The Cloudcast Exploring Oracle Cloud's Evolution
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Sep 14, 2025 Oracle Cloud is making headlines with its innovative focus on bare-metal and bandwidth, positioning it to rival larger competitors like AWS and Azure. The discussion highlights Oracle's transition from on-premises SaaS to IaaS and its strategic partnership with OpenAI that could reshape the industry. Experts delve into the intricate relationship between cloud technology and artificial intelligence, emphasizing how these advancements are intertwined and critical for future developments. The potential ripple effects on both Cloud and AI are a hot topic!
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Oracle's Early Cloud Strategy
- Oracle initially focused on moving its on-premise ERP/DB strengths up the stack into SaaS rather than chasing early IaaS feature parity.
- That approach limited market excitement compared with AWS/Azure despite strong enterprise adoption.
Differentiation Through Bare Metal And Bandwidth
- Oracle pivoted to differentiate on bare-metal offerings and lower-cost networking where AWS charged big premiums.
- Those two focuses attracted customers with specific 30% use-case needs rather than broad feature parity.
TikTok Brought Oracle Into Spotlight
- Oracle won deals (notably TikTok discussions) by offering attractive bare-metal and bandwidth terms to large applications.
- Those wins made OCI relevant despite lacking AWS-level feature breadth.