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    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
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Oracle

www.oracle.com
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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 05/31/2024):$5.3B
  • Cloud Services:SaaS,PaaS,IaaS
  • CEO:Safra Catz
  • View Cloud Wars Analysis
  • View Oracle Report

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Innovation & Leadership

Cloud Wars CEO of the Year for 2024: AWS, Google, IBM, Microsoft, Oracle, or ???

The 2024 Cloud Wars CEO of the Year will honor a visionary leader driving transformative growth and innovation in the cloud industry.
Cloud Wars Minute

Cloud Wars CEO of the Year: Who Will It Be?

A look at five cloud CEOs reveals their leadership and strategic successes as they are considered for the 2024 CEO of the Year award.
Business Apps

IBM and Oracle Win Massive UK Government Deal for ERP Migration, Digital Transformation

Four government departments tap IBM and Oracle, two long-standing vendor partners, to spearhead massive a ERP migration project that's valued at nearly $1 billion.
Innovation & Leadership

Oracle's Bold Moves: Cloud Innovation, Global Expansion, and the Multi-Cloud Era with Mahesh Thiagarajan | Cloud Wars Live

Oracle’s focus on customer-driven strategies leads to investments in multi-cloud interoperability and infrastructure expansion, ensuring that organizations can deploy offerings that meet their specific regulatory and operational needs.
AI and Copilots

SAP Leaps Into Agent Wars with Strategic Challenge to Salesforce, Oracle, ServiceNow

SAP's new AI agents will improve productivity by collaborating across business functions -- along with its Joule AI assistant -- to handle complex workflows.
Cloud Wars Minute

SAP's Agent Strategy: Fuse With Joule Copilot to Create Super Agent

SAP enters the agent wars by combining its Joule CoPilot with new AI-driven agents to enhance enterprise efficiency.
Innovation & Leadership

Larry Ellison's Next Mission: Multi-Cloud App Partnerships with Salesforce, Workday, and Maybe SAP

After brokering multi-cloud infrastructure deals, Ellison now sets his sights on uniting competing SaaS giants to ease app integration, aiming to revolutionize enterprise tech.
Cloud Wars Minute

Larry Ellison: Another Multi-Cloud Miracle??

A recent keynote revealed Larry Ellison's vision for an applications cloud similar to the multi-cloud infrastructure deals that he drove.
Cloud Wars Minute

Transforming Industries with Google Workspace: Insights from John MacDonald

Google Workspace leverages GenAI and enhanced security features to improve user experience and drive digital transformation across various industries.
AI and Copilots

Bill McDermott's Big Dream: Convincing SAP, Oracle to Collaborate With ServiceNow

ServiceNow's suite of AI-driven workflows could lead to powerful partnerships — or intense competition — with SAP and Oracle.
Cloud

Why Oracle Is Leading the Charge In Multi-Cloud Development with Karan Batta | Cloud Wars Live

Oracle is focused on simplifying multi-cloud environments while delivering strong performance and reliability.
Cloud Wars Minute

Can Bill McDermott Make Peace with SAP, Oracle, and Other Big Apps Vendors?

ServiceNow, under Bill McDermott's leadership, is expanding its workflow platform and potentially positioning itself against major applications vendors like SAP, Oracle, and Microsoft in the evolving cloud market.
AI and Copilots

As Multi-Cloud Takes Hold, Hyperscalers Jockey to Deliver Best Oracle Services

Oracle's ground-breaking moves to embrace competitors in multi-cloud partnerships is paying new dividends as those competitors push out new services optimized for Oracle customers.
AI and Copilots

Oracle, SAP, IBM Market Caps Soar as AI Revolution Intensifies: Legacy's Revenge!

Legacy tech giants like Oracle, SAP, and IBM defy the odds with significant gains amidst the AI boom, challenging misconceptions about their cloud competitiveness.
Cloud Wars Minute

AI Loves 'Legacy': Oracle, SAP, IBM Market Caps Soar!

The leadership of Arvind Krishna and others has successfully guided legacy tech companies like Oracle, SAP, and IBM through transformative changes, leading to significant market cap gains in the AI revolution.
AI and Copilots

AGENT WARS! Oracle, Salesforce, Google Cloud, ServiceNow Jump Out in Front

Top cloud vendors are deploying advanced AI agents to automate business processes and enhance human potential by handling low-value tasks, with Salesforce and Oracle leading the "Agent Wars" through 2025.
Cloud Wars Minute

Oracle, Salesforce, Google Cloud, ServiceNow, Workday Lead the Way in Agent Wars

Agent Wars is the emerging competition among top cloud companies to lead the new AI agent market, with customers expected to be the biggest winners.
AI and Copilots

Oracle's Greg Pavlik Reveals AI Strategies for Enterprise Success | Cloud Wars Live

Oracle’s Greg Pavlik talks about the evolution of AI in enterprises, Oracle’s advancements in generative AI, and strategies for moving AI models from experimentation to real-world application.
Cloud

Oracle's Mike Sicilia Explores AI-Driven Industry Cloud Transformations | Cloud Wars Live

Oracle's Mike Sicilia discusses the increasing role of industry-specific cloud applications and AI in transforming customer experiences and operational efficiencies across sectors like healthcare and utilities.
Cloud Wars Minute

AI Agents, Multi-Cloud Partnerships Highlighted Oracle CloudWorld 24

Recapping last week's Oracle CloudWorld, AI agents for Fusion apps and an AWS multi-cloud partrnership were among the top developments.
AI and Copilots

Oracle’s Vision for AI, Multi-Cloud, and Passwordless Security at CloudWorld 2024 | Cloud Wars Live

Oracle advances the future of enterprise technology with integrated AI tools and secure solutions presented at CloudWorld 2024.
AI and Copilots

Oracle Revenue to Double by 2029 on Cloud Surge

Oracle is aggressively expanding its cloud infrastructure and data center capabilities, projecting significant revenue growth driven by robust demand and strategic multicloud partnerships.
AI and Copilots

Oracle Delivers 50 GenAI Agents Embedded Across Fusion Cloud Apps Suite

AI and Copilots

Oracle Customers Outline the Impact of GenAI Across Industries and Use Cases

During Oracle CloudWorld, keynotes and sessions have demonstrated Oracle's commitment to enterprise GenAI.
AI and Copilots

Inside Oracle's Strategy to Enhance Applications with AI and Deliver Better Business Outcomes with Steve Miranda

Oracle executive Steve Miranda discusses how the company is integrating AI into its cloud applications, focusing on security, innovation, and customer value without additional costs.
AI and Copilots

On Location at Oracle CloudWorld: Oracle Unveils GenAI Agents and Expands Multi-Cloud Integration with AWS

Oracle CloudWorld featured new generative AI agents in Fusion Applications and expanded multicloud capabilities with AWS.
Cloud Wars Minute

Larry Ellison Brings Peace* to Cloud Wars!

Oracle's recent partnerships with major cloud providers signal a shift towards cooperation, enhancing customer benefits amid ongoing competition.
Cloud Wars Minute

Google Cloud + Oracle: A Conversation With Google Cloud's Amit Zavery

The new multi-cloud partnership between Google Cloud and Oracle, announced at Oracle CloudWorld, offers customers innovative opportunities for collaboration across platforms and improved offerings.
AI and Copilots

Oracle Shocker: Larry Ellison Planning 3 Nuclear Reactors for World's Largest Data Center

Larry Ellison's latest "bizarre" idea: Oracle is designing a $100 billion AI-focused data center powered by three small nuclear reactors.
Cloud

On Location at Oracle CloudWorld: Oracle Announces OCI Zero Trust Pack Routing

At Oracle CloudWorld, Oracle announced the availability of its Oracle Cloud Infrastructure Zero Trust Pack Routing to separate network configuration from network security
Cloud Wars Minute

On Location at Oracle CloudWorld: Customers Tout AI and Multi-Cloud Benefits in Catz, Ellison Keynotes

CloudWorld keynotes from CEO Safra Catz and Chairman Larry Ellison put a sharp focus on multi-cloud customer benefits, AI opportunities, and the "effective contrarian" approach that has defined Ellison's career.
Cloud Wars Minute

AWS Joins Oracle Multi-Cloud Parade, and Everybody Wins!

Oracle's multi-cloud strategy, now expanded with AWS joining Microsoft and Google Cloud, is reshaping traditional business practices and delivering significant benefits to customers.
Cloud Wars Minute

Larry Ellison: New AI Data Centers with 3 Nuclear Reactors!

Larry Ellison announced plans for Oracle's new gigawatt-plus data center, powered by modular nuclear reactors, showcasing his bold vision and Oracle's continued innovation in the cloud industry.
Cloud

Miracle in the Cloud: Oracle, Google Cloud Join Forces to Benefit Customers

Leading up to Oracle CloudWorld, Oracle and Google Cloud partner to provide a customer-centric world of multi-cloud cloud.
Cloud Wars Minute

On Location at Oracle CloudWorld: AWS Deal Vaults Ellison's Multi-Cloud Vision to New Heights

Oracle CloudWorld kicked off with a long-anticipated partnership with AWS that underscores Oracle's multi-cloud leadership, changing the game for customers and tech industry competition.
Cloud Wars Minute

Oracle RPO Soars 52%; Total Cloud Revenue Up 22% to $5.6 Billion

Oracle reported strong fiscal Q1 performance with significant growth in cloud infrastructure, RPO, and a new multi-cloud agreement with AWS.
Cloud Wars Minute

Multi-Cloud Frenemies: Google Cloud on Stage at Oracle CloudWorld

The growing multi-cloud collaboration between Oracle and Google Cloud is transforming the cloud industry, offering enhanced customer benefits through deeper partnerships and integration.
Cloud

Larry Ellison's Revolution: Every Customer 'Could Have Full Oracle Cloud in Their Data Center'

By offering to deploy Oracle Cloud entirely within clients’ facilities, Larry Ellison sets the stage for a new era in customizable, on-premises cloud offerings.
Cloud Wars Minute

Larry Ellison Will Rock the Cloud: Dedicated Clouds for Every Customer

Larry Ellison could announce at CloudWorld that Oracle will offer cloud capabilities enabling customers to create their own cloud regions within their data centers.
AI and Copilots

Oracle CloudWorld Promises Big Innovations Across Cloud, AI, Databases, Apps, Industries, and More

From AI breakthroughs to cloud infrastructure growth, Oracle's upcoming event is set to redefine the digital landscape for enterprises of all sizes.
Cloud Wars Minute

Oracle CloudWorld: 5 Big-Innovation Ideas Attendees Should See

Oracle CloudWorld will showcase keynotes, expansive tech sessions, AI advancements, Oracle Cloud Infrastructure’s growth, and NetSuite product integration.
Cloud

Oracle CloudWorld and NetSuite SuiteWorld 2024: Key Insights, AI Transformations, and How to Participate Virtually

Get a preview of AI and industry solutions that will be featured at Oracle CloudWorld and NetSuite SuiteWorld 2024, with opportunities to participate in person or online.
AI and Copilots

What to Expect from Oracle Cloud World, Workday Rising, HR Tech Conference, and SAP SuccessConnect 2024 | Tinder on Customers

Upcoming HR and tech conferences will focus on AI-driven decision-making, system integration, and innovations in HR technology.
Cloud

Oracle Innovation Machine: Mobile-Network Customer Becomes Cloud Provider

AIS Cloud, powered by the groundbreaking Oracle Alloy, offers businesses in Thailand a robust cloud and AI infrastructure -- from a major Oracle customer.
Cloud Wars Minute

Oracle 'Alloy' Program Turns Mobile-Network Customer into Hyperscale Cloud Provider

Oracle's Alloy initiative is enabling Thailand-based mobile-network provider AIS to become a cloud provider, entering an entirely new market.
AI and Copilots

AI Revolution's Stunning Cost: Microsoft, Amazon, Google, Oracle Investing $225 Billion over 12 Months

The escalating costs of powering AI advancements have pushed Microsoft, Google, Amazon, and Oracle to invest massively in cloud infrastructure.
Cloud Wars Minute

AI Hyperinflation: 4 Hyperscalers to Spend $225B on CapEx in 12 Months

Major tech companies are investing heavily in cloud and AI infrastructure, facing the challenge of driving innovation without raising costs for customers in an uncertain economic environment.
AI and Copilots

Google Cloud Extends Long-Term Cloud Strength to Leadership Role in AI Ecosystem

Building on its longstanding cloud strengths, Google Cloud has similarly staked out a leadership position in AI based on tech innovation, partnerships, and customer successes.
AI and Copilots

Marc Benioff and Carl Eschenbach Unplugged: Inside the Salesforce and Workday Partnership

Salesforce and Workday's new AI and data-sharing partnership aims to challenge industry giants SAP and Oracle.
AI and Copilots

Salesforce and Workday Target SAP, Oracle with New Data, AI Partnership

Salesforce and Workday join forces to harness AI capabilities, seeking to deliver integrated data experiences that rival those of SAP and Oracle.

Featured Content

Cloud

How Oracle Has Become the Hottest Cloud Vendor

Recent Articles


  • SAP Q3 Blowout: CEO Christian Klein Explains Why Best Is Yet to Come
  • SAP Q3 Preview: Cloud Revenue Will Jump 25%, Cloud ERP Suite 33%
  • Oracle Multi-Billion-Dollar Investment Adds to Malaysia's Infrastructure for Cloud and AI

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Oracle

Founded in 1977, Oracle made its name in the database business where it has become the dominant provider in the world. About 15 years ago, Larry Ellison—Oracle’s founder, former CEO and current chairman and CTO—began expanding into enterprise applications through a series of acquisitions. A few years later, Ellison’s development teams began rewriting for the cloud Oracle’s massive collection of IP: databases and related technologies, security, operating systems and more. At the same time, Oracle began aggressively acquiring cloud-computing companies. As a result, Oracle is now #6 on the Cloud Wars Top 10 and is one of the few vendors that plays in all 3 layers of the cloud. Ellison was among the first tech-industry executives to articulate the vast potential of hybrid computing, given that Oracle’s vast customer base has made it clear that they plan to keep much of their digital estates in the realm of on-premises IT. Ellison has thus referred to this as “the decade of coexistence.”

Oracle’s cloud services

The company’s huge product lineup includes cloud application suites for ERP, HCM, supply chain, marketing, sales and service. Oracle is also fusing its PaaS business with its IaaS business and in that combined space offers Autonomous Database, data management, analytics, compute, the Cloud@Customer private cloud, application development and a full infrastructure stack within what it calls its Generation 2 Cloud portfolio.

Why Oracle has earned a spot in the Cloud Wars Top 10

Oracle’s deep roots in database technology go back to its founding in 1977. Its cloud strategy is now pivoting around the new and currently unrivaled Autonomous Database. This in-demand product requires Oracle Cloud Infrastructure, so any customers who want the self-driving database must run it on Oracle IaaS. Oracle does not break out specific cloud revenue, but I’m estimating its calendar 2019 cloud revenue was about $7.8 billion.
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