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Now why would you see Oracle & AWS in a video together? Think cloud migration & deployment. Daniel Newman talks w/ Karan (Oracle Cloud) and Ruba Borno (Amazon Web Services) to get inside perspectives on the Oracle Database@AWS partnership, zero-ETL integration, and more.

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22,747 views • 1 year ago •via X (Twitter)

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Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!

Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!

Kierra | Data Conversationalist🎙

179,135 views • 1 year ago

“The Coatue team mapped out cloud revenue market share, Oracle at 5%, Amazon at 44% with AWS, Google 19%, Microsoft 30%. Next to that, they showed NVIDIA GPU allocation: Microsoft and Google match their cloud share. Amazon is 44% cloud revenue but only 20% GPUs. Oracle jumps from 5% to 19%. Cori comes out of nowhere at 11%.” “One obvious takeaway is that Amazon has half the share of GPUs than their share of AWS. So that could mean one of two things, either AWS is behind in AI, that could be one, or they're pursuing a different hardware strategy than its competitors.” — Bill Gurley Bill Gurley and Thomas Laffont Thomas Laffont

“The Coatue team mapped out cloud revenue market share, Oracle at 5%, Amazon at 44% with AWS, Google 19%, Microsoft 30%. Next to that, they showed NVIDIA GPU allocation: Microsoft and Google match their cloud share. Amazon is 44% cloud revenue but only 20% GPUs. Oracle jumps from 5% to 19%. Cori comes out of nowhere at 11%.” “One obvious takeaway is that Amazon has half the share of GPUs than their share of AWS. So that could mean one of two things, either AWS is behind in AI, that could be one, or they're pursuing a different hardware strategy than its competitors.” — Bill Gurley Bill Gurley and Thomas Laffont Thomas Laffont

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180,310 views • 1 year ago

Oracle's multipurpose database is your secret weapon for boosting Web & AppDev productivity! Zoom in on SODA for Python with a Hands-on Lab at Oracle #CloudWorld to learn more! #ocw #oracle #JSON #developer Video Credit William Masdon

Oracle's multipurpose database is your secret weapon for boosting Web & AppDev productivity! Zoom in on SODA for Python with a Hands-on Lab at Oracle #CloudWorld to learn more! #ocw #oracle #JSON #developer Video Credit William Masdon

that Jeff Smith

12,337 views • 3 years ago

The future of basketball is here. 💥🏀 The NBA and AWS are joining forces in a multi-year partnership to power the future of the game. As the Official Cloud and Cloud AI Partner, AWS will help deliver next-level innovation, insights, and fan experiences across the NBA and its affiliate leagues including WNBA, G League, BAL, and NBA Take-Two Media. Amazon Web Services

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NBA

227,456 views • 10 months ago

Now generally available: the AWS European Sovereign Cloud. Built & operated in Europe, designed to help you innovate and grow while maintaining digital sovereignty.

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Amazon Web Services

2,617,391 views • 6 months ago

How have servers and the cloud evolved in the last 30 years, and what might be next? Bryan Cantrill (Bryan Cantrill) has been at the thick of the industry since the Dotcom Boom and Bust, and shares fascinating stories from both this time; on how AWS was born; why Kubernetes was key for GCP to gain ground, and why they're building a completely custom server rack computer at Oxide Computer Company. Bryan is one of my all-time favorite people to talk with - don't miss this one. Teaser - he talked about how Jeff Bezos tricked almost everyone in tech to believe that the cloud was a terrible business, and how Oracle (yes, Oracle!) taught him something extremely valuable he uses to this date: • YouTube: • Spotify: • Apple: Thanks to our wonderful season sponsors: •⁠ Statsig ⁠ — ⁠ The unified platform for flags, analytics, experiments, and more. Check it out: •⁠ Linear ⁠ — ⁠ The system for modern product development. They now support AI agents and you can also build your own - see how:

How have servers and the cloud evolved in the last 30 years, and what might be next? Bryan Cantrill (Bryan Cantrill) has been at the thick of the industry since the Dotcom Boom and Bust, and shares fascinating stories from both this time; on how AWS was born; why Kubernetes was key for GCP to gain ground, and why they're building a completely custom server rack computer at Oxide Computer Company. Bryan is one of my all-time favorite people to talk with - don't miss this one. Teaser - he talked about how Jeff Bezos tricked almost everyone in tech to believe that the cloud was a terrible business, and how Oracle (yes, Oracle!) taught him something extremely valuable he uses to this date: • YouTube: • Spotify: • Apple: Thanks to our wonderful season sponsors: •⁠ Statsig ⁠ — ⁠ The unified platform for flags, analytics, experiments, and more. Check it out: •⁠ Linear ⁠ — ⁠ The system for modern product development. They now support AI agents and you can also build your own - see how:

Gergely Orosz

36,842 views • 7 months ago

AWS has announced the general availability of its new Amazon EC2 R8a memory-optimized instances, powered by 5th Gen AMD EPYC processors with clock speeds up to 4.5 GHz. This means more speed and efficiency at a lower total cost of ownership, without having to change their cloud architecture. Read more from Amazon Web Services:

AWS has announced the general availability of its new Amazon EC2 R8a memory-optimized instances, powered by 5th Gen AMD EPYC processors with clock speeds up to 4.5 GHz. This means more speed and efficiency at a lower total cost of ownership, without having to change their cloud architecture. Read more from Amazon Web Services:

AMD EPYC

95,689 views • 9 months ago

Oracle & The British Government - FOI Investigations Since April 2025, I’ve been using the Freedom of Information Act to uncover what meetings, documents, and briefings exist between Oracle, the data and cloud giant led by Larry Ellison, and the UK Government. In this video, I walk through what has been disclosed, what has been delayed, and what remains hidden, including a previously undisclosed reference to an “Oracle Whitepaper” discussed with government ministers. Oracle underpins critical UK infrastructure, from healthcare and finance to government IT systems, yet operates largely out of public view. This investigation looks at Oracle’s role, Larry Ellison’s political and ideological influence, and why repeated FOI requests have been delayed or partially refused. This video is an experiment with a new setup and format, if it works, I’ll continue producing FOI-based investigations in this format. Chapters: 00:00 Introduction 02:22 Who Oracle Is & Why It Matters 10:22 Oracle in UK Public Infrastructure 12:53 Larry Ellison and his controversies 25:00 UK Public Record Meetings in the UK 28:30 The FOI Submission and Response 31:55 Outro

Oracle & The British Government - FOI Investigations Since April 2025, I’ve been using the Freedom of Information Act to uncover what meetings, documents, and briefings exist between Oracle, the data and cloud giant led by Larry Ellison, and the UK Government. In this video, I walk through what has been disclosed, what has been delayed, and what remains hidden, including a previously undisclosed reference to an “Oracle Whitepaper” discussed with government ministers. Oracle underpins critical UK infrastructure, from healthcare and finance to government IT systems, yet operates largely out of public view. This investigation looks at Oracle’s role, Larry Ellison’s political and ideological influence, and why repeated FOI requests have been delayed or partially refused. This video is an experiment with a new setup and format, if it works, I’ll continue producing FOI-based investigations in this format. Chapters: 00:00 Introduction 02:22 Who Oracle Is & Why It Matters 10:22 Oracle in UK Public Infrastructure 12:53 Larry Ellison and his controversies 25:00 UK Public Record Meetings in the UK 28:30 The FOI Submission and Response 31:55 Outro

Lewis Brackpool

20,270 views • 6 months ago

"The Achilles heel of any DeFi protocol is the oracle. It lives and dies by its oracle" Niklas Kunkel, CEO of Chronicle Labs, on why oracles are the single point of failure in DeFi "If an oracle prints that ETH is a trillion dollars, anyone can just go and drain all of the liquidity out of any lending market, out of any credit protocol. Similarly, if the oracle reports ETH is zero, you can liquidate all of the ETH positions in a lending protocol" "If you're looking at the likes of Aave and Sky, you could potentially trigger a liquidation cascade on ETH, that has far more second order effects than just the onchain liquidations"

"The Achilles heel of any DeFi protocol is the oracle. It lives and dies by its oracle" Niklas Kunkel, CEO of Chronicle Labs, on why oracles are the single point of failure in DeFi "If an oracle prints that ETH is a trillion dollars, anyone can just go and drain all of the liquidity out of any lending market, out of any credit protocol. Similarly, if the oracle reports ETH is zero, you can liquidate all of the ETH positions in a lending protocol" "If you're looking at the likes of Aave and Sky, you could potentially trigger a liquidation cascade on ETH, that has far more second order effects than just the onchain liquidations"

Laura Shin

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In his newsletter, Ed Zitron argues Oracle’s $300B cloud deal with OpenAI is financially and logistically unrealistic - and that the 39% surge in Oracle’s stock after announcing $317B in new contracts is a market failure. Oracle missed earnings yet projects cloud revenue jumping 700% by 2030, largely from one customer: OpenAI. Zitron notes OpenAI would need to spend $100B+ a year on compute - more than AWS makes - despite having no path to profit. He suspects OpenAI leaked optimistic “free cash flow” figures just before the deal to hide its true burn rate, which he estimates at nearly $300B through 2029. Oracle still hasn’t built the data centers needed, raising doubts it can deliver. Zitron calls the hype “phenomenally, astronomically, ridiculously stupid” and says it shows how detached markets are from reality. (Clip via Majority Report. Story in reply)

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Drop Site

18,225 views • 10 months ago

AG-UI protocol has become as an industry standard📈 The Agent-User Interaction protocol allows you to connect AI agents and frontends. AND it just crossed 2.5M weekly downloads! With adoption/integration by Google, AWS, Microsoft, Oracle, LangChain, Mastra, Pydantic AI, CrewAI & so many more. As well as SDKs in .NET, Golang, Kotlin, Java, Rust and more all contributed by the community. How it works & more 👇

AG-UI protocol has become as an industry standard📈 The Agent-User Interaction protocol allows you to connect AI agents and frontends. AND it just crossed 2.5M weekly downloads! With adoption/integration by Google, AWS, Microsoft, Oracle, LangChain, Mastra, Pydantic AI, CrewAI & so many more. As well as SDKs in .NET, Golang, Kotlin, Java, Rust and more all contributed by the community. How it works & more 👇

Atai Barkai

18,650 views • 3 months ago

Two days ago I broke down why I was still long $ORCL despite the selloff. Tonight it’s +6.5% AH on news of a TikTok US JV where Oracle becomes primary cloud provider. In this video I walk through the setup, BX signals, and my plan from here

Two days ago I broke down why I was still long $ORCL despite the selloff. Tonight it’s +6.5% AH on news of a TikTok US JV where Oracle becomes primary cloud provider. In this video I walk through the setup, BX signals, and my plan from here

Peter DiCarlo

33,593 views • 7 months ago

🚨 NEW Podcast w Eliott eliott who is working with Yonatan Sompolinsky on Oracles - You'll love this episode! Full YT link - We unpack the critical role oracles play in bridging off-chain data to blockchains, a cornerstone for DeFi applications. Elliot exposes the limitations of current oracle solutions like Chainlink, including risks of centralization, node collusion, and data manipulation. Further on in the episode, Eliott shares his vision to create a trustless, manipulation-resistant "ORACLE GAME " for Kaspa’s layer-1 built on Kaspa’s parallel consensus to prevent oracle manipulation. Learn why existing oracle models fall short and how $KAS #Kaspa aims to set a new standard for secure, decentralized data feeds. Topics 1. What Are #BlockchainOracles 2. Why Blockchains Need #Oracles 3. Challenges with Current Oracle 4. Chainlink’s Flaws: Centralization & Data Manipulation 5. Oracle Extractable Value (#OEV) & Collusion Risks 6. Alternative Oracle Models: Pyth & Flare Network 7. Elliot’s Research & Kaspa’s Oracle Solution 8. Practical Challenges & Market Maker Dynamics 9. Vision for #Kaspa’s Oracles --------------- This video is for educational purposes only and not financial advice. Always conduct your own research before engaging with blockchain projects or investments. $KAS #KASPA #oracles #blockchainoracles

🚨 NEW Podcast w Eliott eliott who is working with Yonatan Sompolinsky on Oracles - You'll love this episode! Full YT link - We unpack the critical role oracles play in bridging off-chain data to blockchains, a cornerstone for DeFi applications. Elliot exposes the limitations of current oracle solutions like Chainlink, including risks of centralization, node collusion, and data manipulation. Further on in the episode, Eliott shares his vision to create a trustless, manipulation-resistant "ORACLE GAME " for Kaspa’s layer-1 built on Kaspa’s parallel consensus to prevent oracle manipulation. Learn why existing oracle models fall short and how $KAS #Kaspa aims to set a new standard for secure, decentralized data feeds. Topics 1. What Are #BlockchainOracles 2. Why Blockchains Need #Oracles 3. Challenges with Current Oracle 4. Chainlink’s Flaws: Centralization & Data Manipulation 5. Oracle Extractable Value (#OEV) & Collusion Risks 6. Alternative Oracle Models: Pyth & Flare Network 7. Elliot’s Research & Kaspa’s Oracle Solution 8. Practical Challenges & Market Maker Dynamics 9. Vision for #Kaspa’s Oracles --------------- This video is for educational purposes only and not financial advice. Always conduct your own research before engaging with blockchain projects or investments. $KAS #KASPA #oracles #blockchainoracles

XXIM - Decentralise Capitalism

15,872 views • 10 months ago

“I think you will find it a home” Calum Nicholas talks to Oracle Red Bull Racing's Head of Project Engineering, Craig Lawson about his career and neurodiversity, in F1’s Untold Stories. Watch the full video 👉 #F1

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213,953 views • 3 months ago

On your marks. 🏁 Get set. ⏱ Go take your startup from zero to one in the cloud with AWS Technical Founder Sprint! 🏃‍♂️ Join the sprint Jan 24-Jan 26, to learn best practices for your startup & gain exclusive access to a community of tech founders. 👉

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12,730 views • 3 years ago

.Amazon Web Services is helping The Ocean Cleanup find and remove plastic in the Great Pacific Garbage Patch, thanks to AI and cloud computing. Here's the tech behind the mission. ⬇️ Machine learning models analyze satellite, drone, and sensor data to map where plastic accumulates. Then, our systems help to predict where debris will drift next and optimize cleanup routes in near real-time. AWS also powers data-driven maps that track how plastics move through rivers—accelerating the deployment of river plastic interceptors. The goal? Remove 90% of floating plastic by 2040. The Ocean Cleanup has already removed 64 million pounds of trash worldwide. AWS tech helps them work even faster and smarter.

.Amazon Web Services is helping The Ocean Cleanup find and remove plastic in the Great Pacific Garbage Patch, thanks to AI and cloud computing. Here's the tech behind the mission. ⬇️ Machine learning models analyze satellite, drone, and sensor data to map where plastic accumulates. Then, our systems help to predict where debris will drift next and optimize cleanup routes in near real-time. AWS also powers data-driven maps that track how plastics move through rivers—accelerating the deployment of river plastic interceptors. The goal? Remove 90% of floating plastic by 2040. The Ocean Cleanup has already removed 64 million pounds of trash worldwide. AWS tech helps them work even faster and smarter.

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34,165 views • 3 months ago

OpenAI just got OFFICIALLY flagged as a company that might not be able to pay its bills. S&P Global Ratings just cut Oracle's long term credit rating from BBB to BBB-. One more cut and Oracle becomes a JUNK rated company for the first time in its history. But the reason S&P gave is what's really interesting here... They named OpenAI as a "key credit risk" inside the report. OpenAI is a private company. It carries no credit rating and has never been profitable. And a ratings agency just took the risk of that company failing and wrote it directly onto the credit file of a public company held inside pension funds and bond funds all over the world. OpenAI accounts for roughly HALF of Oracle's remaining performance obligations. That's the famous $638 billion backlog every bull points to as the reason to own the stock. Half of the asset is the risk. And then there's the maturity trap: Oracle's data center leases run 15 to 19 years. Its cloud customer contracts run about 5 years. Oracle disclosed both figures in its own annual report. So Oracle is signing 19 year obligations to serve 5 year promises made by a customer that has never earned a dollar of profit. If OpenAI cannot pay, Oracle gets left holding data center leases it may not be able to exit, and may have to re-lease to somebody else on worse terms. That is the entire downgrade in one sentence. The numbers underneath: Oracle spent roughly $55.7 billion on capital projects in fiscal 2026 and posted negative $23.7 billion in free cash flow. S&P now expects the fiscal 2027 cash flow deficit to widen to around negative $42 billion. That is nearly DOUBLE its previous estimate, and the agency admitted it had underestimated how much Oracle would need to spend. Oracle plans to raise up to $40 billion in fiscal 2027, including a potential $20 billion share sale that would add roughly 4.8% to its share count. They literally cannot borrow more without triggering the next downgrade, so shareholders are being diluted to protect the bondholders. And the funny part is that on the day of the downgrade, Oracle's stock went UP 2.65%. But on that same day, the spread on Oracle's BONDS widened. Equity investors looked at the $638 billion backlog and bought. Credit investors looked at the identical company and demanded to be paid more for the risk of holding it. Credit investors are the ones whose entire job is to price what goes wrong, so they just repriced Oracle. For context, Microsoft is rated AAA, Alphabet is AA+, and Amazon is AA. Oracle is chasing the same AI contracts from seven to nine notches further down the ladder. The day after the downgrade, the UK named Oracle, alongside three other cloud providers, a critical third party to the British financial system. Supervision by the Bank of England begins July 13. Oracle is the only one of those four sitting one notch above junk. Now follow the chain: OpenAI has never made a profit. OpenAI is half of Oracle's backlog. Oracle is one downgrade from junk. Oracle is now formally load bearing infrastructure for British banks. The business risk of an unprofitable private startup has traveled through a corporate balance sheet and landed inside the supervisory perimeter of a central bank. Nobody designed that. It happened one contract at a time. And the demand IS real. Oracle's cloud infrastructure revenue grew 93% last quarter. If this buildout works, it becomes one of the great corporate reinventions in history. But the whole structure now rests on one question that no rating agency, no bank and no regulator can answer: Can OpenAI pay its bills?

OpenAI just got OFFICIALLY flagged as a company that might not be able to pay its bills. S&P Global Ratings just cut Oracle's long term credit rating from BBB to BBB-. One more cut and Oracle becomes a JUNK rated company for the first time in its history. But the reason S&P gave is what's really interesting here... They named OpenAI as a "key credit risk" inside the report. OpenAI is a private company. It carries no credit rating and has never been profitable. And a ratings agency just took the risk of that company failing and wrote it directly onto the credit file of a public company held inside pension funds and bond funds all over the world. OpenAI accounts for roughly HALF of Oracle's remaining performance obligations. That's the famous $638 billion backlog every bull points to as the reason to own the stock. Half of the asset is the risk. And then there's the maturity trap: Oracle's data center leases run 15 to 19 years. Its cloud customer contracts run about 5 years. Oracle disclosed both figures in its own annual report. So Oracle is signing 19 year obligations to serve 5 year promises made by a customer that has never earned a dollar of profit. If OpenAI cannot pay, Oracle gets left holding data center leases it may not be able to exit, and may have to re-lease to somebody else on worse terms. That is the entire downgrade in one sentence. The numbers underneath: Oracle spent roughly $55.7 billion on capital projects in fiscal 2026 and posted negative $23.7 billion in free cash flow. S&P now expects the fiscal 2027 cash flow deficit to widen to around negative $42 billion. That is nearly DOUBLE its previous estimate, and the agency admitted it had underestimated how much Oracle would need to spend. Oracle plans to raise up to $40 billion in fiscal 2027, including a potential $20 billion share sale that would add roughly 4.8% to its share count. They literally cannot borrow more without triggering the next downgrade, so shareholders are being diluted to protect the bondholders. And the funny part is that on the day of the downgrade, Oracle's stock went UP 2.65%. But on that same day, the spread on Oracle's BONDS widened. Equity investors looked at the $638 billion backlog and bought. Credit investors looked at the identical company and demanded to be paid more for the risk of holding it. Credit investors are the ones whose entire job is to price what goes wrong, so they just repriced Oracle. For context, Microsoft is rated AAA, Alphabet is AA+, and Amazon is AA. Oracle is chasing the same AI contracts from seven to nine notches further down the ladder. The day after the downgrade, the UK named Oracle, alongside three other cloud providers, a critical third party to the British financial system. Supervision by the Bank of England begins July 13. Oracle is the only one of those four sitting one notch above junk. Now follow the chain: OpenAI has never made a profit. OpenAI is half of Oracle's backlog. Oracle is one downgrade from junk. Oracle is now formally load bearing infrastructure for British banks. The business risk of an unprofitable private startup has traveled through a corporate balance sheet and landed inside the supervisory perimeter of a central bank. Nobody designed that. It happened one contract at a time. And the demand IS real. Oracle's cloud infrastructure revenue grew 93% last quarter. If this buildout works, it becomes one of the great corporate reinventions in history. But the whole structure now rests on one question that no rating agency, no bank and no regulator can answer: Can OpenAI pay its bills?

Ricardo

302,573 views • 23 days ago

We went from 3, maybe 4 major AI compute sellers to potentially 6 Amazon, Microsoft, Google, maybe Oracle. Now add SpaceX and Meta... just as customers are getting more efficient w tokens. "You could have a pretty decent-sized speed bump in here" - Dan Niles

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Deirdre Bosa

76,936 views • 1 month ago

Welcoming Mphasis, an Information Technology (IT) solutions provider specializing in cloud and cognitive services, to the team on a new multi-year partnership! 🤝 Find out more about this new partnership using the link in the video below 👇 #HaasF1 #F1

Welcoming Mphasis, an Information Technology (IT) solutions provider specializing in cloud and cognitive services, to the team on a new multi-year partnership! 🤝 Find out more about this new partnership using the link in the video below 👇 #HaasF1 #F1

TGR Haas F1 Team

25,699 views • 1 year ago