I think it was more that Oracle was willing to take the political risk and had a lot of incentive to land a large, high visibility client that could help them b

I think it was more that Oracle was willing to take the political risk and had a lot of incentive to land a large, high visibility client that could help them build economies of scale and would come with a tier 1 JV partner. There is a lot of upside for Oracle based on their position relative to others and Ellison does not have to manage his political capital the same way non-founder CEOs do (he made this move long before Trump’s second term).