An exploration of Oracle’s infrastructure business, detailing its growth, competitive landscape, and strategic shifts as well as AI’s role.
Amazon
While Microsoft plans a $100-billion data center with OpenAI, Oracle diverges by favoring numerous small data centers worldwide.
Leveraging Google’s cybersecurity intelligence, Google Cloud emerges as a formidable player, poised to capitalize on market opportunities amid competitive challenges.
During Google Cloud Next, CEO Thomas Kurian cites three reasons why Google Cloud is growing faster than its competitors: data analytics, AI, and cybersecurity.
A look into the AI Ecosystem, spotlighting the strategic investments of Cloud Wars Top 10 companies like Amazon and Google into AI startups like Anthropic.
Amazon has made a strategic move with Anthropic that will have an impact on AWS ‘growth, enterprise software capabilities, and positioning in the cloud and AI ecosystem.
The moves by Microsoft, Google Cloud, and Amazon to eliminate data-egress fees represents a significant victory for business clients, with Oracle also playing a role, alongside the impetus from impending EU data regulations.
Recent decisions by major cloud providers to drop data egress fees signifies a significant shift in industry dynamics, driven by pressure from the highly influential Larry Ellison and evolving customer demands.
Amazon has expanded the already wide range of LLMs supported by Bedrock with the addition of Anthropic’s Claude 3 to give customers an optimal set of choices.
Oracle announces 40 AI deals totaling $1 billion and strong Q3 cloud growth at 25% to $5.1 billion as well as reveals plans for the world’s largest AI data center.
Oracle is expected to deliver a 51% increase in Q3 cloud-infrastructure revenue, underlining its prowess in attracting major clients and reshaping industry dynamics.
There’s a case to be made that Microsoft has become the largest and most influential cloud vendor globally, surpassing AWS.
Customers can converse with Amazon’s retail AI assistant Rufus and ask questions in context, such as whether a product is suitable for a particular purpose.
Snowflake, Workday, and Salesforce experience the greatest market cap percentage gains among the Cloud Wars Top 10. The index reflects customer confidence in these firms.
The Cloud Wars Cloud and AI Confidence Index reaches an all-time high, led by Microsoft, Google, and Amazon, which all gained well over $1 trillion in market cap.
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.
Amazon CEO Andy Jassy’s remarks on cloud providers raise questions about whether the company is evolving in line with customer requirements.
IBM has expanded the list of countries — to include four in Europe — in which partners can sell IBM applications listed in the AWS Marketplace to customers.
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.
Google Cloud’s making a significant investment of $50 billion in technical infrastructure for the year 2024 to power its AI products and services.