I was recently surprised to see that Oracle’s Cloud Infrastructure offering is accelerating its revenue growth at a fairly large scale (approaching $4B annual run rate). For the past several years, we have neatly defined the hyperscalers as the Big Three of AWS, Azure and GCP. This has been convenient for investors and analysts alike, as we have only had to track activities within these three. Analysis of independent software infrastructure and security providers could limit consideration of each company’s products in relation to similar offerings from the Big Three hyperscalers.

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