Oracle leaders on AI, quotes with sources

11 quotes from Larry Ellison, Safra Catz

11 of 11 quotes, newest first

Date	Quote	Context	Source
Dec 10, 2025	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...Larry EllisonDec 10, 2025· Earnings	EarningsOracle Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Dec 10, 2025	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.Larry EllisonDec 10, 2025· Earnings	EarningsOracle Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Sep 9, 2025	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.Safra CatzSep 9, 2025· Earnings	EarningsOracle Q1 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Sep 9, 2025	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.Larry EllisonSep 9, 2025· Earnings	EarningsOracle Q1 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Jun 11, 2025	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.Safra CatzJun 11, 2025· Earnings	EarningsOracle Q4 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Mar 10, 2025	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.Safra CatzMar 10, 2025· Earnings	EarningsOracle Q3 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Dec 9, 2024	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.Safra CatzDec 9, 2024· Earnings	EarningsOracle Q2 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Dec 9, 2024	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.Larry EllisonDec 9, 2024· Earnings	EarningsOracle Q2 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Dec 11, 2023	Demand for our Cloud Infrastructure and Generative AI services is increasing at an astronomical rate...Safra CatzDec 11, 2023· Earnings	EarningsOracle Q2 FY24 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Dec 11, 2023	Simultaneously we are building dozens of new datacenters in countries all over the world. Demand is over the moon.Larry EllisonDec 11, 2023· Earnings	EarningsOracle Q2 FY24 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Sep 11, 2023	Is Generative AI the most important new computer technology ever? Maybe!Larry EllisonSep 11, 2023· Earnings	EarningsOracle Q1 FY24 earnings release (SEC Form 8-K, Exhibit 99.1)	Source

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