Larry Ellison Maps Out Oracle's Trillion Dollar AI Plans

In today's Cloud Wars Minute, I break down how Oracle’s $455
billion RPO surge is being driven by Larry Ellison’s bold vision
to lead not just in AI training — but in the even larger market
of AI inferencing.


Highlights


00:46 — First, Ellison talked about AI training.
Then, he discussed AI inferencing, which will be much, much
bigger than AI training. Ellison said that AI inferencing will be
used for everything — from robotic cars, robotic factories, and
robotic greenhouses, to biomolecular synthesis to come up with
new drugs.


01:20 — He said, “We think Oracle is
particularly well-positioned to go after this because of Oracle's
history.” He said AI inferencing is the key, and Oracle is going
to succeed because it's going to be able to provide data of
multiple types for businesses that they can then use with these
AI-trained models to be able to answer any sort of questions.


02:33 — So Ellison thinks, therefore, business
customers using Oracle Database and Oracle AI, Oracle
inferencing, will be able to get any question answered they want,
and that will also help them develop the AI agents that Oracle
goes deeply into. Ellison and Oracle are redefining the whole
nature of what data means, what AI means, what's possible.


03:42 — CEO Safra Catz said she thinks that it
won't be long before Oracle has RPOs above half a trillion
dollars. So they're doing some remarkable things. Larry Ellison
has always been a master of the long game. We're really seeing
this play out here, and it's, I think, very interesting to see
how he perceives these two multi-trillion dollar markets


04:15 — The Oracle way is to go after them both,
AI training and AI inferencing. No doubt there'll be lots of
competitors. It's going to be a great market — great
opportunities for businesses. And as we always say, the biggest
winners in the Cloud Wars are always, always the customers.


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