Fueled by some remarkable technology advances and go-to-market innovations, Oracle plans to spike its revenue to $225 billion in the next five years helping transform not only its customers but also their entire industries while creating cross-industry ecosystems powered by real-time intelligence.
At its AI World in Las Vegas last week, Oracle rolled out a very impressive array of AI new products, services and enhancements across its entire portfolio:
- the Oracle AI Database 26ai, along with the complementary AI Data Platform;
- several hundred new Fusion and industry applications;
- advances in its multi-cloud partnerships with Microsoft, Google Cloud, and AWS;
- Zettascale 10 clusters for its massive AI data centers;
- Multicloud Universal Credits to give customers greater flexibility; and
- a slew of other launches.
And all of those tech innovations are being tightly aligned to tackle its customers biggest problems while simultaneously unlocking huge new opportunities for them.
CEO Mike Sicilia talked about the creation of cross-industry ecosystems that create opportunities for different industries to engage in new levels of commerce and unprecedented initiatives built around AI-powered insights Oracle database and applications are unlocking. And of course all of that is powered by Oracle Cloud Infrastructure, which is more and more becoming the innovation engine driving the collective power of the Oracle portfolio.
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So Oracle believes it can now enable that massive span of transformations: from global companies, to global industries, to new data- and AI-powered commercial ecosystems that interconnect different industries.
To demonstrate that, Oracle hosted high-level executives from Bank of America and JP Morgan to describe the business opportunities this creates across financial services and healthcare, two industries in which Oracle has been very strong.
Healthcare in particular has been an area of intense focus for Oracle chairman Larry Ellison, who has talked for the past few years about automating and modernizing the entire industry.
“We can now connect hospitals to banks, which will for the very first time have the ability to look at a hospital’s receivables to understand their ability to repay a loan,” Ellison said during AI World in a Q&A session also featuring CEOs Mike Sicilia and Clay Magouyrk.
“Is the insurer likely to pay for various procedures? And if so, can the bank safely make a loan to the hospital? And at what interest rate? Our AI can make all of that possible, and can examine all the hospital financial data to determine what interest rate the hospital can handle.”
Sicilia expanded on Ellison’s point, describing a new opportunity for “real-time autonomous connections between banks and hospitals based on real-time access to the hospitals’ position on receivables, and the quality of payers.
“These kinds of ecosystems will help everybody involved,” Sicilia said, noting that cash-strapped hospitals can get a higher degree of financial stability and operational predictability, which banks can add customers that in the past would have been deemed too risky.
AI and the Genomics of Wheat
In one of his unique disquisitions on subjects that might seem arcane but turn out to be highly illuminating, Ellison spent considerable time discussing the genomics of wheat plants, emphasizing that there are 5X more gene pairs in wheat than in human beings.
And with the new AI capabilities in Oracle AI Database 26ai and AI Data Platform and the massive AI compute capability of OCI, Ellison said, the food companies will have enormous opportunities to explore the full range of that huge wheat genome and come up with optimal approaches for maximizing crop yields that are more disease resistant and drought resistant.
“AI will make the world a much more prosperous place,” Ellison said in a statement that elegantly captured the entire mood and message of the conference.
Final Thought
Oracle AI World was as upbeat and eye-opening tech-industry event as I’ve ever attended, and over the past few centuries I’ve had the privilege to attend a lot of such events.
After the dizzying array of introductions and presentations, I think there can be no doubt that Oracle has all the pieces to achieve those sweeping AI-driven transformations outlined above.
But on top of all that tech goodness, Oracle in general and Ellison in particular have also begun to articulate a world-shaping vision of what AI can achieve in ways both large and small. And to any CEO who still thinks his or her best approach to the AI Revolution is to go slowly and wait a while to see if it’s “real” or not, I would suggest you flush that mindset and embrace the AI Revolution fully. Because just as it will give unprecedented opportunities to the bold, so too will it wreak havoc on those who think it’s just the latest techy thing — that way madness lies.
