While giants like Microsoft, Google or Meta The headlines monopolize Regarding the AI and the rest of its technologies, Oracle has been silently positioned as the perfect intermediary in the technological pulse between Washington and Beijing. After The acquisition of Sun Microsystems In 2010 to be in charge of Java, a key piece for the operation of multiple technologies in our electronic devices, Oracle’s power was increasing. Now his record It expands thanks to the AI already its involvement in Tiktok’s agreement.
THE BUSINESS OF NOT CHOOSE BANDO. Oracle has built its strategy in being the neutral provider that does not directly compete with its biggest customers. While Amazon Web Services or Microsoft Azure can generate friction because of their direct competition, Oracle offers infrastructure without the threat of removing the business being present. This position allows you to work with both Openai and any rival, becoming the “mercenary” that everyone needs and nobody fears.
His role in the rescue of Tiktok. The White House has confirmed that Oracle will be key in the agreement to maintain operational Tiktok in the United States. The company will be in charge of security of the American version of the application, managing the data of the users from centers located in American territory. Bytedance will retain 20% of the property, but Oracle will control the critical infrastructure that reassures legislators concerned with national security.
More power, less prominence. While the big technological struggle to capture the attention of the final consumer, Oracle has chosen to remain in the shadow. His Cloud infrastructure business It does not have the glamor of social networks or AI attendees, but it has become essential. And the numbers accompany, because the company He has triggered his income Futures 359%, reaching 455,000 million dollars of capitalization thanks to contracts such as Openai worth 300,000 million to materialize the famous’PROJECT STARGATE‘.
The perfect intermediary strategy. Oracle has maintained a position of neutrality in recent years, which has allowed him to benefit from geopolitical tensions without taking part publicly. When the United States needs a Chinese alternative to technological infrastructure, Oracle is there. When the companies of AI They need computational capacity Without depending on direct competitors, Oracle is also available. A network of contacts has been worked from which he has taken a lot of profit.
The risks of success. This strategy is not exempt from dangers. The growing dependence of great contracts such as Openai turns Oracle into vulnerable to single -client. In addition, fulfilling such ambitious commitments will require significant indebtedness and an unprecedented infrastructure expansion. Its debt ratio on equity of 427% already overcomes that of competitors such as Microsoft, which is 32.7%, according to data of S&P Global Market Intelligence.
Cover image | Oracle
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