Oracle Jumps to #2; CEO Mike Sicilia: 'Custodians of the Data'

Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.

In today's Cloud Wars Minute, I highlight Oracle's rise to #2 in the Cloud Wars Top 10 rankings, driven by AI-led innovation and rapid cloud growth.

Highlights

00:06 — Oracle has surged from #3 to #2 in the Cloud Wars Top 10, driven by its focus on data as the foundation for AI innovation. Co-CEOs Mike Sicilia and Clay Magouyrk are leading Oracle during a period of strong momentum, with the company leapfrogging Microsoft in cloud and AI influence.

01:27 — Oracle is embedding AI deeply across its entire product portfolio, from cloud infrastructure and applications to databases, rather than adding it on later. This approach is fueling rapid growth and helping customers adopt AI faster, more easily, and at lower cost.

02:20 — Oracle’s co-CEOs, Mike Sicilia and Clay Magouyrk, face the unprecedented challenge of executing against a $523 billion backlog while continuing to drive innovation and strong customer engagement. Despite being smaller than major competitors, Oracle’s rapid AI-driven innovation has enabled it to surpass both AWS and Microsoft in cloud influence.

04:19 — The new co-CEOs are balancing rapid innovation with the challenge of executing a massive backlog, including but not limited to the $300 billion OpenAI deal. Drawing on deep internal and cloud infrastructure experience, Sicilia and Magouyrk are positioning Oracle for its next phase of growth.

Check out my full interview with Mike Sicilia here.

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