Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
Search Results: Oracle Cloud Infrastructure (693)
OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
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.
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.
AWS’s strong Q2 results falter when compared to the accelerated AI-driven growth of Microsoft, Google Cloud, and Oracle.
The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
Cloud infrastructure deals like ServiceNow’s $4.8 billion pledge underline the sector’s massive financial impact.
IBM Power11 redefines enterprise computing with AI-optimized performance, hybrid flexibility, and unmatched reliability.
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.
Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.
Oracle reignites the Cloud Wars with bold claims on unmatched AI deployment flexibility, prompting rivals to redefine what cloud leadership really means.
Oracle and AWS are turning rivalry into results with Oracle Database@AWS now generally available.
Oracle and SAP have rebranded themselves as cloud-first AI powerhouses, rivaling Google Cloud’s dominance.
The latest Cloud Wars update reveals strong growth across major cloud providers, with shifting dynamics that signal an increasingly competitive and evolving market.
OpenAI’s new deal with Google Cloud signals a strategic shift to diversify compute capacity and ease growing tensions in its complex partnership with Microsoft.
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.
During the Oracle Q4 earnings call, Larry Ellison outlined how Oracle will be the leading company for cloud apps, infrastructure, and more.
Once doubted, Oracle’s cloud strategy pays off big as it reports a 41% RPO surge and forecasts FY26 cloud growth over 40%, led by relentless AI infrastructure demand.
Oracle’s Q4 results stunned the market, with Safra Catz projecting $35B in cloud revenue and 100% RPO growth in FY26.
Oracle Cloud Infrastructure revenue surged 62% in Q4, showcasing significant demand growth and validating Oracle’s position as a hyperscaler.