Tuesday, September 16, 2025

Larry Ellison’s Vision for Oracle to Dominate the Multi-Trillion-Dollar AI Market

Oracle’s Ambitious AI Vision: What Lies Ahead?

Larry Ellison’s recent insights during Oracle’s Q1 earnings call resonate with both ambition and foresight. While Safra Catz unveiled staggering financial results, Ellison focused on the transformative potential of AI that could reshape industries.

Key Highlights:

  • Stunning Financial Performance: Oracle’s RPO surged 359% to $455 billion.
  • Rapid Growth in Cloud Infrastructure (OCI):
    • FY26: $18B (up 77%)
    • FY27: $32B (up 44%)
    • FY28: $73B (up 128%)
    • FY29: $114B (up 56%)
    • FY30: $144B (up 26%)
  • AI Inferencing is Key: Ellison emphasizes that AI inferencing will dominate even more than training, impacting diverse sectors from healthcare to finance.

Ellison asserts that Oracle’s legacy in data management uniquely positions it to thrive in this multi-trillion-dollar market.

Join the Conversation:
Share your thoughts on AI’s future! How do you see Oracle reshaping this landscape? Let’s discuss! #AI #Oracle #DataRevolution

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