When it comes to AI cloud leaders, Oracle is not often mentioned, yet the company is quickly positioning itself to lead among Microsoft, Amazon and Alphabet when it comes to cloud growth over the next few years. For the upcoming fiscal year, Oracle guided for a 20-point acceleration in Cloud IaaS growth to >70%, driving a 16-point acceleration in overall Cloud growth to >40%. Supporting its long-term growth is robust RPO momentum, its recent 4.5 GW expansion with OpenAI and its $30 billion/ye...
