Browsing Tag
hyperscaler competition
3 posts
Oracle ($ORCL) logs worst week since 2001 dot-com bust as AI capex outruns cloud revenue trajectory
Oracle (NYSE: ORCL) closes worst week since 2001 as $156B debt, $24B negative FCF and $40B FY2027 raise plans alarm AI infrastructure investors. Read more.
How the U.S. multicloud shift is accelerating Oracle’s rise as a hyperscaler alternative
Find out how the U.S. multicloud shift is accelerating Oracle’s rise as a hyperscaler alternative and reshaping enterprise cloud strategies today.
Cloud wars 2.0: Google withdraws complaint as EU targets Microsoft Azure and AWS under DMA
Google Cloud drops its EU antitrust case against Microsoft as DMA probe heats up. Find out why regulators may now drive deeper cloud market reforms.