Quotesby GlyphCloud quotes
17 quotes from 8 people
- We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era...
- We build these building blocks, we give this technology, and then we let the world have the creativity to go find some really cool things.
- 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.
- You kind of need to build an infrastructure that’s capable of supporting multiple families and lineages of models. Otherwise the capital you put in, which is optimized for one model architecture, means you’re one tweak away, some MoE -like breakthrough that happens, and your entire network topology goes out of the window.
- In addition to topping leaderboards, our first party models, like Gemini, now process 7 billion tokens per minute, via direct API use by our customers. The Gemini App now has over 650 million monthly active users.
- 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.
- Cloud and AI is the driving force of business transformation across every industry and sector...
- 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.
- I love the hyperscalers that we work with but I tell people that they’re really 300 GMs that are all competing to have their product line succeed.
+1more from this interview
- 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.
- Structurally, hyperscale will never be a winner-take-all because buyers are smart.
- 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.
- Last but certainly not least, Generative AI may be the largest technology transformation since the cloud (which itself, is still in the early stages), and perhaps since the Internet. Unlike the mass modernization of on-premises infrastructure to the cloud, where there’s work required to migrate, this GenAI revolution will be built from the start on top of the cloud.
- Cloud providers are easily the biggest funders of foundation models, not venture capitalists.
- 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.
