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What changedThe latest comparison adds a useful measure of how much AI demand is reaching Microsoft’s software business: Microsoft 365 Copilot has passed 30 million paid seats, and EY has rolled out the E7 suite to 400,000 employees, according to 24/7 Wall St. Microsoft’s Azure revenue also topped $100 billion for the first time in its fiscal year.
Oracle’s cloud infrastructure revenue rose 121% in its fiscal first quarter, the article says. GPU usage reached 97.9%, and capacity coming up for renewal was renewed or resold at a 20% premium.
One important qualification: Oracle expects about half of its remaining performance obligations to convert to revenue over 36 months, while Microsoft’s reported backlog growth excluding OpenAI was 25%. Those figures add texture to the comparison, but a backlog is still not cash in the bank.
Sources and evidence- Microsoft Vs. Oracle: Same 2-Pronged AI Strategy, Very Different Outcomes – 24/7 Wall St.: 24/7 Wall St. adds evidence of Microsoft 365 Copilot adoption and Oracle GPU demand, plus further figures relevant to the companies’ AI-cloud growth and funding comparison.
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