"Not all clouds are created equal" in the AI era: how is OCI different?

"During Oracle AI World in Las Vegas, we had the chance to catch up with Richard Smith, EVP and GM, EMEA Cloud Infrastructure at Oracle. Oracle is one of the key players in global AI infrastructure deployments, with massive Capex spend and a complete overhaul of its entire stack geared toward AI. This flagship event underlined that. We discuss the strategic importance of Oracle's unique approach to AI, data sovereignty, and cloud architecture with Smith."

"Oracle's cloud business is experiencing remarkable growth, with OCI (Oracle Cloud Infrastructure) alone generating approximately $7 billion in commitments last quarter. More significantly, the company's RPO (Remaining Performance Obligations) has reached several hundred billion dollars, with projections to potentially exceed half a trillion dollars in upcoming earnings statements. Smith emphasizes that these aren't commitments from a single customer but from many organizations with significant financial resources."

"In a market where every tech giant is scrambling to claim the title of 'AI Provider,' Smith is clear on one thing: "Not all clouds are created equal." He argues that Oracle's unique Gen2 architecture and consistent cloud performance offer a distinct advantage over competitors. He does not see an AI bubble and has some interesting views on the emotional complexities of European data sovereignty."

Oracle has executed a major Capex-driven overhaul of its entire technology stack to support AI workloads and emphasize consistent cloud performance. OCI reported about $7 billion in commitments in the last quarter, while Oracle’s RPO has climbed into the hundreds of billions with projections that could exceed half a trillion dollars. These commitments come from many large organizations, indicating sustained customer confidence rather than speculative interest. Oracle positions its Gen2 architecture and consistent performance as competitive differentiators. Oracle leadership does not view AI as a bubble and notes complex emotional dynamics around European data sovereignty.

Read at Techzine Global