Quote - “We believe that this revenue growth spike indicates that our infrastructure business has now entered a hyper-growth phase"
Is this the same infrastructure business that runs in co-lo sites, rather than their own data centres? The larger customers using OCI are practically paid to use it, or as a result of other oddities, e.g., the telesis project, where TikTok have no choice due to regulations. OCI has some very good people and I am sure the service is well designed - but, the reputation of Oracle means most serious businesses avoid them and it is laughable to think they will seriously compete against AWS, Azure and GCP.