Will Oracle Win Cloud Wars?

At a customer conference in San Francisco, Oracle (NASDAQ:ORCL) CEO Larry Ellison announced that the company will be adding infrastructure as a service to its Oracle Public Cloud. Oracle’s computing on demand services are quickly taking aim at those offered by Amazon (NASDAQ:AMZN) and Google (NASDAQ:GOOG).

“It wasn’t enough to simply be an application provider and a platform provider. To fully embrace cloud computing, customers need all three levels of service.” Those three levels are: software as a service, platform as a service, and infrastructure as a service.

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Oracle, which was a little slow to enter the cloud competition, is trying to leapfrog the market with its Exadata X3 database machine, which will be equipped with 26 terabytes of processor memory. “Disk drives are becoming passé,” said Ellison. A hybrid approach to cloud could bring Oracle to the top of the market.

Neither Google nor Amazon sell hardware with their cloud offering. Amazon is notorious for using a massive amount of low-cost services while Google is known to design and build its own. Oracle might be trying to court large businesses that are already dependent on its software or who would benefit from an all-in-one provider.

Hewlett-Packard (NYSE:HPQ) has also announced that it will be looking at the cloud as a key area for its business moving forward. HP has a base in hardware that could mean its cloud solutions end up looking a lot like Oracle’s. CEO Meg Whitman will meet with Wall Street analysts on October 3 where the company’s cloud strategy is likely to be vetted.

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