Oracle’s strategic pivot to cloud infrastructure and AI solutions is starting to pay off, as evidenced by its robust fiscal fourth quarter results and the company’s stock reaching all-time high levels. Oracle’s focus on cloud infrastructure has given it an advantage in terms of cloud spend optimization and multi-cloud adoption, however, its stock is trading close to its peers at current levels. Cloud spend optimization is becoming a priority for enterprise end markets, and Oracle’s Gen2 OCI is addressing this need with its reliance on RDMA network technology.
