Oracle Drives Competition in the Growing Market for Arm-Based Cloud Compute

Summary Bullets:

C. Drake

• Oracle’s new Arm-based compute service offers several advantages over x86 alternatives, which will help Oracle extend its reach to new markets.
• Longer term, however, Oracle should expect to face increased competition from key rivals as they add Arm-based cloud services to their portfolios.

The launch of Arm-based instances on Oracle Cloud Infrastructure (OCI) will help Oracle extend its reach to new market segments, including the Arm app developer community.  Longer term, however, Arm-based servers are likely to play a much greater role as a destination for cloud workloads, coexisting in cloud data centers with x86 alternatives.  Oracle should expect to face increased competition from key rivals, including Microsoft Azure, Alibaba, and Google Cloud, as they add Arm-based cloud services to their existing portfolios.

UK Enterprises Heading for a High-Fiber Diet

Summary Bullets:

• CityFibre is reportedly in talks over a GBP 1 billion stake sale to fund further UK fiber rollout.
• BT has also stated that it is looking for a joint venture partner to invest in Openreach’s extended fiber rollout.

You wait years for a full-fiber rollout; then three come along at the same time. UK infrastructure providers have been looking to accelerate their fiber network rollouts, increasingly with the backing of financial/institutional investors.