Oracle

“Companies have already raised their hands from Uber to Dell, Oracle to Nvidia, and said they would contribute to the accounts of the kids of their employees, parents,”

“I think they have four or five products literally sitting on the shelf because they don't have the compute to deliver it to customers.”

“In Abu Dhabi, they announced a five gigawatt USAI, you know, it's a UAE USAI campus. It's an incredible architectural campus. It's in collaboration with NVIDIA and OpenAI and Oracle. And think of it as almost like a global Stargate. So to put that perspective,…”

“Dell Corporation, for example, has raised their hand and said, you know, we intend to give to the kids of our employees. So has Uber. So has Nvidia. So has Oracle. So has Salesforce. So has T-Mobile. So has iHeartMedia.”

“In the internet age, all the startups began with Oracle and Sun. And eventually they all moved to Linux and MySQL. And so there was a, we got to win it all cost phase. And then there was a phase where you started worrying about cost and optimization. And so on…”

“Data processing represents the vast majority of the world's CPUs today. It still completely runs on CPUs. You know, if you go to Databricks, it's mostly CPUs. If you go to Snowflakes, mostly CPUs. SQL processing at Oracle, mostly CPUs. Everybody's using CPUs t…”

“In 30 days, we went from not being an AI hyperscaler to being number four, and we passed a lot of companies, including Oracle.”