...really meeting the needs of IT application owners and business owners and that's where our expertise is and that's where we can add value.
In the past we've seen things such as Oracle linking into Amazon Web Services. Do you see it happening with the cloud, where I can structure an application so it's in the Oracle platform-as-a-service, but I can reach out and consume other clouds as well?
I sure hope so. I don't know if you need to reach out to other clouds to get scale. We have the elasticity built in.
The value of integrating with other clouds is that people are going to have a lot of different services, and they are going to choose to host them in different places. So, what you really have to do is make it simple for people to link their clouds together, so they have a common business process.
I don't know of many people who are doing true cloudbursting, [where] I have an environment in one place and I'm going to, all of a sudden, on-demand provision something else and link it together. There's a lot of synchronisation and there's a bandwidth pipe limitation there.
Think about what it takes to truly do cloudbursting. You have to have a total transactional data sync between any repository that you've got. If you have any amount of data getting into your database, that's going to be a hard thing to synchronise. The other thing is you have to support wide-area reprovisioning, so you can relocate all the sessions from one environment to another. I don't know of many IT guys who are thinking of that.
What I do see are a lot of them saying they want to have a blended cloud environment — a disaster recovery strategy where they have one cloud and another hot cloud standing by in case a disaster or something were to go wrong. Oftentimes, their premises are going to be the primary and the Oracle Cloud could be the hot standby, so all they have to do is get a reasonable amount of data over and then flip the switch.
I believe there's only going to be room for three big clouds in the world, and just on the basis alone of the ambition we've got, Oracle is going to be one of those three.
What can we expect to see in terms of innovation and forward development? How big is it going to get?
I'd be surprised if every Oracle customer doesn't try our cloud at some point. We have 305,000 customers around the world.
We're the only cloud that has a complete set of applications and a platform with it. We're the only vendor that does that, so we're going to be one of a kind. I believe there's only going to be room for three big clouds in the world, and just on the basis alone of the ambition we've got, Oracle is going to be one of those three. On that basis, we're thinking pretty big.
That implies a lot of capital spending on datacentres. How much will it cost?
It's not a cheap capital proposition, for sure. There's a lot of hardware, but you know what it is? It's still cheaper than our customers having to do it themselves.
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