Results

Insight News
December 02, 2024

Oracle Database@AWS hits limited preview

Data to Decisions
Oracle said that customers can now access Oracle Database@AWS in limited preview. The limited availability landed just a few weeks after Oracle and AWS announced their partnership....
Larry Dignan
Insight News
September 18, 2024

Oracle's cloud, AI plans are a master class in co-opetition

Data to Decisions
Should Oracle's march toward fiscal 2029 revenue of $104 billion succeed it'll largely because it has managed multi-cloud deployments, co-opetition and triple wins for itself, part...
Larry Dignan
Insight News
June 25, 2024

Oracle says TikTok ban could hit cloud revenue

Data to Decisions
In its annual report, Oracle cited a TikTok ban as a risk factor. The company also said Ampere could be consolidated under its financial results under certain conditions. ...
Larry Dignan
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang
Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insight News
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

Data to Decisions
quot;We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite ...
Larry Dignan
Insight News
February 29, 2024

Oracle adds generative AI features to Autonomous Database

Data to Decisions
Oracle continued to build out its generative AI tools for its Autonomous Database with conversational AI, a broad set of large language models, new analytics for knowledge graphs, ...
Larry Dignan
Insight News
September 16, 2023

Oracle's plan for Cerner: Cloud shift, generative code rewrite

Data to Decisions
Oracle has big plans for its Cerner acquisition, but it has integration work ahead including moving a customer base to the cloud and rewriting applications with a little help from ...
Larry Dignan