Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push

AI summary

Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce is layering AI agents onto the workflow software enterprises already run. Both are betting big. Only one is doing it with debt. IaaS Carries Oracle. Agentforce Carries ... Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push