Event CoverageOracle 2023 Analyst Meeting: Cloud and Database Tech, Generative AI-Powered Cloud Applications, Growth Trajectory John Harmon, CFA, Managing Director of Technology Research October 4, 2023 Reasons to ReadWe present insights from Oracle’s 2023 analyst day, held during its CloudWorld conference on September 21, 2023. With a focus on retail and cloud computing, we cover key metrics on Oracle’s Cloud Infrastructure business, the addition of generative AI capabilities to its cloud-app suites, and more. Companies mentioned in this report include: Adept, Amazon Web Services, FedEx, Google Cloud, Microsoft, MosaicML, Oracle Other relevant research: Oracle Retail Cross Talk 2023: Retail Platform Is Extended Further, Gets Wheels from Uber Integration Google Cloud Next 2023: Opening Keynote—Generative AI in the Spotlight Salesforce Connections 2023: Embedding Generative AI in the Marketing Cloud and Commerce Cloud All our coverage of generative AI and retail technology Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: June 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to RecoverThree Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicThe New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to Know