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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 08/31/2025):$7.2B
  • Cloud Services:SaaS,PaaS,IaaS
  • CEO:Safra Catz
  • View Cloud Wars Analysis
  • View Oracle Report

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Innovation & Leadership

Why Larry Ellison Is Entrusting Oracle's Trillion-Dollar Future to Clay Magouyrk and Mike Sicilia

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's New CEOs: Uniquely Qualified to Fulfill Larry Ellison's Vision for AI Revolution

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 Built-In AI Agents Eliminate Friction and Boost Employee Experience

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

As Oracle Database Revenue Soars, Where Have All the 'Oracle Database Killers' Gone?

Oracle Database proves the “Oracle Killer” crowd wrong yet again, posting surging Q1 cloud growth and unmatched AI-era positioning.
Cloud Wars Minute

'Oracle Killers': Fantasy Fizzles, Oracle DB Business Booms

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

Gary Miller on Aligning Customer and Partner Success in the AI Era | Cloud Wars Live

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 Remains World's Hottest Cloud Vendor; Oracle Rising, Microsoft Surging

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 Hottest, Oracle and Microsoft Also Rock

Google Cloud tops cloud market growth at 32%, with Oracle, Microsoft, and others showing strong momentum in Q2.
Cloud

Oracle Blows Past Microsoft in RPO Race as Hyperscaler Pipeline Hits $1.12 Trillion

Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
Cloud Wars Minute

Hyperscaler Pipeline $1.1 Trillion; #1 Oracle $455B, #2 Microsoft $368B

The cloud market has reached $1.1T in RPO across four major players, with Oracle leading and Microsoft close behind.
Innovation & Leadership

Larry Ellison's Grand Plan for Oracle to Win 'Multi-Trillion-Dollar' AI Markets

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

Larry Ellison Maps Out Oracle's Trillion Dollar AI Plans

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 RPO Rockets to $455 Billion, Becomes World's Hottest Hyperscaler

Oracle's $455B RPO marks an industry-first, setting the stage for massive cloud infrastructure revenue growth through 2030.
Cloud Wars Minute

Oracle Q1 Stunner: RPO Explodes By 359% to $455 Billion; World's Hottest Hyperscaler!!!

Oracle's RPO has skyrocketed 359% to $455B, surpassing Microsoft and reshaping the cloud computing hierarchy.
Innovation & Leadership

The Agentic Enterprise: How Microsoft and Industry Leaders Are Redefining Work Through AI

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 to Power Texas Data Center with Gas Generators Amid AI Surge

Oracle and Vantage are developing a 1.4GW data center in Texas, bypassing traditional grid delays with gas generators.
Cloud Wars Minute

AI and Cloud Drive Oracle's Next-Gen Electronic Health Record System

Oracle launches a next-gen, AI-powered cloud-based EHR for ambulatory care, streamlining workflows with voice-first technology, personalized insights, and smart agents to empower clinicians and reduce administrative burdens.
AI and Copilots

Hyperscalers Pump $1 Billion Per Day into CapEx but Can't Meet AI Demand

Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
Cloud Wars Minute

AWS, Microsoft, Google, Oracle Daily CapEx Spending Hits $1 Billion!

Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.
AI and Copilots

Google Cloud and Oracle Leading AI Revolution — Gemini Partnership Latest Example

Oracle and Google Cloud have partnered to deliver Gemini AI models via OCI, accelerating enterprise adoption of generative AI with seamless access and flexible billing.
Cloud

Oracle’s Wei Hu Talks Raft Replication, Vector Search, and Global Resilience | Cloud Wars Live

Oracle delivers powerful AI-ready features while maintaining compliance with global privacy laws through intelligent data distribution across regions.
AI and Copilots

KPMG Delivers AI Agent Services for Data Management Built on Oracle Tools

Consulting firm expands suite of products and services designed to helped customers build, deploy, and manage AI agents across multivendor systems.
Cloud Wars Minute

Oracle + Google Cloud: 'Multi-AI' Partnership, Brilliant + Transformative

Oracle and Google Cloud have partnered to bring Gemini AI to Oracle Cloud Infrastructure (OCI), signaling a major shift in tech rivalries and boosting customer value through mult-icloud innovation.
AI and Copilots

As AWS Stumbles Versus Microsoft, Google Cloud, and Oracle, Andy Jassy Offers Lame Spin

Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
Cloud Wars Minute

Dear Andy Jassy: Your Microsoft Numbers Are Full of Holes

Despite strong revenue growth, AWS's positioning in its latest earnings call drew scrutiny, especially when comparing its performance to Microsoft and other hyperscalers, whose cloud businesses are accelerating more rapidly.
AI and Copilots

Larry Ellison and Oracle Beat Microsoft for Largest Tech Contract Ever: $100-Billion OpenAI Stargate Deal

OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
Cloud Wars Minute

Larry Ellison's $100B Deal With OpenAI: Biggest Tech Contract Ever?

The AI Revolution accelerates as OpenAI selects Oracle over Microsoft for a $100B cloud deal, fueling speculation about the future of AI infrastructure and competitive positioning in the Cloud Wars Top 10.
Cloud

Microsoft CEO Nadella Comes Out Swinging at Oracle, Google Cloud, AWS

Satya Nadella broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.
Cloud

Oracle’s Kris Rice Talks AI, MCP Integration, and the Future of Cloud | Cloud Wars Live

Oracle’s Kris Rice discusses how the company is accelerating AI innovation through the new MCP server, integrating LLMs with enterprise data, and enhancing developer experience across multi-cloud environments.
Cloud Wars Minute

Satya Nadella to Competitors: 'Microsoft Is #1; You Can All Fight for Runner-Up'

Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.
Cloud

Q2 Cloud Shakeup: AWS Losing Ground to Microsoft, Google, Oracle

AWS’s strong Q2 results falter when compared to the accelerated AI-driven growth of Microsoft, Google Cloud, and Oracle.
Cloud Wars Minute

AI Hyperscaler Race: Sprinting — Microsoft, Google, Oracle; Strolling — AWS

Microsoft, Google Cloud, and Oracle are accelerating cloud growth and capturing more AI-driven business, while AWS lags behind in both pace and market share gains.
AI and Copilots

Oracle Joins OpenAI's Stargate Project with 4.5GW AI Infrastructure Boost

The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
AI and Copilots

Oracle Embraces MCP, Giving AI Agents Access to Data Stored in Flagship Database

Enterprise apps and AI software giant endorses AI standard, adding momentum and simplifying access to dominant database platform.
AI and Copilots

How Oracle Is Powering Government Transformation with AI, Cloud, & Defense Innovation | Cloud Wars Live

Oracle's Kim Lynch outlines how the company is accelerating government transformation through AI, cloud, and defense innovations while ensuring security, flexibility, and rapid technology adoption.
Cloud

Oracle Claims Unique Edge in AI and Cloud Delivery as Hyperscaler Battle Heats Up

Oracle reignites the Cloud Wars with bold claims on unmatched AI deployment flexibility, prompting rivals to redefine what cloud leadership really means.
Cloud Wars Minute

Oracle: No One Can Match Us in Cloud Infrastructure

Oracle claims unmatched cloud capabilities—Google Cloud pushes back in a major way. The hyperscaler debate heats up as customers seek clarity on what really matters.
Cloud Wars Minute

Oracle’s $30B Cloud Deal Marks Historic Growth Shift

Oracle shares soar as company eyes $30B annual cloud deal, redefining its revenue future.
Cloud

Oracle and AWS Ceasefire Triggers 10 Big Benefits for Customers

Oracle and AWS are turning rivalry into results with Oracle Database@AWS now generally available.
Cloud Wars Minute

Oracle + AWS: Romance in the Cloud!! Customers Swoon!!

The Oracle-AWS partnership represents a massive shift from competition to cooperation, benefiting customers with innovation and speed.
Cloud

Microsoft, Oracle, SAP, IBM Total Market Cap Is $5 Trillion: Legacy's Revenge!

Veteran tech giants prove resilience and innovation still win, matching the market power of cloud-native disruptors.
Cloud Wars Minute

'Legacy' Rocks! Microsoft + Oracle + SAP +IBM = $5 Trillion Valuation

Despite their age, legacy companies like Microsoft, Oracle, SAP, and IBM match the market value of newer cloud-native leaders, proving the power of incumbency in the cloud and AI era.
Cloud

Cloud Wars Top 10 Market Cap Tops $10 Trillion for First Time

The Cloud Wars Top 10 have surged past a $10 trillion market cap, reflecting unprecedented business confidence in the AI- and cloud-powered future.
Cloud Wars Minute

$10 Trillion Market Cap of Cloud Wars Top 10

This cumulative market cap total of $10 trillion reflects the confidence business leaders have in the Cloud Wars Top 10 companies.
Cloud

Google Cloud Still World's Hottest Cloud and AI Vendor; Oracle #2, SAP #3

Oracle and SAP have rebranded themselves as cloud-first AI powerhouses, rivaling Google Cloud’s dominance.
Cloud Wars Minute

Hottest Cloud Vendors: Google Cloud Still #1, But Oracle, SAP Closing In

The latest Cloud Wars update reveals strong growth across major cloud providers, with shifting dynamics that signal an increasingly competitive and evolving market.
AI and Copilots

The AI Economy: Oracle More Valuable than Disney, Goldman Sachs, and Uber Combined

With CEOs leading the charge, AI is redefining how businesses function across all sectors, and Oracle’s market surge is just the beginning of a seismic economic shift.
Cloud Wars Minute

The AI Economy: Oracle More Valuable than Disney + Uber + Goldman Sachs Combined!!!

Market perceptions are shifting, valuing those who leverage AI effectively, with Oracle leading by example.
Cloud

Larry Ellison Declares Oracle Will Be #1 in Cloud Databases, Apps, and AI Data Centers

Why Oracle Chairman Larry Ellison is betting big on leading cloud databases, applications, and infrastructure — and why history suggests you shouldn’t bet against him.
Cloud Wars Minute

Larry Ellison's Oracle To-Do List

During the Oracle Q4 earnings call, Larry Ellison outlined how Oracle will be the leading company for cloud apps, infrastructure, and more.

Featured Content

Cloud

How Oracle Has Become the Hottest Cloud Vendor

Recent Articles


  • OpenAI and Microsoft Drift Apart as MAI-1 Foundation Model Debuts
  • Why Larry Ellison Is Entrusting Oracle's Trillion-Dollar Future to Clay Magouyrk and Mike Sicilia
  • Oracle's New CEOs: Uniquely Qualified to Fulfill Larry Ellison's Vision for AI Revolution

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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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