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Oracle’s transformation from a traditional software powerhouse to a credible public cloud provider is a standout story in enterprise IT. Initially dismissed as a late entrant when it launched Oracle Cloud Infrastructure (OCI) in 2016, Oracle has become a significant player by focusing on differentiation rather than imitation. Instead of trying to match AWS or Azure feature for feature, Oracle built a modular, cost-efficient cloud architecture designed for high-performance, AI-driven, and hybrid workloads. Its emphasis on price-performance, flexibility, and interoperability appeals to enterprises seeking alternatives to hyperscaler lock-in. Oracle’s proactive approach to AI infrastructure and its willingness to support hybrid and multi-cloud environments have fueled its growing reputation as part of the “alt cloud” movement. This groundswell favors cloud providers that offer customization, cost control, and integration with legacy systems. As a result, Oracle’s rise is not just about increasing its own market share, but about fostering more competition and innovation throughout the cloud ecosystem. Its success demonstrates that the market rewards focused differentiation and that even established giants can pivot successfully by addressing specific, evolving enterprise needs.
By David Linthicum5
44 ratings
Oracle’s transformation from a traditional software powerhouse to a credible public cloud provider is a standout story in enterprise IT. Initially dismissed as a late entrant when it launched Oracle Cloud Infrastructure (OCI) in 2016, Oracle has become a significant player by focusing on differentiation rather than imitation. Instead of trying to match AWS or Azure feature for feature, Oracle built a modular, cost-efficient cloud architecture designed for high-performance, AI-driven, and hybrid workloads. Its emphasis on price-performance, flexibility, and interoperability appeals to enterprises seeking alternatives to hyperscaler lock-in. Oracle’s proactive approach to AI infrastructure and its willingness to support hybrid and multi-cloud environments have fueled its growing reputation as part of the “alt cloud” movement. This groundswell favors cloud providers that offer customization, cost control, and integration with legacy systems. As a result, Oracle’s rise is not just about increasing its own market share, but about fostering more competition and innovation throughout the cloud ecosystem. Its success demonstrates that the market rewards focused differentiation and that even established giants can pivot successfully by addressing specific, evolving enterprise needs.

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