These big companies don't like uncertainty in their IT platform though. And this apparent lack of commitment to Java EE without any communication could scare them away.

We can only speculate what's going on at Oracle. Some options come to mind: 1) the JCP is moving too slowly to keep up with the changing IT landscape 2) Oracle no longer sees benefit in standard APIs with competing implementations and interoperability. Maybe it's eyeing enviously Salesforces cloud lockin...