Oracle Road to $225B: AI Everywhere!

In today's Cloud Wars Minute, I share Larry Ellison’s bold vision
of the AI market as the biggest in history — and how Oracle plans
to lead it.


Highlights


00:14 — Well, this is my final report here from
Oracle AI World in Las Vegas. At the Financial Analyst Meeting
yesterday, Oracle unveiled some truly extraordinary numbers. It
said that by fiscal year 2030, its revenue is going to grow from
$57 billion, about a 4x increase over that period. The strategy
it has for that is "AI Everywhere."


01:24 — Here are the Oracle Cloud Infrastructure
(OCI) growth numbers: FY25 (just completed as of May 31): $10
billion. FY26: $15 billion. FY27: $34 billion. FY28: $77 billion.
FY29: $129 billion. FY30: $166 billion. That growth, plus its
applications business and its traditional business totals up to
the $225 billion goal.


03:39 — It's also got the database business.
Powered by the AI revolution and demand for the AI database 26AI,
it believes its database business could reach $20 billion by
FY30. Larry Ellison even said it’s possible that the multi-cloud
portion could contribute almost that much during this time. It’s
a mix of technology, strategy, timing, hard work, and talent
that’s brought Oracle to this point.


04:19 — Clay Magouyrk, one of the two new CEOs
at Oracle, said Oracle now has 700 AI infrastructure customers
and that it’s growing extremely rapidly. “I believe the average
deal size for those customers is $67 million,” he said.


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