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Enterprise hits and misses - retailers get ready for the vaccine economy; Silicon Valley reels from corporate exits as the workforce changes


Electronics Supply Chains Are Staying Put In China, For Now - I enjoy linking to Forbes articles as much as I like watching personalized adverts on YouTube, but this one is worth a look, given the supposed supply chain upheaval away from China didn t exactly happen.
SAP TechEd 2020: Low-Code/No-Code to the Rescue? - ASUG with a detailed summary of the SAP TechEd news milestones, with low-code/no-code getting SAP TechEd keynote attention for the first time.
Oracle moves its HQ from California to Texas - the Silicon Valley corporate exodus continues. Is this the impact of the pandemic economy? Oracle admits as much, citing a more flexible employee work location policy. ....

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Ellison pledges data center build out after a Q2 when demand outstripped supply for Oracle Cloud Infrastructure


Ellison pledges data center build out after a Q2 when demand outstripped supply for Oracle Cloud Infrastructure
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Summary:
Oracle turns in a steady Q2 as Larry Ellison flags up ERP successes and OCI demand outpacing capacity.
Oracle turned in Q2 numbers with total revenue up two percent year-on-year to $9.8 billion with a net income of $2.44 billion, up from a comparable $2.31 billion last year, as demand outran capacity for the firm’s Oracle Cloud Infrastructure (OCI) offering.
Cloud services and license support revenue was up 4% to $7.1 billion, but cloud license and on-premises license revenue fell 3% to $1.09 billion. Hardware was also down 3% to $844 million while services revenue fell 7% to $752 million. ....

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