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Oracle CEO: We Can Beat Amazon and Microsoft Without as Many Data Centers

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Conventional wisdom in the public cloud market is that there are three leaders: Amazon Web Services followed by Microsoft Azure, and Google Cloud Platform.

Those companies assemble and sell massive arrays of servers, storage, and networking to businesses—most of which don’t want to build more of their own data centers. Towards that end, those three cloud superpowers alone spent roughly $31 billion last year to extend their data center capacity around the world, according to the Wall Street Journal, which tabulated that total from corporate filings.

By comparison, Oracle (ORCL, +0.02%), which is making its own public cloud push, spent about $1.7 billion. To most observers, that looks like a stunning mismatch.

But Mark Hurd, Oracle’s co-chief executive, would beg to differ. In his view, there are data centers and then there are data centers. And Oracle’s data centers, he said, can be more efficient because they run Oracle hardware and supercharged databases.

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