Oracle’s $455B RPO marks an industry-first, setting the stage for massive cloud infrastructure revenue growth through 2030.
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AWS’s data center projects in Luzerne and Bucks Counties are part of a broader push to establish Pennsylvania as a leader in cloud infrastructure and AI services.
Oracle and IBM deepen their partnership to bring watsonx to Oracle Cloud Infrastructure, accelerating enterprise adoption of agentic AI and hybrid cloud solutions.
Oracle Cloud Infrastructure is surging ahead with simplified customer solutions, AI-driven growth, and global expansion, aiming to outpace hyperscaler competitors.
Oracle has achieved significant growth in its cloud infrastructure business, with a 63% increase in its Remaining Performance Obligation (RPO) to $130 billion.
Oracle is capitalizing on its booming cloud infrastructure and strategic multicloud deals to drive substantial revenue growth and innovation across its portfolio.
The escalating costs of powering AI advancements have pushed Microsoft, Google, Amazon, and Oracle to invest massively in cloud infrastructure.
Palantir integrates its big data analytics and AI platforms into Oracle Cloud Infrastructure, enabling customers to leverage sovereign cloud and other advanced features.
Microsoft leads the charge in manufacturing innovation with adaptive cloud infrastructure and AI-driven copilot templates.
Oracle has made some impressive strides in the AI and cloud infrastructure realm, positioning it as a major disruptive force in the hyperscaler category.
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.