By Sushree Mohanty
Publication Date: 2026-06-12 18:06:00
For years, Oracle (ORCL) and IBM (IBM) were viewed as mature tech companies whose best days were behind them. Investors and analysts saw less scope for innovation or growth as these firms got overshadowed by younger cloud rivals. However, artificial intelligence (AI) gave these old tech giants a chance to reinvent themselves. While one is delivering explosive growth and signing massive customer contracts, the other is delivering far more modest gains.
The contrast reveals that only one legacy tech giant is truly winning the AI race. Let’s take a closer look.
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