Larry is 75 years old. Does anyone here think adding mostly 2,000 bods in India is going to do anything to increase Oracle's "cloud" offerings before Larry moves on to the actual cloud?
The cloud game is all over for Oracle as a meaningful player. Over in Ashburn, VA. they are cross connecting their "cloud" to Azure. Thus opening up all Oracle customers to the expanding delights of an actual global scale cloud platform imbued with every sort of application you can think up and owned by Microsoft.
As Oracle slips further off into last gen status, its share price falls to the level where it makes sense for Microsoft to pay to buy the Oracle customer base and consolidate its position in cloud world vs. AWS.
I do love the silly idea that Larry thinks the shareholders are so stupid that this stunt will prove Oracle is serious about building "the world's best cloud" as he says.
Larry, Larry, Larry - go sailing while you can still hoist a jib and sell the biz if you can.