In today's Cloud Wars Minute, I look at why private-data inferencing may be the next trillion-dollar AI market

Highlights

00:28 — Larry Ellison's grand AI plan for 2026 is centered on the holy grail for CEOs, boards of directors, and business leaders. They’re looking to unlock the power of all their data for AI reasoning and inferencing. Oracle’s promise is that Oracle’s solutions are going to allow companies to be able to reason and do inferencing on all of their private data, and to do so very securely.

01:24 — Here are the pieces that he said are going to come together for this: the existing Oracle databases and all the data that’s in them plus now the new Oracle AI Database. They’ve got their Oracle Applications, Oracle Cloud Infrastructure. All of those pieces are coming together.

02:59 — We’ve all heard about training AI models. He said that is a spectacularly huge and fast-growing business. But, he said, when you then take that away from training the models and get it into the corporate world, to be able to do the reasoning over and inferencing on private corporate data, he said that’s an even bigger market than training AI models.

03:24 — And he said Oracle is going to be right in the thick of these two — the largest and fastest-growing markets in history — now in the Cloud Wars. Oracle, I believe, has taken the lead position in saying, “We cannot just outline it and describe it. We can do it. We can deliver it, and we can do that now.” This is where Ellison has helped to distinguish Oracle from all other competitors.

04:08 — He’s done this for the last half century, and I think at this point, with some of the different pieces he’s put together, we’ve got to position Oracle as the leader — at least right now — in enabling the fulfilment of this Holy Grail, where companies are able to unlock and unleash the power of all of their data for AI applications and AI purposes, leading the way into the AI economy.

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