Oracle makes perfect sense in that they are 1) a massive datacenter company, and 2) sell a variety of saas products to enterprises, which is a major target market for AI.
Oracle has 2-3% market share as a Cloud Provider.
MSFT or even Google (AWS is not as mature in that space imho) made perfect sense, Oracle doesn't.
Elon and Larry are good friends, I would guess that has something to do with this development.
Oracle has 2-3% market share as a Cloud Provider.
MSFT or even Google (AWS is not as mature in that space imho) made perfect sense, Oracle doesn't.
Elon and Larry are good friends, I would guess that has something to do with this development.