👩‍🍳 How we use AI at Tech in Asia, thoughtfully and responsibly.🧔‍♂️ A friendly human may check it before it goes live. More news hereOracle shares increased by 8% in after-hours trading on June 11, 2025, after the company reported its fiscal fourth-quarter results, which surpassed Wall Street expectations.The company posted adjusted earnings per share of US$1.70, exceeding analyst forecasts of US$1.64, according to LSEG.Revenue for the quarter was US$15.9 billion, surpassing the expected US$15.59 billion and reflecting an 11% year-over-year increase.Net income was reported at US$3.43 billion, up from US$3.14 billion during the same period last year.For the fiscal first quarter, Oracle projects adjusted earnings per share between US$1.46 and US$1.50. Revenue growth is expected to be between 12% and 14%.Analysts had anticipated earnings per share of US$1.48 and revenue of US$14.96 billion.Cloud services and license support revenue totaled US$11.7 billion in the fourth quarter, above the US$11.59 billion consensus from analysts surveyed by StreetAccount.🔗 Source: CNBC🧠 Food for thought1️⃣ Oracle’s remarkable cloud transformation after decades of slower growthOracle’s projected 70% cloud infrastructure growth for fiscal 2026 represents a dramatic acceleration from its historical trajectory.From 2011 to 2019, Oracle’s revenue growth had slowed significantly to less than 5% annually, after previously reaching $39.5 billion in fiscal 2019 1.This current acceleration marks a strategic pivot for a company that built its fortune on database software. Cloud services now constitute 77% of Oracle’s total revenue, growing by 24% in fiscal 2024 2.The company’s ambitious projection to exceed US$104 billion in revenue by fiscal 2029 would represent more than doubling its current size, a pace of expansion not seen since its early decades.This transformation is particularly notable for a 47-year-old technology company, demonstrating that legacy enterprises can successfully pivot to high-growth cloud models when properly executed.2️⃣ Oracle’s cloud market share battle reflects strategic positioningDespite impressive growth, Oracle remains a challenger in the cloud infrastructure market with approximately 3% market share, far behind AWS (29%), Microsoft (22%), and Google (12%) 3.Oracle’s strategy focuses on differentiation rather than direct competition, leveraging its database expertise with offerings like Oracle Real Application Clusters (RAC) and Autonomous Database that aren’t available on competing platforms 4.The company’s strategic partnerships with AWS, Google Cloud, and IBM create a multi-cloud ecosystem that plays to Oracle’s database strengths while acknowledging the dominant positions of larger competitors 567.Oracle’s $6.2 billion in cloud revenue for Q1 2025 represents 23% year-over-year growth, outpacing AWS’s 17% growth rate during the same period, suggesting Oracle is gaining momentum 38.This approach has yielded significant results in its deal pipeline, with Oracle’s Remaining Performance Obligations (RPO) surging 62% year-over-year to $130 billion, providing substantial revenue visibility for the coming years 9.3️⃣ The unprecedented AI infrastructure demand driving Oracle’s capital expansionOracle’s planned capital expenditures are set to more than triple from under $7 billion in fiscal 2024 to over $25 billion in fiscal 2025, an extraordinary increase driven by AI-related infrastructure demand 10.The CEO’s comment about receiving orders for “all available cloud capacity” reflects a broader industry trend, with the research showing AI-specific cloud services growing at remarkable rates of 140-160% across the industry 3.This surge aligns with market projections showing global public cloud spending expected to reach $723.4 billion in 2025, up from $595.7 billion in 2024, with AI acceleration as a primary driver 11.The scale of investment reflects a fundamental shift in cloud computing economics, where providers must build capacity ahead of demand rather than in response to it, creating both opportunity and financial risk

CloudZero Optimize helps organizations realize savings and maximize AI and cloud efficiencyBOSTON, June 2, 2025 /PRNewswire/ -- CloudZero, the globally trusted leader in proactive cloud cost efficiency, today announced the release of CloudZero Optimize, a new product focused squarely on cloud waste reduction. This new solution builds on CloudZero's market-leading allocation capabilities and integrates seamlessly with Jira and Slack. Optimization recommendations are contextual, relevant, prioritized by impact and effort, and embedded directly into existing engineering workflows.Engineering teams are under increasing pressure to control cloud costs, but most optimization tools lack business context, infrastructure context, or both — leaving teams overwhelmed by generic, disconnected recommendations that often go ignored for weeks or even months. CloudZero Optimize delivers enhanced filtering, rich context, and seamless integration into engineering workflows, helping teams focus on what matters, track progress, and achieve measurable savings."I've yet to meet the engineer who wants to waste money, but the reality is, most optimization tools create more noise than impact," said Anand Sundaram, CloudZero's senior vice president of product. "Ours is the first that combines complete, multi-cloud visibility with insights gleaned from analyzing billions of dollars of cloud spend for nearly a decade. In optimization, process is just as important as product — where and when you see optimization information is just as important as the information itself

Additionally, to help engineers manage database-as-a-service (DBaaS) spend more efficiently, CloudZero has partnered with Espresso AI, a company focused exclusively on automating Snowflake optimizations.