Steve Miranda explained how Oracle customers who moved to the cloud are now well‑positioned to exploit AI: consolidating data, using one platform, and getting ready for large‑scale impact.
Oracle
OpenAI is diversifying its cloud strategy, turning to AWS in addition to Microsoft and Oracle.
AWS hit 20% growth in Q3, but Microsoft, Google Cloud, and Oracle outpaced it in AI-driven revenue and future backlog.
AWS, once the cloud pioneer, is now lagging behind Microsoft, Google, and Oracle in growth and innovation amid the AI Revolution.
Oracle’s cloud strategy blends full-stack engineering with aggressive AI and GPU expansion.
Google Cloud’s 46% Q3 backlog growth and Oracle’s 43% outpaced rivals, signaling rapid momentum shifts in the hyperscaler race.
Google Cloud is growing significantly faster than Microsoft and AWS, signaling a shift in who’s winning new AI business despite trailing in total revenue.
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
Oracle NetSuite’s next evolution brings agentic intelligence to everyday business operations.
SAP is pulling far ahead of its rivals as the enterprise-apps market shifts toward agentic AI, posting growth rates more than double those of Oracle and Salesforce.
SAP’s focus on evolving its cloud ERP and Business Data Cloud platforms is paying off with dramatic Q3 gains.
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.
Oracle aims for $225 billion in revenue by FY 2030, led by surging OCI growth, AI-database innovation, and expanding multi-cloud dominance.
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.
Microsoft expands Azure AI Foundry with new OpenAI models — GPT-image-1-mini, GPT-realtime-mini, GPT-audio-mini, and GPT-5 — unlocking advanced multimodal capabilities in text, image, and audio for developers.
Oracle’s new CEOs outline a bold AI-driven strategy, positioning the company’s data and infrastructure strengths to lead the next wave of enterprise transformation.
Oracle’s shift from CloudWorld to AI World marks a bold leap into enterprise AI, delivering 600+ intelligent agents powered by OCI for transformative business impact.