Simultaneously we are building dozens of new datacenters in countries all over the world. Demand is over the moon.
Words found on the source page on Nov 6, 2026.
More from Larry Ellison
FilingOracle Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)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...FilingOracle Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)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.FilingOracle Q1 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)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.FilingOracle Q2 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)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.FilingOracle Q1 FY24 earnings release (SEC Form 8-K, Exhibit 99.1)Sep 11, 2023
Is Generative AI the most important new computer technology ever? Maybe!
On the same topics
BlogBanning self-recursive improvement in AI models?Sep 22, 2026
If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute.BlogFrontier OverhangsSep 21, 2026
A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.BlogWhy I still haven't bought into true RSISep 19, 2026
I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics.BlogWhy I still haven't bought into true RSISep 19, 2026
It is important to not confuse massive steps in inference-time scaling, a dynamic which should be fairly predictable, with being the outputs of RSI, which is highly uncertain.PodcastDwarkesh Podcast: Agent swarms, alignment, and recursive self-improvementSep 17, 2026
If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar.FilingNVIDIA Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1)Aug 26, 2026
AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue...
Changes
Source checkOct 9, 2026
Larry Ellison's quote could not be checked: sec.gov did not answer the weekly check (HTTP 503); a later check found the words again.
About this quote
Quotesby Glyph