Oracle have been investing heavily in what they're referring to as their "next generation" cloud. See here https://cloud.oracle.com/en_US/bare-metal https://clo

Oracle have been investing heavily in what they're referring to as their "next generation" cloud. See here https://cloud.oracle.com/en_US/bare-metal https://cloud.oracle.com/en_US/bare-metal (supports VMs too). They've invested quite heavily in development centres in Seattle and SFBA with a bunch of hires from AWS, Azure, Joyent etc.