Oracle just named two co-CEOs and doubled down on an AI-first future. Jeff Lazarto explains how OCI’s gigawatt-scale GPU superclusters, Oracle’s vectorized “AI database,” and application-layer AI agents could make Oracle the standard for AI training and—soon—enterprise inferencing. He also highlights what this means for customers evaluating Oracle today: timing, deal leverage, and a practical path from on-prem to cloud/Fusion.
Key Points:
- Why big AI players are choosing OCI for training; cost/performance narrative.
- Oracle’s bet that inferencing (AI agents doing work) will dwarf training.
- The “AI database” and data privacy posture across models.
- Leadership update: co-CEO model aligning apps vs. infra.
- Customer takeaways: leverage, migration paths, and contract strategy.