Oracle provides a slew of software and hardware tools for on-premise and cloud environments. It has 3 main segments which are closely integrated.
Oracle Cloud Infrastructure (OCI) is its fully managed business for infrastructure services (virtual machines, storage, managed high-performance compute data centers etc.). This segment also includes platform services to build apps in its safe, controlled environment (serverless and container-based).
Strategic Software As A Service (SaaS) includes Oracle NetSuite. This is a set of applications for enterprise resource planning (ERP), customer relationship management (CRM), human capital management (HCM), e-commerce and more. It’s hard at work on launching more industry-specific software apps across areas like healthcare. It also has a more customizable, feature-rich product that is similar to NetSuite called Oracle Fusion. This one is geared towards larger customers.
The last segment is its broad range of database products including both relational and document-oriented offerings across structured, semi-structured and unstructured data. Creating valuable apps from GenAI infrastructure requires great models and rich, organized information access to properly season those models. That’s where its database capabilities come into play.
Oracle closely integrates with the 3 big hyperscalers, allowing its databases to run anywhere. This also means that customers can migrate their on-premise databases to the cloud via OCI or through any of these hyperscalers, diminishing user friction. Oracle believes that this data cloud interoperability provides innate data transfer cost advantages. Cost is estimated to be “several times cheaper” for model training than any competitive product, according to leadership.
Oracle has re-emerged as a digital infrastructure titan. While the company did take longer to roll out its high-performance compute product suite, it has since achieved fantastic traction.