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 talk about my recent interview with Oracle’s CEO Safra Catz, exploring the company’s remarkable growth.
Highlights
00:17 — We’re rolling now into our CEO Outlook 2024 series, in which we feature one-on-one video interviews and analytical articles based on the conversations I’ve had with the CEOs of the Cloud Wars Top 10 companies. Today, we’re featuring Safra Catz, the CEO of Oracle.
Register for Acceleration Economy’s Cloud Wars CEO Outlook 2024 Course, now available. Featuring exclusive interviews on strategy, AI, and customers with the CEOs of Cloud Wars Top 10 companies.
01:03 — In the interview I had with Safra, one of the things that she points out is that changing slowly can be fatal. That, yes, there’s some uncertainty out there. But it’s time now to act, to be decisive, to move forward.
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02:00 — Oracle has emerged as a fully legitimate fourth hyperscaler, and it’s growing much faster than any of the others. It’s had massive deals for artificial intelligence (AI) training using OCI (Oracle Cloud Infrastructure). Oracle has done a great job to become the leader in the range of deployment options for customers.
03:15 — Finally, on Oracle’s most recent earnings call, Safra talked about how OCI is going to grow astronomically. She also said that the demand is just extraordinary. Larry Ellison echoed that. You’ll also see in the interview with Safra some interesting comments she makes about the business partnership that she and Ellison have had in her 25 years.
- Watch the full Safra Catz interview
- Read my analysis from discussions with Safra Catz about her 2024 outlook
