Mahesh Thiagarajan on Oracle Cloud Strategy and Innovation | Cloud Wars Live

Cloud Wars Live with Bob Evans · Nov 5, 2025 · 17m

In today's Cloud Wars Live, Mahesh Thiagarajan, EVP, Oracle Cloud Infrastructure, speaks with Bob Evans about Oracle’s bold strategy to lead in the AI infrastructure race. He details how Oracle is scaling zeta-level compute, launching a 1.5 gigawatt GPU campus, and engineering full-stack solutions that combine bare-metal hardware, custom networking, and advanced software. With OCI’s rapid innovation and massive scale, Oracle is positioning itself as a serious challenger to cloud incumbents like AWS, Microsoft, and Google Cloud.

Scaling AI at Oracle

The Big Themes:

Enterprise Data Continuity…