Down Round Consulting the Oracle
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Sep 18, 2025 Dive into the world of Oracle, a tech giant that just saw its stock soar 40% after a staggering $300 billion deal with OpenAI. Discover its journey from a database powerhouse to navigating the cloud era, albeit a bit late. The conversation touches on the dominance of NVIDIA's GPUs in AI infrastructure and the implications of Oracle's strategy. There's a lively debate about whether the surge in AI spending marks a boom or if it’s just a bubble, revealing the complexities of enterprise lock-in.
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Oracle's Entrenchment Is Hard To Displace
- Oracle is a legacy relational database company that sits at the core of many large organisations' infrastructure.
- That entrenched position makes it extremely hard for customers to remove Oracle even as cloud alternatives rise.
Lift-And-Shift Kept Legacy Clients
- Oracle was late to cloud but offered an easy lift-and-shift for customers with complex on-prem setups.
- That strategy retained legacy clients who couldn't feasibly migrate to AWS, Azure, or Google Cloud.
NVIDIA Is The Backbone Of AI Compute
- The current AI stack heavily relies on NVIDIA GPUs for training and large-scale compute.
- Companies need huge volumes of NVIDIA hardware and networking to run modern AI workloads efficiently.