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Mary Long and Anthony Schiavone discuss Oracle's growth potential in the cloud ecosystem, Microsoft's AI strategy for startups, and Hershey's opportunities in international markets. Topics include stock-based compensation, Microsoft's focus on AI with Nvidia GPUs, and Hershey's transformation into a snacking powerhouse.
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Quick takeaways
- Oracle's success in cloud and AI services is driving revenue growth through strategic partnerships with major cloud providers like Microsoft.
- Microsoft aims to dominate the AI market by positioning Azure as the go-to platform for startups seeking AI solutions, mirroring the past cloud computing trend.
Deep dives
Oracle's Strong Quarter and Dependence on Cloud Business
Oracle reported a notable quarter with a 6% increase in overall revenue, driven by a 12% growth in its Cloud Services and License business. The company's strategic focus on cloud and AI services has led to significant new business, including $100 billion in remaining performance obligations and 30 new AI contracts worth over $12 billion. Oracle's intertwining of hardware sales with cloud services positions them as the 'cloud behind the cloud', creating interconnectivity with major cloud providers like Microsoft and Google.
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