Core Insights - Google has appointed Kobi Bar Nathan as the new CFO for its cloud business, previously holding a similar position at Oracle, which may intensify competition in the industry [1][2] - Google Cloud has become a highlight for the company, showing consistent profitability after years of losses, despite lagging behind Amazon and Microsoft in market share [1] Group 1: Company Developments - Kobi Bar Nathan officially took on the role of Google Cloud CFO this month, having previously worked at Oracle and Microsoft in cloud-related financial roles [1] - Google Cloud's current CEO, Thomas Kurian, also transitioned from Oracle in 2019 due to strategic disagreements [1] Group 2: Market Position - According to Synergy Research Group, Google and Oracle hold the third and fifth positions in the cloud market, respectively, with significant gaps compared to Amazon and Microsoft [1] - Google is investing resources into its cloud business, particularly as it plays a central role in the company's overall AI strategy [1] Group 3: Competitive Landscape - Oracle is also expanding its influence in the AI sector, having formed a joint venture with OpenAI called "Star Gate" to provide substantial computing power [2] - Google has not yet commented on Bar Nathan's appointment, while Oracle has not responded to requests for comments [2]
谷歌云(GOOGL.US)任命新CFO:甲骨文(ORCL.US)财务高管转投 剑指AI云市场