Coté

Tag: Oracle

  • 🤖 The AI Subsidy Window Is Closing: Oracle, SAP, and Workday Move to Metered Token Pricing

    Enterprise software vendors subsidized GPU, inference, and token costs to drive AI adoption, creating false budget security while companies burned through annual AI budgets in months. Oracle, SAP, and Workday are now moving to metered pricing, which turns AI spending into an organizational design decision: model elasticity across the three uncontrollable pricing variables, retain core…

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  • Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the A.I. Bubble?

    Larry Ellison’s debt-funded scramble to turn Oracle into an AI hyperscaler, from the January 2025 White House announcement of Project Stargate – as much as $500 billion over four years across 500,000-square-foot data centres producing 10 gigawatts – to a credit rating now a notch above junk and steeper interest rates from lenders. Ellison is…

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  • It was a rather stressful period

    Related to your interests Your database is about to become an AI tool. Is it ready? Banks struggle to scale AI as legacy tech devours IT budgets – “Executives said only 29% of annual IT budgets are set aside for transformative technologies while a larger chunk – 43% – is devoted to maintaining legacy systems.”…

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  • “Oracle’s predicament is more acute than the hyperscalers’. Its business is smaller, its pockets shallower and its lot hitched more tightly to the fate of a single customer, OpenAI, which accounts for over half its $500bn in pledged revenue.” 🔗 Oracle and the hard truths about software

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  • Larry’s AI

    Larry’s pitch for a full-stack, private cloud AI platform. And, here, you can see someone trying to explain more. 🔗 Ellison’s AI vision for Oracle – robot surgeons meet enterprise data reality

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  • that Ancient Greek oracle practice where a guy is half in a hole that I can never remember the name of

    that Ancient Greek oracle practice where a guy is half in a hole that I can never remember the name of

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  • So many links, so many finds

    So many links, so many finds

    PaaS Talk We’re trying to amp up more technical explanations and demos of why Tanzu Platform/Cloud Foundry are great. Here is a little front-runner for a demo I’m going to extract from this same talk. Relative to your interests I didn’t take the time to organize these by topic. Apologies and kisses. UK government productivity…

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  • Java 25: Oracle’s Big-Tent Release—and a Clearer Roadmap for What’s Next – “Java’s momentum (by the numbers and the vibe) Oracle cited a 2025 VDC study claiming 73 billion active JVMs and reiterated Java’s position as the ‘#1 enterprise language.’”

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  • 🤖 Michael Dell Joins Trump-Backed Consortium to Acquire TikTok US

    President Donald Trump confirmed that Michael Dell is part of the team aiming to buy TikTok’s US operations, alongside Oracle’s Larry Ellison and possibly Lachlan Murdoch. The deal would make TikTok majority US-owned, with its algorithm and operations hosted on American infrastructure. Summary created by ChatGPT Source summarized: Trump says Michael Dell is part of…

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  • “cash incinerators” OpenAI doesn’t have the cash to pay Oracle $300 billion — raising it will test the very limits of private markets

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  • How the Sun Microsystems acquisition made Oracle the cloud company it is today

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  • Using AI for HR – management and workers

    Using AI for HR – management and workers

    Enterprises pouring money into GenAI and CEOs treating AI agents like cheap labor – yet only 25% see ROI right now. Vibes: “Europe’s long holiday from history is over.” Also: IBM does RTO, predictions about DOGE layoffs, the term “platform” remains a favorite excuse for overcomplicated tech, and “autonomous killer robots.” AI comes for HR…

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  • Inside Oracle’s New AI Agents – Moor Insights & Strategy – Getting the robot to do annual performance reviews: “Oracle is also leveraging AI to improve the performance review process itself. By aggregating and distilling information from check-ins, feedback and goal progress throughout the year, the AI agent can generate a first draft of a…

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  • Only 1 in 10 Oracle Java users want to stay with Big Red – Dimensional/Azul survey “found the percentage of Oracle Java users considering switching to alternative JVMs or JDKs based an open approach increased from 72 percent in 2023 to 88 percent in 2024. The proportion wanting to leave Oracle reached 92 percent in…

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  • AWS named as a leader again in the Gartner Magic Quadrant for Distributed Hybrid Infrastructure – AWS, VMware, Azure, Oracle, and Nutanix are in the MQ leader’s quadrant for “hybrid cloud.”

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  • Cloud market share shows vendors eyeing a $1T opportunity – “the revenue shares for our eight cloud companies in the combined IaaS/PaaS cloud market at nearly $300 billion projected for 2024. AWS has 36% of this combined market, Microsoft 23% and Google 7%. Alibaba, Oracle Tencent Huawei and IBM combine for around 14% of the…

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  • CEO Kurian: ‘When I Started, Most People Told Me We Didn’t Have a Chance’ – “We’re now the fourth largest enterprise software company.”

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  • Free ‘JavaScript’ from Legal Clutches of Oracle, Devs Petition – This seems like a don’t wake the sleeping bear situation.

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  • Charles Schwab Adopts PostgreSQL (With VMware Tanzu) – Why Charles Schwab chose Postgres over Oracle, and chose to pay for Tanzu Data Services support.

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  • Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds – Oracle runs its stack in the various clouds.

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