As Oracle Evolves, Larry Ellison Rocks On

In this episode of the Cloud Wars Minute, sponsored by CLOUDVICE,
I review the moves of Larry Ellison and Oracle over the past few
years in anticipation of what's to come at Oracle AI World 2025.


Highlights


00:15 — CLOUDVICE is the winner of the 2025
Oracle North America Technology & 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.” Learn more about CLOUDVICE at Oracle AI
World 2025 here: CLOUDVICE to Showcase its AI Orchestration and
Oracle Cloud Expertise at Oracle AI World 2025.


00:26 — This week, at AI World, it will be
interesting to see what Oracle and Larry Ellison cook up. The
company has two new CEOs, Mike Sicilia and Clay Magouyrk, as
Safra Catz has moved over to the role of Executive Vice Chairman.
It has lots of new technology, go-to-market plans, partnerships,
approaches, strengths, and capabilities.


01:00 — Ellison is now in his 49th year of
leading Oracle and 82nd year on Earth — and he has been
remarkable. His rate of innovation and constructive disruption
has only increased this year. And that's what leads me to think
that this year, there could be something pretty interesting
brewing.


01:32 — Over the past couple of years, he has
taken on hyperscalers and cloud infrastructure against three of
the biggest, most powerful, wealthiest, and most influential
companies: Microsoft, Google, and Amazon. And Oracle has been
extremely successful at it. He also got these competitors to
agree to sell the Oracle database on their clouds to their
customers.


02:53 — Ellison even wooed OpenAI into a
massive, strategic partnership that includes a $300 billion deal
to supply infrastructure and AI inference and training. I
believe this is the largest business deal ever struck. There
might be others, please let me know. But that's what I think is
up at the top.


03:50 — Reflecting on the arc of what Ellison
has done over the last few years, shaking up Oracle and the
industry, it makes one think about what he might do at AI World
this year. I suggest expecting the unexpected, as he's not one to
let things sit still with the rapidly advancing AI Revolution.


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