IBM has declared that it’s not only willing but eager for partnerships w/ the Big 3 cloud infrastructure vendors: Microsoft, Amazon, Google.
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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.
The AWS outage this week could have a devastating impact on Amazon, as it’s already falling behind competitors.
Oracle is aiming for $225B in revenue within five years by leveraging AI, multicloud, and cross-industry ecosystems to transform customers and entire industries.
Fusion AI agents, new AI databases, and massive data centers fuel Oracle’s unprecedented growth outlook.
OpenAI, Oracle, and SoftBank expand the Stargate AI project with five new U.S. data centers, boosting U.S. capacity by 7GW and reinforcing America’s lead in the global AI race.
Oracle customers at AI World emphasized the power of speed and first-mover advantage in adopting AI at scale.
Expect the unexpected from Larry Ellison at this year’s Oracle AI World as he has made remarkable moves over the past few years.
Oracle’s leadership shakeup spotlights a bold growth formula — AI plus OCI plus industry expertise — aimed at forging cross-industry ecosystems and reshaping how enterprises create value.
Addressing the rapidly expanding need for agents in software development, OpenAI updates its coding agent with unified versions, platform-specific updates, and more robust code reviews.
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.
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.
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.
Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
The cloud market has reached $1.1T in RPO across four major players, with Oracle leading and Microsoft close behind.
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.
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.