Oracle, Q4 revenues
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The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.
Oracle supercharged its efforts to take on cloud giants Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) and today launched a data science platform that runs as a native service on Oracle Cloud Infrastructure. The announcement ...
The AI infrastructure business will likely remain front and center, Seeking Alpha analyst Justin Purohit noted. He believes investors’ key focus to be around capacity expansion, backlog conversion, and whether demand still continues to outpace supply.
The cloud infrastructure and AI provider delivered everything investors were expecting. They wanted more.
