> Ellison showed off a new Oracle Dense Cloud IO bare metal cloud server offering that will provide developers with 36 CPU cores, 512GB of D-RAM, and 28.8TB of SSD storage. AWS isn't merely about the compute. EC2 is just part of a larger ecosystem of infrastructure services that has been built out by amazon over the past 10 years. If Oracle thinks they can beat that, then more power to them but I'm not quite convince…
Exactly. The idea that Oracle can catch up based on pricing & machine specs ("36 CPU cores, 512GB of D-RAM") is really naive.
My current position on this is that IaaS is pretty much over. Aliyun & AWS seem like they're going to dominate. Microsoft & Google & others fight for the rest. Maybe, just maybe, Oracle will catch up with the 'small' players, but I doubt Microsoft++ or Google will be sitting on their hands wondering how much DRAM Oracle is going to wow us all with next.