Discussion about this post

User's avatar
Muzz's avatar

How might Oracle’s deliberate, slower-building but deeply integrated approach to cloud and AI infrastructure reshape competitive dynamics in an industry traditionally dominated by speed and scale. Could this signal a broader shift where enterprise decision-makers value long-term tailored partnerships and sovereign control over pure hyperscale dominance.

Expand full comment
Thiyagarajan M (Rajan)'s avatar

This $455B in backlog highlights why exactly why it is harder and harder for startups to compete in AI market. When incumbents pre-sell half a trillion dollars of capacity, the game has shifted. It’s no longer about who has the best features or the most elegant architecture. It is about locked-in supply, long-term contracts, and scale commitments that startups simply can’t match. In this market, you don’t just need a better shovel, you need the mine rights already locked up. Market is consolidating faster than most people realize

Expand full comment

No posts