Oracle is not an enterprise AI bellwether
Today: Wall Street dreams that Oracle could be the new face of enterprise AI will be deferred, Qualcomm hedges its Arm server chip bets, and the latest enterprise moves.
Nishita Henry's job involves helping Deloitte's clients find opportunities and avoid problems while operating on AWS. After several years of rapid change for clients that needed a cloud computing strategy, another disorienting time has arrived thanks to the rise of generative AI.