The Architecture for AI Is Different When Your Customers Already Run the Most Scalable RDBMS in the Industry—and It Is Very Compelling
Oracle reported a mixed second quarter and said it has sold its Ampere unit because it's not strategic to design and manufacture its own chips. Oracle CTO Larry Ellison said, "we are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers."
ConstellationTV episode 118 covers the latest enterprise tech developments, creative advertising solutions, and strategic pivots from leading organizations.
Oracle's Fusion applications business can't compete in buzz or growth rates compared to Oracle Cloud Infrastructure (OCI), but you'd be wise to pay attention to the software plan. Yes Virginia, Oracle is still a software company.
Oracle CTO Larry Ellison is never short of words. In his annual keynote at Oracle's AI World conference (previously Cloud World), Ellison held court for nearly two hours and riffed on a bevy of big AI ideas.
Oracle launched Oracle Autonomous AI Lakehouse and AI Data Platform as it extends its database dominance into broader AI platform ambitions. The company also expanded a partnership between Oracle Cloud Infrastructure and AMD.
Oracle's first quarter earnings and revenue fell short of expectations, but remaining performance obligations growth of 359% overshadowed the results. Free cash flow has been negative the last two quarters.
Oracle said it has deployed OpenAI GPT-5 across its applications and database portfolio in what amounts to more choices for Oracle customers and additional distribution for OpenAI.
