#q1 earnings

2 stories

#microsoft #oracle #agentic ai #ai agents #ai data centers #backlog #cloud computing #cloud growth #cloud infrastructure #enterprise applications #fusion applications #hyperscalers

Oracle's cloud business hits hypergrowth
Oracle's cloud infrastructure surged 121% in Q1, with a $664 billion backlog nearly matching Microsoft's despite being 6X smaller.
Cloud Wars · 1m
Oracle's vision: Apps and AI agents working together
CEO Safra Catz explains how Oracle is blending applications with agentic AI, rejecting the idea that agents will replace apps.
Cloud Wars · 1m