Bob Evans details Oracle’s 50% increase in CapEx investments, as demand for Oracle Cloud Infrastructure (OCI) soars.
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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.
The world’s largest cloud providers are embracing innovative financing, partnerships, and infrastructure strategies as unprecedented AI demand drives what may become the largest industrial construction effort in modern history.
The combination of 47% cloud revenue growth and 363% RPO growth suggests Oracle’s AI investments are translating into both current revenue gains and unprecedented future demand.
Oracle delivers a blockbuster Q4 with cloud revenue up 47%, OCI soaring 93%, and a staggering $138 billion increase in RPO, signaling unprecedented demand for AI infrastructure and cloud services.
Through its AI Tour and new initiatives, Microsoft is transforming South Korea into a global AI hub while investing heavily in Thailand’s cloud and AI infrastructure to accelerate national competitiveness and workforce readiness.
Oracle’s Q3 outlook reveals explosive growth in remaining performance obligations, suggesting the company’s AI training and infrastructure capabilities are driving enormous future demand beyond its OpenAI partnership.
Microsoft researchers uncover AI memory poisoning attacks that embed hidden instructions in “Summarize with AI” buttons, potentially biasing enterprise AI recommendations.
The hyperscalers’ record-breaking CapEx surge reflects real AI demand, not a bubble, as backlog growth across the Cloud Wars Top 10 hits historic highs.
Mike Sicilia shares details on the culture and mindset that has boosted Oracle to the #2 spot on the Cloud Wars Top 10 rankings, as highlighted in this recap.
Oracle’s rise to #2 in the Cloud Wars Top 10 rankings is driven by AI innovation, cloud growth, and strong execution from leadership.
Oracle is merging its legacy databases, apps, and infrastructure into an all-inclusive AI stack to dominate the fast-growing AI economy, according to Larry Ellison’s recent earnings call.
Oracle’s Q2 FY2026 shows explosive cloud and AI growth, with RPO rising 433% to $523.3B, signaling unprecedented future demand.
AWS hit 20% growth in Q3, but Microsoft, Google Cloud, and Oracle outpaced it in AI-driven revenue and future backlog.
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.