Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?

Key Takeaways Oracle posted 44% cloud revenue growth and $553B RPO, signaling strong AI-driven demand.Alibaba saw just 2% revenue growth and a 66% net income drop amid heavy AI spending.Oracle raised FY27 revenue outlook to $90B, while Alibaba faces leadership exits and risks.Oracle Corporation (ORCL) and Alibaba Group Holding (BABA) are two of the world's most ambitious technology companies, each investing heavily in cloud infrastructure and artificial intelligence. Oracle is a U.S. enterprise software tit ...