Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move

Oracle’s specific role goes far beyond writing a check. The company has been designated as the Trusted Technology Partner. In the world of commercial real estate, this is comparable to a construction company buying a stake in a massive skyscraper to ensure it is the only one allowed to handle maintenance and renovations forever. This setup effectively locks out cloud competitors such as Amazon's (NASDAQ: AMZN) Amazon Web Services (AWS) and Alphabet's (NASDAQ: GOOGL) Google Cloud. By holding the keys to the ...