Latest / Cloud Wars Live with Bob Evans
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…
The skinny
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