3 ms·

I'm not oracle so I can't say if you are wrong but wouldn't that be a significant investment to go compete in a market where margins are not that great while ri

• jbverschoor 3y ago
  First step would be to run their own hardware. Why? $1.5B is a substantial amount of money. They can claim to be more green/energy efficient. As for a public cloud, maybe not yet.. the problem with it is that it can be difficult to change/unwind. However, they might just want to sell those sweet high margin AI/ML cycles running on both the backend and the client devices