In today's Cloud Wars Minute, I report live from Oracle AI World, where speed and innovation are front and center.

Highlights

00:13 — Here at Oracle AI World in Las Vegas, you can see there's lots going on. It's almost like the new tagline for Oracle — AI changes everything. Oracle is one of the very few companies — maybe the only one — that goes end-to-end: from cloud infrastructure, AI infrastructure, AI inferencing, databases, applications, industry-specific solutions, analytics, and more.

01:00 — Some of the big ways it's doing this include: the new AI Database 26. There’s the new AI data platform it's launched. In OCI, it's launched the ZetaScale Cluster 10 for AI. There are AI-powered features now embedded in its Fusion Applications. They introduced many new features for Agent Studio and also the Agent Marketplace.

02:00 — There’s much more going on at this show. I’ve been to a lot of Oracle events, and I think this one is by far the most ambitious, the most sweeping, and really, in a way, the most innovative in terms of product launches. Larry Ellison is strongly behind the notion that AI changes everything. That’s even reflected in the name change. For several years, it was CloudWorld — now it’s AI World.

02:58 — The customers featured here say speed is an advantage. First-mover possibilities. They know they’ve got to move on these things. They can’t wait, because companies that get an early jump on AI are going to have a huge advantage.

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