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Oracle Cloud World 2023 – Oracle
Momentum continues, fueled by AI
My POV: Oracle is on a
roll and Ellison / Catz are
investing in AI as if there
is no tomorrow. Broad
push across the vertically
integrated (and unique)
stack. Relative strength
vs. key competitors at
maximum height.
Oracle had its yearly user conference, CloudWorld in Las Vegas and
it was very well attended (15k+). Progress across the portfolio.
For more insights, please follow me @holgermu © Constellation Research & HMCC 2023 Wakelet- here, here & here. #CloudWorld
• Doubled attendance over 2022
• Best AI keynote in 2023: Larry Ellison
• The AI Vectors come to all Oracle DBs
• Fusion Apps continue network expanse
• HCM gains Worforce Management for
Healthcare, but Retail will go earlier
• Oracle Cloud is expanding locations and
bets on AI to be a gamechanger.

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1Slide - Event Report - Oracle Cloud World 2023

  • 1. Oracle Cloud World 2023 – Oracle Momentum continues, fueled by AI My POV: Oracle is on a roll and Ellison / Catz are investing in AI as if there is no tomorrow. Broad push across the vertically integrated (and unique) stack. Relative strength vs. key competitors at maximum height. Oracle had its yearly user conference, CloudWorld in Las Vegas and it was very well attended (15k+). Progress across the portfolio. For more insights, please follow me @holgermu © Constellation Research & HMCC 2023 Wakelet- here, here & here. #CloudWorld • Doubled attendance over 2022 • Best AI keynote in 2023: Larry Ellison • The AI Vectors come to all Oracle DBs • Fusion Apps continue network expanse • HCM gains Worforce Management for Healthcare, but Retail will go earlier • Oracle Cloud is expanding locations and bets on AI to be a gamechanger.