Oracle is not fine. They are borrowing money hoping to get paid back by money losing OpenAI propped up by VC funding.

No business is going to run workloads on OCI outside of ones running Oracle. They a They are a way distance fourth in cloud. I’ve been working in cloud consulting for five years including the first three directly at AWS (Professional Services). No one worried about having talking points about competing against Oracle.

Microsoft, Google and Amazon have both internal products that can benefit from inference and cloud hosting.