The Bigger Picture: Oracle’s AI Empire Play
The Setup: When Database Meets Dance Videos Picture this: Oracle, the company that built its empire on boring-but-essential database software, is about to become TikTok's sugar daddy. Under a framework deal emerging from U.S.-China negotiations, Oracle would join a consortium controlling roughly 80% of TikTok's U.S. operations alongside Silver Lake and Andreessen Horowitz. Oracle's stock jumped on Tuesday as investors caught wind of this unlikely romance between enterprise software and viral dance videos. But before you dismiss this as just another tech acquisition, let's dig into why this deal could be Oracle's smartest move since Larry Ellison bought his first Hawaiian island. The Money Play: Why Oracle Wants TikTok Value Proposition #1: The Cloud Infrastructure Goldmine Here's where it gets interesting. Oracle just projected its cloud infrastructure revenue will explode from $10.3 billion in fiscal 2025 to $144 billion by […]