Comment Surprising Background (Score 3, Informative) 42
The big hyperscalers like Microsoft and Google, he said, have instituted a strategy of “offloading their capacity to other data center providers.” That’s leading businesses to use Oracle. “These are not organic customers to Oracle,” said Luria, who recommends holding the stock. “This is Microsoft, Google and Amazon’s customers that will use Oracle capacity.”
So the Big 3 cloud providers don't own their own data centers? Is the cloud some sort of infinite regress? Is it turtles all the way down?