Oracle Cloud's strategy early on was to go after huge customers who they thought would like to use the cloud, but otherwise couldn't use AWS for technical reaso

Oracle Cloud's strategy early on was to go after huge customers who they thought would like to use the cloud, but otherwise couldn't use AWS for technical reasons. They were the first to do bare metal hosts (no hypervisor) and Layer 2 networking, for example (layer 2 networking not necessarily being anything amazing, but they recognized that lots of potential corporate customers had built their own infrastructure that relied on it, so it was a big barrier to cloud adoption). They also will bend over backwards to gain the customers with deep pockets like big banks, auto manufacturers, etc. This is how they ended up with TikTok. And part of this is that they are very aggressive about building regions, because some of the big customers have hard requirements about where physically their data resides (think small governments that need/want their data on their own soil). I don't know where they stand now from a technical competition perspective (those examples I gave are no longer exotic in 2025), but I suspect they have continued this "court the huge customers" strategy.