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Oracle's cloud pivot remains a high-risk bet
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- Oracle's cloud pivot remains a high-risk bet Aditya Raghunath Mon, June 8, 2026 at 6:03 PM GMT+7 4 min read ORCL GOOG AMZN MSFT I've watched plenty of companies chase a hot trend and spend their way into trouble.
- The software giant is pouring tens of billions of dollars into data centers to grab a slice of the artificial intelligence (AI) boom.
- And Oracle's most recent quarterly report shows just how big that bill has become.
Oracle's cloud pivot remains a high-risk bet Aditya Raghunath Mon, June 8, 2026 at 6:03 PM GMT+7 4 min read ORCL GOOG AMZN MSFT I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down.
Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a slice of the artificial intelligence (AI) boom.
And Oracle's most recent quarterly report shows just how big that bill has become.
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