The AI Data Center Boom Looks a Lot Like the Railroad Bubble

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Total cloud revenue was $8.9 billion and up 44% year-over-year. Its multi-cloud database revenue slice—the amount Oracle earns from running its database software inside competitors’ clouds—was up 531%. That piece is part of Ellison’s strategic plan of threading Oracle into the ecosystems of Amazon’s AWS, Google Cloud, and Microsoft Azure, rather than prodding customers to move their data into Oracle’s infrastructure.

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杨勇,独立研究员,专注于数据分析与市场趋势研究,多篇文章获得业内好评。

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