What to Expect from Oracle's Report

The transcript discusses Oracle's growth in the infrastructure sector, particularly with OCI, and its competitive position in the application market against SAP and Workday. It highlights the early stage of AI in the industry and its potential revenue impact in the coming years. Oracle's acquisition strategy, including recent purchases like Cerner, is also covered, emphasizing its vertical market approach and efficiency in mergers and acquisitions.

In what ways is Oracle's AI strategy still in its early stages, according to the text?

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What verticals has Oracle focused on for its business growth, and how is this strategy perceived?

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