In this Cloud Wars Minute, Bob reviews the two companies’ recent Q2 earnings calls, which demonstrate how cloud infrastructure is becoming the preferred IT architecture.
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Bob and Tony talk about digital ad fraud and how businesses can harness the power of cloud infrastructure tools to dazzle the customer and make more money.
IBM has declared that it’s not only willing but eager for partnerships w/ the Big 3 cloud infrastructure vendors: Microsoft, Amazon, Google.
Microsoft Azure has become more popular than Amazon’s AWS as the public-cloud infrastructure of choice, according to a Goldman Sachs survey of 100 CIOs.
Larry Ellison broadened his “bet the company” statement to encompass Cloud Applications and Cloud Infrastructure, indicating where Oracle’s future stands.
OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
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.
Vendor-agnostic AI agent orchestration platform gains AWS-centric functionality and consulting firm indicates similar integrations wll be offered for other hyperscalers.
Oracle and AWS are turning rivalry into results with Oracle Database@AWS now generally available.
During the Oracle Q4 earnings call, Larry Ellison outlined how Oracle will be the leading company for cloud apps, infrastructure, and more.
SAP is now Europe’s most valuable company, and CEO Christian Klein is leveraging that position to influence broader policy.
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 is charging into hypergrowth, aiming for 40% cloud revenue growth and 100% RPO surge in FY26.
Sam Altman and Larry Ellison, joined by Softbank’s Masayoshi Son, are upending the AI industry with Project Stargate.
C-suite leaders are drawn to AI for productivity boosts, collaboration, and cost savings.
The AI-driven cloud boom continues as Oracle, Google Cloud, AWS, and Microsoft expand infrastructure aggressively, countering reports of slowdown.
Oracle is rapidly scaling its cloud and AI business, marked by a 63% RPO surge and major investments in data center capacity and AI solutions.
The Stargate Project, under Larry Ellison’s leadership, is set to push the boundaries of AI and technology, with ambitious goals like developing cancer vaccines in just 48 hours.
Oracle is driving the AI and cloud revolution, empowering businesses to modernize workflows, harness data, and exceed customer expectations.
AI-driven applications suites are transforming enterprise efficiency, innovation, and integration.