Home Speakers Larry Ellison Quote 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.
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More from Larry Ellison Filing Oracle 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... Filing Oracle 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. Filing Oracle 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. Filing Oracle Q2 FY24 earnings release (SEC Form 8-K, Exhibit 99.1) Dec 11, 2023
Simultaneously we are building dozens of new datacenters in countries all over the world. Demand is over the moon. Filing Oracle 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 Filing Broadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Sep 2, 2026
Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter... Filing Broadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Sep 2, 2026
In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year. Filing NVIDIA Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1) Aug 26, 2026
The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment. Filing AMD Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1) Aug 4, 2026
More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead. Filing Intel Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1) Jul 23, 2026
AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network... Filing Broadcom Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Jun 3, 2026
The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion. About this quote 
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