Oracle Closing in on AWS, Microsoft With Public Cloud Infrastructure
NEWS ANALYSIS: Oracle believes it can steadily catch up to Amazon Web Services by building a new generation bare-metal, hyperscale cloud infrastructure.SAN FRANCISCO—Oracle has been accused of being late to the party when it comes to cloud computing—almost 10 years too late—but now the company is moving like Olympic champion sprinter Usain Bolt rounding the turn in the 200-meter sprint. The Silicon Valley stalwart and its irrepressible Executive Chairman Larry Ellison are as confident and brash about their cloud strategy as the perennial gold-winning Jamaican runner crossing the finish line with another victory. In keynotes here at the Oracle World conference this week, Ellison called out cloud competitor Amazon Web Services on several counts by virtually announcing the end of AWS' reign at the top of the cloud infrastructure services market. "Amazon's lead is over," he said, and followed that up with attacks on AWS' database services. AWS is "20 years behind" Oracle on several fundamental database functions, Ellison said, as he asserted that Oracle's database performance soundly beats AWS' Redshift and Aurora databases in benchmark tests. Ellison noted that the Oracle Cloud Database will run in any cloud, while AWS' databases are locked into the AWS infrastructure.
Over the years Ellison has made bold statements and predictions, famously mocking cloud computing eight years ago. But this week's claims are not lip service: Oracle is as focused and as deadly serious as they have ever been.