Uppercut Podcasts By Upperedge

Oracle just named two co-CEOs and doubled down on an AI-first future. Jeff Lazarto explains how OCI’s gigawatt-scale GPU superclusters, Oracle’s vectorized “AI database,” and application-layer AI agents could make Oracle the standard for AI training and—soon—enterprise inferencing. He also highlights what this means for customers evaluating Oracle today: timing, deal leverage, and a practical path from on-prem to cloud/Fusion.  Key Points:Why big AI players are choosing OCI for training; cost/performance narrative.  Oracle’s bet that inferencing (AI agents doing work) will dwarf training.  The “AI database” and data privacy posture across models.  Leadership update: co-CEO model aligning apps vs. infra.  Customer takeaways: leverage, migration paths, and contract strategy. Episode Chapters00:00:23 AI and OCI are driving Oracle’s momentum - Oracle’s earnings buzz is fueled by AI demand and OCI’s gigawatt-scale GPU superclusters selected by top AI players.00:01:11 Why big tech is choosing OCI - Oracle claims fa