Oracle almost missed the bus on cloud. Can a late charge help it catch up with AWS, Azure, et al.?
Synopsis
A slew of measures including its biggest acquisition and strategic pacts with Microsoft and Nvidia could help Oracle stay the course. But how far it can catch up with rival hyperscalers including AWS, Azure and Google Cloud in a challenging cloud-tech environment is the big question.
Oracle Corp was late to the cloud party because its mercurial founder Larry Ellison thought cloud computing was “complete gibberish”. That led to a multi-year delay before the company had a radical rethink and launched Oracle Cloud Infrastructure (OCI) products in 2016.The late start clearly shows in the cloud provider’s pecking order. The USD500 billion cloud market is led by Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform
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