Oracle vs Indian IT: The Story of Builders and Renters

One week. That’s all it took for Oracle to shock the world.

• Stock jumped 40% in a single day.
• Market cap: $650 billion — four times TCS, ten times Infosys.
• Cloud infra revenue: set to grow 14× in five years.
• Larry Ellison: overnight, the richest man alive.

Everyone clapped. But very few asked: how did this happen?

Oracle Story

Decades ago, Oracle was not the giant we see today. It was a small company fighting to build something that did not exist: the relational database.

While the rest of the world was busy doing services, Oracle chose pain.

They built infrastructure.

They owned the foundation.

Every bank, every airline, every government department eventually had to run on Oracle. Once that base was laid, money multiplied without adding thousands of engineers. That’s the power of owning infra.

Indian IT Story

At the same time, India’s IT giants — Infosys, TCS, Wipro — were climbing a different ladder.

They discovered outsourcing.