[alephnerd]

> Why is oracle invested in ai at all

Oracle is using AI as a way to justify their pivot into becoming a Tier 1 Hyperscaler - Oracle Cloud now represents 50% of Oracle's overall revenue.

Becoming a hyperscaler is expensive (compute is pricey and a massive fixed cost), and by building an AI Infra story, Oracle can make a valid case as to why I should give Oracle money to expand their DC capacity.

Additionally, OCI has been landing marquee logos like a major cybersecurity company who's name starts with C and a global rideshare platform, and is taking advantage of enterprise customers who are price sensitive or investing in a secondary cloud provider to reduce vendor dependency.