a bold leap into enterprise AI, delivering 600+ intelligent agents powered by OCI for transformative business impact.
Innovation & Leadership
With Oracle AI World in action this week, expect the unexpected from Larry Ellison and the company's two new CEOs.
Cloud Wars Minute
Expect the unexpected from Larry Ellison at this year's Oracle AI World as he has made remarkable moves over the past few years.
AI and Copilots
Oracle NetSuite is transforming from a cloud pioneer into an AI-first platform built to automate, personalize, and redefine how businesses run.
AI and Copilots
Microsoft announces the world’s most powerful AI data center in Wisconsin as Oracle, OpenAI, and SoftBank reveal plans for $400B+ AI infrastructure under the Stargate project.
Cloud Wars Minute
Microsoft is constructing the world's most powerful AI data center in Wisconsin, intensifying the competition in the booming AI cloud market.
Innovation & Leadership
With Larry Ellison’s bold AI vision, Oracle aims to go beyond tech solutions and foster new, profitable relationships across industries by unifying mission-critical data and cloud infrastructure.
Cloud Wars Minute
Oracle’s leadership shakeup spotlights a bold growth formula — AI plus OCI plus industry expertise — aimed at forging cross-industry ecosystems and reshaping how enterprises create value.
Innovation & Leadership
Oracle appoints Clay Magouyrk and Mike Sicilia as co-CEOs, marking a bold pivot into AI and cloud-first leadership for its $15B applications business.
Cloud Wars Minute
Oracle is shifting its leadership: Safra Catz will become executive vice chairman, while Clay Magouyrk (infrastructure) and Mike Sicilia (industry apps) take over as co‑CEOs, chosen by Larry Ellison to execute his integrated hardware + software vision in the AI era.
AI and Copilots
Oracle's latest AI agents focus on actionable intelligence and embedded design, enabling HR professionals to make faster decisions and employees to enjoy a smoother workplace journey.
Cloud
Oracle Database proves the “Oracle Killer” crowd wrong yet again, posting surging Q1 cloud growth and unmatched AI-era positioning.
Cloud Wars Minute
Oracle’s multi-cloud database offering is booming, with 1,500% growth as it gains traction with AWS, Microsoft, and Google Cloud partners.
AI and Copilots
Oracle EVP Gary Miller shares how the company is helping customers achieve measurable business outcomes by embedding AI across its stack, aligning partner and customer success, and guiding organizations at every stage of their AI journey.
Cloud
Google Cloud led all major providers with 32% Q2 growth, narrowing the revenue gap with AWS despite its smaller base, fueled by skyrocketing AI demand across industries.
Cloud Wars Minute
Google Cloud tops cloud market growth at 32%, with Oracle, Microsoft, and others showing strong momentum in Q2.
Cloud
Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
Cloud Wars Minute
The cloud market has reached $1.1T in RPO across four major players, with Oracle leading and Microsoft close behind.
Innovation & Leadership
Oracle’s Q1 results set records, but Ellison is focused on the future, predicting that AI inferencing will automate every major industry process and that Oracle is uniquely positioned to lead.
Cloud Wars Minute
In a dramatic shift, Oracle leapfrogged Microsoft in cloud commitments, driven by massive AI contracts and a long-term data strategy dating back 50 years.
Cloud
Oracle's $455B RPO marks an industry-first, setting the stage for massive cloud infrastructure revenue growth through 2030.
Cloud Wars Minute
Oracle's RPO has skyrocketed 359% to $455B, surpassing Microsoft and reshaping the cloud computing hierarchy.
Innovation & Leadership
Explore how AI copilots, agents, and breakthrough standards like MCP and A2A are redefining work as enterprises shift to AI-first models and human-AI collaboration.
Cloud Wars Minute
Oracle and Vantage are developing a 1.4GW data center in Texas, bypassing traditional grid delays with gas generators.
