Cloud Wars Live with Bob Evans
Oracle Growth Equation: AI + OCI + Industries = New Customer Ecosystems
29 Sep 2025
In today's Cloud Wars Minute, I look at how Oracle’s new co-CEOs plan to blend AI, OCI, and industry expertise into a powerful growth equation.Highlights00:13 — Big things happening at Oracle. Safra Catz has stepped over and up to the role of Executive Vice Chairman, opening the door for two new CEOs at Oracle: Clay Magouyrk, the leader of their Oracle Cloud Infrastructure business, and Mike Sicilia, the leader of their industries business. I thought it was fascinating.01:00 — Mike Sicilia, co-CEO, said in this discussion with financial analysts that AI enables new opportunities across industries, not just within an industry. With AI and better sets of data and being able to use OCI's computational power of OCI, new operating models and relationships can be created across industries like banking and healthcare and many other combinations.02:25 — And so he said the foundation on the technology side — which Clay Magouyrk has been leading so much — is to enable all the leading large language models to work with enterprise-level data in a highly private and secure, fully compliant way. That's why the Oracle Database 23AI was specifically designed for that.03:22 — Now I think this is one of those cases where we see companies pushing a vision. In this AI revolution, it's important for that vision not just to be a slightly better version of what we've done in the past, but something completely different. I think big vision, big imagination, and big risk-taking are called for here.04:34 — Then, closing out the call, we had comments from Magouyrk and Sicilia, and in a longer article today on Cloud Wars, I go into some detail on that. I allow Sicilia to explain with a lot more color how these cross-industry ecosystems will work, and Magouyrk also offers some perspective on that. Visit Cloud Wars for more.
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
01 Jan 1970
El Partidazo de COPE
13:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
10:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
13:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana