Quotesby GlyphOracle leaders on AI, quotes with sources
11 quotes from Larry Ellison, Safra Catz
- Oracle sold Ampere because we no longer think it is strategic for us to continue designing, manufacturing and using our own chips in our cloud datacenters...
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- We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers. Of course, we will continue to buy the latest GPUs from NVIDIA, but we need to be prepared and able to deploy whatever chips our customers want to buy. There are going to be a lot of changes in AI technology over the next few years and we must remain agile in response to those changes.
- Every quote from Larry Ellison
- Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars.
- This revolutionary new cloud service enables the tens of thousands of our database customers to instantly unlock the value in their data by making it easily accessible to the most advanced AI reasoning models.
- Cloud Infrastructure growth rate is expected to increase from 50% in FY25 to over 70% in FY26. And RPO is likely to grow more than 100% in FY26.
- We have now signed cloud agreements with several world leading technology companies including: OpenAI, xAI, Meta, NVIDIA and AMD. We expect that our huge $130 billion sales backlog will help drive a 15% increase in Oracle’s overall revenue in our next fiscal year beginning this June.
- With our remaining performance obligation (RPO) up 50% to $97 billion, we believe our already impressive growth rates will continue to climb even higher. This fiscal year, total Oracle Cloud revenue should top $25 billion.
- Oracle trained AI models and AI Agents will improve the rate of scientific discovery, economic development and corporate growth throughout the world. The scale of the opportunity is unimaginable.
- Demand for our Cloud Infrastructure and Generative AI services is increasing at an astronomical rate...
- Simultaneously we are building dozens of new datacenters in countries all over the world. Demand is over the moon.
- Is Generative AI the most important new computer technology ever? Maybe!
About Oracle
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Companies: Company profile · Acquisitions: 1 acquisition · Earnings: Next earnings 2026-12-09 · Paydays: Pay schedule · TechConf: 6 conferences
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