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Octoth0rpe01/22/20251 replyview on HN

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.


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mrbungie01/22/2025

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.

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