#cloudcomputing

Oracle is making a major push into artificial intelligence, investing heavily across its cloud infrastructure, enterprise applications, and data platforms to position AI as a core part of its business strategy.

Oracle ran up hard into late 2024 on AI and cloud optimism, pushing valuation well above its historical range. As rates stay higher for longer, the market is rotating out of expensive AI-adjacent names and back toward near-term cash flow certainty.

At the same time, Oracle's cloud growth narrative is under scrutiny. OCI is growing, but not fast enough to justify premium multiples versus hyperscalers like AWS and Azure. Any hint of slower bookings, margin pressure from data center spend, or conservative guidance has been enough to trigger derisking.

Cloud Service team should be fired. What a terrible account system they designed or managed…. Why is so complicated… And people in the team are rude, lazy and ignorant

https://siliconangle.com/2026/02/10/teradata-tops-expectations-public-cloud-momentum-stock-surges/

We're crushing it!! Good work everyone ♥️

With the move to the cloud for all customers, will they get rid of all the VMware people ?

Just got the call from my boss. Not sure how many other folks are being impacted. Good news is that I still had some old school vacation banked up.

Neustar sold OneDev and OneTru to TU. OneDev 1.0 was a failure. Then They moved to OneDev 2.0. That too failed big time. Once that too failed, they moved the Neustar execs running these two to OneTru. OneTru is failing fast. Initially they wanted everything to be moved to OneTru AWS. Now they want to move to OneTru GCP when it is not close to production ready. Whenever the lips of SVPs and EVPs are moving, you know they are lying. The environment is absolutely toxic.

https://www.theregister.com/2025/10/30/ibm_cloud_experiencing_quantum_computer/

Remember what CEO AK said, quantum is the next "AI"... whatever that means!

What’s the opinion on this words from MD?

“ Over the past two years, we have built one of the most efficient, data-driven cloud environments in our history, cutting costs, boosting performance, and shrinking our carbon footprint at the same time.
Through smarter architecture, tighter governance, and cross-functional discipline, we've saved double digit millions and improved computing performance all while reinvesting those savings into new digital experiences that elevate how we serve athletes around the world. 🚀
This transformation isn't just about cost, it's about capability. It's about unlocking faster performance, smarter scaling, and stronger resilience. It's about building smarter, recovering faster and managing better through tagging, infrastructure-as-code, and managed platforms. Savings is one of the many outputs.”

Amazon.com Inc. plans to cut corporate jobs in several key departments, including logistics, payments, video games and the cloud-computing unit, according to people familiar with the matter.

https://www.latimes.com/business/story/2025-10-27/amazon-plans-to-cut-corporate-jobs-across-core-departments

Now we all know our executives are extremely incompetent, everyone knows that.
An underrated part of how incompetent they are, is the “modernization” effort to transition from on prem to being Microsoft’s bi--h on Azure’s pricing leash.
Now you see, Jensen Huang, Meta, innovative companies, buying and building these data centers,
We sold our house in 2009 after the crash, people won’t think about it now, but data centers are only increasing in value, and we sold at rock bottom as always.

• Title: SAP restructures Palo Alto office, cuts 82 roles - Silicon Valley Business Journal
  • Description: SAP is laying off 82 employees at its Palo Alto office as part of a global restructuring. The company is reallocating resources towards new technologies like AI and cloud computing. This layoff is part of a plan to continuously optimize its workforce, affecting 1% to 2% of employees worldwide.
  • Source: Silicon Valley Business Journal
  • URL: https://www.bizjournals.com/sanjose/news/2025/10/07/sap-layoff-palo-alto.html

• Title: SAP America lays off dozens at Palo Alto research center
  • Description: SAP America, the U.S. branch of the German software company, is permanently cutting 82 jobs at its research facility in Palo Alto. This was officially reported in a state-required Worker Adjustment and Retraining Notification (WARN) filing. The layoffs will take effect on November 21.
  • Source: KRON4
  • URL: https://www.kron4.com/news/technology-ai/sap-america-lays-off-dozens-at-palo-alto-research-center/

• Title: SAP cuts dozens of Bay Area jobs as part of new layoff strategy
  • Description: SAP is laying off 82 employees in Palo Alto as part of a broader, multiyear restructuring effort. The company is shifting away from large-scale reductions in favor of a "continuous optimization" strategy, which involves smaller, annual job cuts. This approach is likened by a CFO to "brushing your teeth," and is intended to streamline operations and focus on emerging technologies.
  • Source: San Francisco Chronicle (hosted on MSN.com)
  • URL: https://www.msn.com/en-us/money/human-resources/sap-cuts-dozens-of-bay-area-jobs-as-part-of-new-layoff-strategy/ar-AA1O2vhJ?ocid=BingNewsVerp

• Title: SAP America lays off dozens at Palo Alto research center
  • Description: An international software and IT company, SAP, is reducing its workforce at its Bay Area facility. Eighty-two workers at the Palo Alto research lab will be permanently laid off. This is a strategic move to focus on new areas, including AI and cloud computing, which are key to the company's future.
  • Source: KRON4
  • URL: https://www.kron4.com/news/technology-ai/sap-america-lays-off-dozens-at-palo-alto-research-center/

• Title: Tech companies plan hundreds of Bay Area job cuts in fresh layoffs
  • Description: Several tech companies are planning hundreds of job cuts across the Bay Area, adding to the region's employment uncertainty. The article mentions the SAP layoffs and other reductions at companies like Google. These cuts are attributed to various factors including tariff issues, China's economic woes, and high business costs in California.
  • Source: The Mercury News
  • URL: https://www.mercurynews.com/2025/10/08/economy-jobs-tech-bay-area-google-layoff-work-chips-oracle-web-internet/

• Title: SAP cuts dozens of Bay Area jobs as part of new layoff strategy
  • Description: SAP has laid off 82 employees in Palo Alto as part of a global strategic shift. The company is moving toward a model of consistent, smaller annual workforce reductions to keep pace with industry changes driven by AI and cloud technology. This new approach has drawn criticism from employee representatives, who worry about its long-term impact.
  • Source: San Francisco Chronicle
  • URL: https://www.sfchronicle.com/tech/article/sap-layoffs-palo-alto-21089194.php

We need the Vintage engineer! STAT!

Summary

Teradata Corporation continues to face persistent declines in revenue, earnings, and FCF, reinforcing the value-trap case for the stock despite trading at just 10x forward P/E.

Total revenue is expected to decline for the seventh straight quarter in 3Q on a YoY basis (excluding the nearly flat growth in 3Q FY2024), driven by deals that.

Low-end cloud migrations are largely complete, but the company is struggling to win over large cloud customers, as shown by the declines in recurring revenue.

Cloud ARR is expected to grow 14% to 18% YoY for FY2025, showing no growth acceleration in 2H FY2025.

Large deal delays and slow customer adoption highlight execution issues, with TDC losing market share to cloud competitors such as MSFT, GOOGL, SNOW, and Databricks.

If only the revolving door of CEO's and senior executives of Dixie had little forethought and understanding of where the industry was going!

Look at the Oracle results and Ellison's strategy - they built DC's anticipating the AI demand. Here we sold all the DC's and ripped them off from our asset list.

They never had strategy other than paying themselves off, by selling what was left!

Yeah, we’re sc--wed.

Hey,
After spending 24+ yrs at Oracle (recent 6~ yrs at OCI), is there any brand value for it? I do not find many recruiters reaching out on LinkedIn. Attempt to submit resume applying to jobs result in no response.

How does one go about improving response rate, get an attempt at interviews? Pl suggest.

I find it interesting that we’re transitioning to Microsoft Suite after recently moving to Google. Does anyone know why this change is specific to Citrix and not the other business units?

https://www.infoworld.com/article/4041727/ibm-cant-afford-an-unreliable-cloud.html

The article discussed "IBM Cloud experienced its fourth major outage since May,"

"These outages couldn’t come at a worse time for IBM. With healthcare, finance, manufacturing, and other industries increasingly depending on AI-driven technologies, companies are focused on cloud reliability. AI workloads require real-time data processing, continuity, and reliable scaling to work effectively. For most organizations, disruptions caused by control-plane failures could lead to catastrophic AI system failures."

"IBM has reached a critical juncture. In today’s competitive market, cloud reliability is the baseline expectation, not a value-added bonus. IBM’s repeated failures—particularly at the control-plane level—fundamentally undermine its positioning as a trusted enterprise cloud partner. For many customers, these outages may serve as the final justification to migrate workloads elsewhere."

"To recover, IBM must focus on transforming its control-plane architecture, ensuring transparency, and reaffirming its commitment to reliability through clear, actionable changes. Meanwhile, enterprises should see this as a reminder that resilience must be built into their cloud strategies to safeguard their operations, regardless of provider."

MY OPINION: I don't think that AK knows Cloud. It is supposed to be his background, but I think he is mediocre, but of course, a good politician and how he got the big gig.

Here's why I say this: If anything should not fail is CLOUD. This is where he can show whether he deserved the big job or not. If he can't get his domain of expertise right, then what can investors expect in terms of Quantum, AI, etc?

He was working on this cr-p years before he got the big job.

Investors: Hey, AK, if you can't figure Cloud out after all these years, how can we trust you with the rest?

IN MEXICO ORACLE IS DOING LAYOFFS TO OCI TEAMS

Why we have so many incompetent and unqualified people in Sr leadership role in Technology ? Cloud program is a joke with PC , AC etc.. they just got surrounded or shielded by people who should not be in the employment. Is it same everywhere ?

https://www.sdxcentral.com/news/att-cto-touts-millions-of-5g-sa-connections/