Oracle - Interconnected

Era of Regulatory Grift: TikTok-Oracle, NXP-Qualcomm, Arm-Nvidia

The dictionary definition of the word “grift” is as follows: “to acquire money or property illicitly”. It may be a strong word, but also more or less encapsulates the regulatory ethos that’s governing cross-border technology businesses these days. The TikTok-Oracle deal flaunts this

Topics: ByteDance• Azure• Oracle•

What is TikTok Worth to Whom and Why?

There is no doubt that geopolitics is a major driver of TikTok’s fate in the United States. But if and when it does get sold, it’s still a multi-billion dollar transaction that has to make some business sense. I have written quite

Topics: Zoom• Oracle• Cloud Industry•

Why Zoom Chose Oracle

Zoom picked Oracle as a new cloud provider. This news caught some people by surprise. In hindsight, there are signs that this agreement was in the works, aggressively pushed forward by Oracle, and punctuated by its founder Larry Ellison’s uncharacteristic Youtube video 15

Topics: Cloud Industry• IBM• Oracle•

Stress Test the (Other) Cloud: IBM, Oracle, Tencent

I’ve been writing a lot about various aspects of the “big four” clouds -- AWS, Alibaba Cloud, Azure, GCP -- from comparing their financial earnings, to global data center coverage, to how each of these tech giants’ other businesses stress test the reliability

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