Oracle server hardware sales on the rebound, but the real driver of growth is in the cloud.
Larry Ellison claims he's regularly beating IBM for big server deals as Oracle Engineered Systems take off.
Oracle boosts compute performance and storage capacity in the latest generation of Exa-Class systems.
The new zettabyte file system-based storage systems offer the option of running without Oracle servers or software.
Oracle's overall hardware business continues to slip, but its Engineered Systems are headed in the right direction.
Software updates in the new Exalogic servers boost virtualization options for the Oracle engineered systems.