Larry Ellison’s Revolution: Every Customer ‘Could Have Full Oracle Cloud in Their Data Center’
by Bob Evans via Cloud Wars ([Global] oracle cloud)
URL: https://ift.tt/Ou6fXP2
After stunning the world over the past two years by hammering his way into the seemingly impenetrable Hyperscalers Club, and then shocking the nonbelievers last quarter with RPO growth of 44% to $98 billion, Larry Ellison is now on the verge of rocking the cloud industry once more by promising that every Oracle customer can have the full Oracle Cloud in that customer’s data center.
Is that the roadmap to the future? Or is it crazy?
Before you answer that, consider three key points:
Ellison has always — always — chosen the road less traveled and has resolutely defied conventional wisdom and the traditional way of doing things. So the fact that no one else is talking about this should not be a surprise–and Ellison’s track record shows that his contrarian (crazy??) ideas have almost always been right.
Ellison has not only blasted his way into the Hyperscalers Club, but he’s also established Oracle as the Kool Kid in the group, with rivals Microsoft and Google Cloud agreeing to form unprecedented multicloud partnerships with Oracle to drive better business outcomes for mutual customers. And, I would not be shocked if we find out this week at Oracle CloudWorld that Amazon has agreed to a similar deal with Oracle.
The outlandish financial results that Oracle Cloud Infrastructure has been racking up — the 44% RPO growth to $98 billion, plus Ellison’s projection that OCI revenue growth will exceed 50% for at least the next few years — are more than anything an unimpeachable indication that customers are buying what Ellison and Oracle are selling. And remember — those customers have plenty of other choices, particularly in the form of three of the world’s wealthiest and most-powerful corporations: Microsoft, Google, and Amazon.
So — still think Ellison’s vision sounds crazy? If so, perhaps Ellison in his own words can convince you. If not, well, good luck.
During Oracle’s fiscal-Q4 earnings call three months ago, a financial analyst asked Ellison this question: “Can you talk about the innovation roadmap for OCI and your AI services in particular and why we should expect Oracle to keep on winning not just today but over the next several years to come in this market?”
Ellison gave a fairly long answer, but here’s the excerpt that offered a glimpse into his chicken-in-every-pot vision for the future of the cloud:
“We’ve talked for a while about our ability to build very small data centers, one you could put in a ship or a submarine or how a full Oracle Cloud we will soon have in six standard half-racks to go into a conventional data center so virtually any one of our customers could choose to have the full Oracle Cloud in their data center, with every service in the Cloud,” Ellison said (emphasis added).
And later in the call, Ellison reiterated his belief that...
