In its fiscal second quarter 2025 results, Oracle’s IaaS revenue jumped considerably, demonstrating faster cloud growth than major cloud service providers Amazon, Microsoft and Google.
Oracle CEO Safra Catz confirmed this source of opportunity in its earnings calls: “Record-level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors.” Oracle noted that its AI success is largely from training…
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