Latest / Cloud Wars Live with Bob Evans
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…
The skinny
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