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![AlphaSenseInc Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1858388203.png) AlphaSense [@AlphaSenseInc](/creator/twitter/AlphaSenseInc) on x 24.8K followers
Created: 2025-07-14 14:17:05 UTC

Interview with industry expert on $ORCL's strategic rise in multi-cloud AI era ( $MSFT, $AMZN, $GOOGL, $MDB ):

- The expert emphasizes that $ORCL’s long-term growth is significantly underestimated, driven by several underappreciated factors. $ORCL's cloud platform has quietly matured, underscored by its $30B deal with OpenAI, proof of growing credibility in enterprise AI infrastructure. Additionally, roughly XX% of $ORCL's extensive customer base still runs on-premise, contributing steady, high-margin maintenance revenue. These legacy clients are central to $ORCL's “Cloud First” strategy, and their gradual migration to the cloud presents a powerful, built-in growth engine for the years ahead.

- The expert believes $ORCL has taken a smart and pragmatic path to become a growing threat to the hyperscalers, not by trying to outscale $AMZN, $MSFT, or $GOOGL, but by partnering with them. Realizing it was too late to catch up purely on infrastructure, $ORCL pivoted to a differentiated strategy: embedding its industry-leading $ORCL Database directly into hyperscaler environments.

- This strategic shift addresses a key pain point for enterprises locked into $ORCL's database but invested in another hyperscaler. By enabling seamless integration across clouds, $ORCL removes friction and expands its reach without needing to build the largest infrastructure footprint. The expert views this as a decisive move that accelerates $ORCL's relevance in the multi-cloud era.

- The expert highlights that despite interest in alternatives like Postgres and $MDB, $ORCL's database still holds a clear technical lead, especially for complex enterprise workloads. Several large organizations attempted migrations to open-source databases to escape $ORCL's high support costs but ultimately failed. While basic app migration was possible, these alternatives couldn’t handle advanced data manipulation, analytics, or performance at scale.

- The expert also points out that even $SAP one, of $ORCL's top rivals, still sees more of its apps running on $ORCL Database than on its own HANA platform. This underscores $ORCL's enduring dominance and technological edge in enterprise data infrastructure.

- The expert advises investors to focus on two key areas: RPOs and the $ORCL Health. While RPOs signal future revenue, under-consumption of committed cloud units could lead to renegotiations and slowed growth. $ORCL and partners are under pressure to drive adoption, making RPO follow-through critical. Meanwhile, the Cerner acquisition, intended as a deep integration into $ORCL's cloud, has been slower and messier than expected. The expert sees $ORCL Health as a potential game-changer, but only if the company can fully deliver on the integration and go-to-market execution.

![](https://pbs.twimg.com/media/Gv0vnFnXsAAgpL-.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944763080971309469/c:line.svg)

**Related Topics**
[amzn](/topic/amzn)
[msft](/topic/msft)
[open ai](/topic/open-ai)
[$30b](/topic/$30b)
[$msft](/topic/$msft)
[coins ai](/topic/coins-ai)
[$orcls](/topic/$orcls)
[microsoft](/topic/microsoft)

[Post Link](https://x.com/AlphaSenseInc/status/1944763080971309469)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

AlphaSenseInc Avatar AlphaSense @AlphaSenseInc on x 24.8K followers Created: 2025-07-14 14:17:05 UTC

Interview with industry expert on $ORCL's strategic rise in multi-cloud AI era ( $MSFT, $AMZN, $GOOGL, $MDB ):

  • The expert emphasizes that $ORCL’s long-term growth is significantly underestimated, driven by several underappreciated factors. $ORCL's cloud platform has quietly matured, underscored by its $30B deal with OpenAI, proof of growing credibility in enterprise AI infrastructure. Additionally, roughly XX% of $ORCL's extensive customer base still runs on-premise, contributing steady, high-margin maintenance revenue. These legacy clients are central to $ORCL's “Cloud First” strategy, and their gradual migration to the cloud presents a powerful, built-in growth engine for the years ahead.

  • The expert believes $ORCL has taken a smart and pragmatic path to become a growing threat to the hyperscalers, not by trying to outscale $AMZN, $MSFT, or $GOOGL, but by partnering with them. Realizing it was too late to catch up purely on infrastructure, $ORCL pivoted to a differentiated strategy: embedding its industry-leading $ORCL Database directly into hyperscaler environments.

  • This strategic shift addresses a key pain point for enterprises locked into $ORCL's database but invested in another hyperscaler. By enabling seamless integration across clouds, $ORCL removes friction and expands its reach without needing to build the largest infrastructure footprint. The expert views this as a decisive move that accelerates $ORCL's relevance in the multi-cloud era.

  • The expert highlights that despite interest in alternatives like Postgres and $MDB, $ORCL's database still holds a clear technical lead, especially for complex enterprise workloads. Several large organizations attempted migrations to open-source databases to escape $ORCL's high support costs but ultimately failed. While basic app migration was possible, these alternatives couldn’t handle advanced data manipulation, analytics, or performance at scale.

  • The expert also points out that even $SAP one, of $ORCL's top rivals, still sees more of its apps running on $ORCL Database than on its own HANA platform. This underscores $ORCL's enduring dominance and technological edge in enterprise data infrastructure.

  • The expert advises investors to focus on two key areas: RPOs and the $ORCL Health. While RPOs signal future revenue, under-consumption of committed cloud units could lead to renegotiations and slowed growth. $ORCL and partners are under pressure to drive adoption, making RPO follow-through critical. Meanwhile, the Cerner acquisition, intended as a deep integration into $ORCL's cloud, has been slower and messier than expected. The expert sees $ORCL Health as a potential game-changer, but only if the company can fully deliver on the integration and go-to-market execution.

XXXXX engagements

Engagements Line Chart

Related Topics amzn msft open ai $30b $msft coins ai $orcls microsoft

Post Link

post/tweet::1944763080971309469
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