Oracle's CEOs: AI, Data, Infra Drive Great Business Outcomes

In today's Cloud Wars Minute, sponsored by CLOUDVICE, I
explore how Oracle’s new CEOs, Mike Sicilia and Clay Magouyrk,
are steering the company deeper into the AI revolution


Highlights


00:00 — Today’s episode is brought to you by CloudVice, winner of
the 2025 Oracle North America Technology and Cloud AI Innovation
Partner Award. “We’re honored to receive the 2025
Oracle North America Technology & Cloud AI Innovation Partner
Award, a recognition that underscores CLOUDVICE’s
unwavering commitment to advancing enterprise AI on Oracle
Cloud,” said Jaison Correya, CEO of
CLOUDVICE. “This achievement reflects the breakthrough
projects and real-world transformations we’ve delivered with
Oracle — and at Oracle AI World 2025, we took that vision even
further by unveiling CORX, our
next-generation platform where AI thinks, Cloud
scales, Blockchain verifies, and Robotics acts. It
represents the next leap in intelligent automation and the future
of real-world autonomy."


00:25 — So, we’re beginning to hear the
strategies Oracle’s two new CEOs are taking. That’s Mike Sicilia
and Clay Magouyrk. It’s clear they think that Oracle’s supremacy
in data and infrastructure is going to make them successful in AI
— to the point that their main focus is: how do we drive great
customer outcomes using AI services?


01:20 — And Oracle’s plan, which they’ve been
talking about a little bit and will unveil this week in much more
detail, is that while LLMs currently work with public internet
data, they’re going to make available — very securely, privately,
and with all requisite compliance — enterprise data that also can
be accessed by those LLMs.


02:21 — Clay Magouyrk talked a bit about the
work Oracle has done to reach the point where its infrastructure
is seen as superior. Magouyrk said that inside Oracle, the idea
came up — “What if we shrunk the cloud down to a very tiny size?
Could we get better performance, and could we give more
deployment options to customers?” — it turned out that was
exactly the case.


03:28 — This week at Oracle AI World, they’re
going to introduce a new cloud bundle that has three racks — from
40 to three. Also, the stunning multicloud agreements that Oracle
has reached with other hyperscalers — Microsoft, Google Cloud,
and AWS — mean that those three competitors of Oracle sell the
Oracle Database to their customers through their own clouds.


04:21 — Because for all the things Oracle has
done in its first 48 or 49 years, the next five years, triggered
by all these changes we’ve just described, are going to be very
different. Sicilia said, “One of the things you can count on as
we move forward into those next five years is that we are
currently, at Oracle, taking a very different approach.”


Visit Cloud Wars for more.