Oracle’s first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...
Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. (investor.oracle.com)
Background
For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting...
The rapidly shifting landscape of the enterprise cloud market has never been more fiercely contested. With Amazon Web Services (AWS), Microsoft Azure, Oracle Cloud Infrastructure (OCI), and Google Cloud Platform all battling for dominance, the pipeline war is heating up in ways that could...