Oracle Poised to Overtake Google Cloud as Top Cloud Vendor Amid Strong Earnings and Growth
Oracle is poised to overtake Google Cloud as the world's fastest-growing major cloud vendor, driven by strong Q4 earnings, a 63% surge in RPO to $130 billion, and increasing customer demand for its OCI services, especially in AI training. The upcoming earnings report is expected to show cloud revenue growth of around 29%, which could push Oracle to the top of the Cloud Wars growth chart, at least until Q2 results from Google Cloud are announced.