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Los ingresos de Oracle por infraestructura de nube se disparan un 121 %

La combinación de IaaS más SaaS aportó 11.600 millones de dólares de los 19.300 millones ingresados por la compañía durante su último trimestre.

La combinación de IaaS más SaaS aportó 11.600 millones de dólares de los 19.300 millones ingresados por la compañía durante su último trimestre.

En contexto

  • Tema: Cloud y Arquitectura — Nube pública, híbrida, costos y decisiones de infraestructura.
  • Fuente: Silicon España
  • Publicado: 11/09/2026

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Why it matters

The cloud conversation moved from migrate everything to deciding what goes where. That maturity is a good sign, but it also makes the discussion harder: there is no single answer any more, it has to be argued case by case, and very few people have the numbers to do it.

My reading goes through who sees the bill. In organisations where cloud cost reaches the team that generates it, spend organises itself. Where only finance sees the bill, spend grows and the discussion becomes a blind cut every year end.

What usually goes wrong

What I see fail most is the literal migration. The system gets moved exactly as it was, nothing redesigned, and you end up paying hourly for what used to be paid once. It works the same, costs more, and two years later somebody asks why it was done. Lift and shift is not modernising.

What to watch

  • Who sees the bill and in what detail: with no owner for the spend, the spend grows on its own.
  • Where the data physically sits and what local regulation demands about that.
  • What happens when the provider has an outage, because it will, and what keeps running meanwhile.

How I read this entry

What I would install alongside any move to the cloud is the discipline of switching things off. Tag everything by owner, review monthly what is running unused, and give somebody the authority to turn it off. Without that, waste eats the promised savings within two years.

The original story is published in another language; the excerpt is quoted as the publisher delivers it and the commentary is written in English.
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