Oracle has made some impressive strides in the AI and cloud infrastructure realm, positioning it as a major disruptive force in the hyperscaler category.
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Oracle’s Q3 results reveal both challenges in meeting cloud infrastructure demand and ongoing success in securing large deals.
Insights into Oracle’s fiscal Q3 results, which are likely to reveal remarkable growth for Oracle Cloud Infrastructure (OCI).
Oracle is undergoing a paradigm shift as its cloud infrastructure business is rapidly growing and expected to surpass its software-as-a-service (SaaS) business in the near future.
Its growth rate has declined over 18 months, but AWS remains a dominant cloud infrastructure force and customers benefit from its scale, focus on innovation, and generative AI strategy.
Despite declining growth rates, AWS has plenty going for it including its massive scale, cloud infrastructure leadership, customer focus, and potential in the generative AI market.
Microsoft is experiencing significant growth in the cloud infrastructure market, particularly in AI workloads, potentially taking market share from AWS, which has seen a decline in its growth rate.
Bob Evans details Oracle’s 50% increase in CapEx investments, as demand for Oracle Cloud Infrastructure (OCI) soars.
After interviewing Oracle exec Clay Magouryk, Bob Evans lays out the breakthrough nature of the company’s cloud infrastructure platform.
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.
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.
Oracle’s RPO has skyrocketed 359% to $455B, surpassing Microsoft and reshaping the cloud computing hierarchy.
Consulting firm expands suite of products and services designed to helped customers build, deploy, and manage AI agents across multivendor systems.
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.