Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.
In today’s Cloud Wars Minute, I share my insights on the recent White House announcement .about Stargate AI, which drew together an array of tech executives, including Oracle’s chairman, Larry Ellison.
Highlights
0:32 — The press conference with President Trump, Larry Ellison, Masayoshi Son of SoftBank, and OpenAI CEO Sam Altman was incredibly invigorating and exciting. I think Larry Ellison and Stargate are going to redefine how we think about what’s possible and what’s impossible. Let me try to explain what I mean there.
01:00 — Have you ever heard of a startup with $500 billion? It’s a pretty short list. And that money is going to be spent building huge 10 data centers, up to 20. I think this is going to entirely open things up. For so long, people have said about things like cancer research, “It’s too hard. There are too many types of cancers. The more we learn about it, the more impossible the cures become.”
02:08 — I believe in the potential of humans and the ability for humans to deploy the technology that we’ve created in dramatic ways. Ellison described how we’re going to be able to identify particular cancers in particular individuals more quickly. Then he said, we will create cancer vaccines, not medication. That’s going to be the power of AI here.
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03:30 — I think this is a rebirth of imagination, ambition, dreams, and vision, and Stargate AI serves as a marker that says, “No, no, this is not the time. This is not the end of history, the end of innovation. In fact, we’re just at the beginning of it.” Son talked about the power of Stargate to help lead to capabilities that elevate humans in every aspect of their lives.
04:07 — Ellison said as he described this remarkable thing about a cancer vaccine — I haven’t heard that term before, he’s not talking about cancer treatment or medication that will alleviate the symptoms, he’s talking about a vaccine that can eliminate it — “This is the promise of AI, and this is the promise of the future.”
04:43 — What we’re seeing here is an extraordinary step change in what’s going to be possible for that technology to deal with. There’s going to be a lot fewer things over on the impossible side, and more and more coming over toward the possible. Whatever somebody might think about the term of golden age, I think that metaphor is quite appropriate
