In 2017 each of MSFT, Google and Amazon spent more than $11 Bn on cloud compared to Oracle $2bn. Over the last three years each of these companies has invested more than $30bn on cloud compRed to Oracle $5bn. No wonder their clouds work and generate revenues and oracle’s not so much.
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"Google is set to invest $30 billion in additional infrastructure with facilities in the Middle East, Singapore, and Oceania expected to go live within the year."
source: https://www.forbes.com/sites/tomaslaurinavicius/2017/04/10/google-cloud-challenge/
"Microsoft is spending more than $10B per year on Azure data centers"
source: https://www.onmsft.com/news/microsoft-spending-more-10b-year-azure-data-centers
And Amazon is so much far ahead of Google and Azure that Oracle Cloud is an ant compared to AWSs.
source: https://techcrunch.com/2017/02/02/aws-still-owns-the-cloud/
I have some oceanfront property in Arizona that I'd like to sell to all you who believe this 80% SaaS margins BS.
But this is the better, cheaper SC way with 80% margins! And yes cloud washing since oracle doesn’t have a cloud or DCs or supports or anything else that real cloud companies spend lots of money on. But, hey, does SFDC have 80% margins? No, way, never did and never will. Ditto AWS! Only oracle! What does that tell you !