Oracle reported strong Q3 results with $5.1 billion in total cloud revenue, up 25%, but acknowledged falling short of meeting customer demand due to data-center capacity constraints.
infrastructure
Oracle is expected to deliver a 51% increase in Q3 cloud-infrastructure revenue, underlining its prowess in attracting major clients and reshaping industry dynamics.
Insights into Oracle’s fiscal Q3 results, which are likely to reveal remarkable growth for Oracle Cloud Infrastructure (OCI).
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Andy Jassy claims AWS had the cloud market’s highest incremental revenue gain, overlooking Microsoft’s superior figures, leading to questions about his perception of cloud services.
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Google boosts investments, allocating $11 billion in Q4 2023 and eyeing $50 billion in 2024 for technical infrastructure, fueled by the GenAI Revolution and Gemini AI models.
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Cloud Wars Top 10 companies are investing outside technology centers, increasing those locations’ profile in tech and helping them build a more tech-savvy workforce.
Google Cloud has a narrow lead on the Cloud Wars growth chart; Microsoft’s growth is remarkable; and the GenAI Revolution continues to impact the top cloud vendors.
AWS, once the undisputed leader, is struggling to keep pace with the rapid growth and customer-focused innovations of Microsoft, Google, and Oracle in the cloud market.
AWS seeks to narrow the generative AI competitive gap through a strategic partnership with Siemens.
AWS and NVIDIA have joined forces to introduce a cutting-edge supercomputing platform for generative AI.
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Oracle’s partnership turns Microsoft into its biggest customer, with a multi-cloud deal, significant investments, and a shared vision for market leadership.
Oracle experiences a notable slowdown in its cloud growth rate, dropping to 25% in fiscal-Q2 with $4.8 billion in revenue, signaling a shift from previous quarters’ 30% or higher growth.
Insights into leveraging accessible generative AI tools and the impending impact of enhanced audio assistants, media processing, and wearable technology on business innovation.
Many signs points to the likelihood of Microsoft and Oracle extending their flourishing partnership to the use of Oracle’s Cloud for AI inferencing.
Q3 results show Microsoft, Google Cloud, and AWS have unique responses to evolving market dynamics, along with insight into the potential disruptor, Oracle.