"Oracle" initially mocked cloud services .. when placed the shift

The chairman of the Council of Directors of the “Oracle” business, Larry Ellson, mocked the idea of ​​cloud computing, and he described it as “pure nonsense” in 2008. The success of the Cloud Infrastructure Unit in “Oracle” is the reason behind the high price of the company’s share, and Ellison, the chairman of his board and his associate, made the second richest person in the world. Oracle founder added $ 14 billion to his wealth in one day, and Bill Gates exceeded the wealth of artificial intelligence to a large increase in the demand for computer and storage online. Oracle has created the software company that has long struggled to find its way in this market, for itself as a foothold by attracting large customers. Today, the company contributes to the payment of a payment to the Xai Xai company for a data center in Utah, and tens of thousands of artificial intelligence segments of Invidia from Singapore, and recently signed which is likely to be the largest single cloud agreement ever with Openai, the leading business for artificial intelligence. ‘Openii’ has rented a large computer capacity of ‘Oracle’ in America, ‘Oracle’ is obliged to spend ten billion dollars developing large data centers, which are an unprecedented amount in light of the scarcity of electricity and materials. This includes a plan to spend more than a billion dollars annually to operate a new large location in Western Texas with fuel power generators instead of waiting for electricity to be provided with aid programs, according to people familiar with the plans. With all these expenses, Oracle has recorded a passive annual cash flow for the first time since 1990. There are still questions about the durability and profitable margins of the provision of infrastructure to train artificial intelligence models. Exit of the ancient mindset, “Oracle”, was founded in the 1970s and has long withdrawn from the technical foreground. On the way to return to the era of artificial intelligence, there were internal battles to persuade executive President Safra Katz to invest in the cloud, and brought chief agents such as “Tek Tok” and the promotion of an executive director with a rough style called Clay Maguk. Bloomberg has with more than 30 employees and a customer who currently or previously understood to understand how “Oracle” can fulfill his big promises. In detail, they have the escalating costs, the acceleration time schedules to meet the requirements of “Oben AI”, explained organizational obstacles and employed hundreds of former Amazon employees, and they spoke without revealing their identity because they were dealing with the internal work of a company whose privacy and the large number of judicial peeled. Oracle refused to comment. Ellison built a cloud with the increase in momentum of cloud computer in the end of the first decade of this century. Since the “Oracle” database bears its name, which is completely bought and worn on customer servers, it was one of the largest revenue activities in the world. It was ruled that the adoption of a cloud sales model, with users hiring access to programs, would lead to a decline in profits and place a need for collaboration with competitors. After years of ignoring the cloud as a marketing method, the tone of ‘Oracle’ changed with the criticism of the work. ‘Amazon’ provided cheaper databases for its cloud clients. Competitive applications, such as “Salesforce”, have easily promised installation and updates. Ellison saw a need to transfer the “Oracle Fusion” applications, which are usually used in financial planning and resource planning, to the cloud, according to people who are familiar with his thinking at the time. ‘Oracle’ offers ‘Openai’ of two million artificial intelligence segment of data centers. ‘Oracle’ was witness to competitive efforts during the first decade of the century to build a cloud for internal use and clients. The first attempt, led by Thomas Corian and launched in 2012, did not have little success. A separate group, mostly composed of employees who worked for ‘Amazon’ led by Don Johnson, printed an approach called ‘Abstract Infrastructure’ in which clients do not have to share their servers with other tenants, and allow ore to target ordacle ‘to target users who are interested in privacy. The group also focused on building smaller data centers, through which it could not expand in countries that were not yet suitable for industrial leaders. The ‘abstract infrastructure’ approach with the approval of Ellison, which is still an important decision maker, despite his abandonment of the position of the CEO more than a decade. The new product is known as “Oracle Infrastructure”. Korean left the company in 2018 after marginalizing its approach. He then joined “Google” to lead the competitive cloud service, and still holds this position. At the launch of the new product, Oracle was forced to overcome her firm reputation with daring sales strategies. The most important offers of “Oracle Clemat Innovarstter” include lower prices thanks to a simplified range of products, and a good integration with other cloud platforms. Oracle sales representatives from the Amazon Web Services, and say to their customers who pay the price of the “Amazon” cloud, are similar to supporting large expensive projects such as the “Kuper” satellite project. Saudi STC improves its partnership with “Oracle” with more than two billion Riyals, a “Amazon” spokesman, said “a larger number of clients continue to choose (Amazon Web Service) more than any other cloud supplier because we offer unparalleled options, and the velocity of innovation, safety and reliability. “Innovative customers in the era of the pandemic of the corona joined some innovative customers at the Oracle platform. Zoom Communications, which has trouble dealing with a major increase in demand during closing periods, chose” Oracle Claude “to help the traffic traffic traffic. The “Uber Technologies” business achieved. at that time was a natural option. and showed that this new customer forced the company to think on an unconditional scale. Innovarstter ‘, according to persons familiar with the numbers. About the purpose of “Oracle Clawood Infrastter” prevailed. Katz of this expansion did not express. Businesses were convinced of this vision with the rise of large transactions such as “Tech Talk”, and then “oben ai”. who promised “Oracle” to convey his headquarters. But it seems that things have come so well, “Magurek said in July 2023 via modern CTO. Innovarster ‘claims. Paid departments in “Oracle”, and were in Seattle instead of the San Francisco Bay area, and he adopted a practice at the ‘Amazon Web Service’ in the continuous disposal of low -performance employees. MAGUEWEK -MANAGEMENT. Artificial intelligence is the most important driving force for the growth of “Oracle Clated Infrestcester” today. , and this is the name of ‘Stargate’, an effort announced in January in the White House in the presence of President Donald Trump in January. D that represents enough energy for millions of American homes. What is going on in the first artificial intelligence data centers in the “Stargate” project? According to a strict schedule, the work is underway in favor of “oben ai”. Data centers are expected to be completed by the beginning of 2027, with several servers working next summer, according to people familiar with the plans. Facilities to train artificial intelligence models are determined by assuming that they can also occupy the applications of these trained models, called inference. It is generally believed that the provision of infrastructure to train artificial intelligence A work margin is less than reasoning, because of the need for more advanced connections and cooling. People reported that the exact timing and design details of the “Oben Ai” work can change. According to people participating in the development, the finding of developers of data centers and electric sources is to support this project at reasonable prices, as the cost of many products and services has increased over the past year due to customs duties and the exploitation of suppliers to intense demand. In addition, it may take to obtain the necessary approvals and infrastructure to extract the necessary electrical energy from local networks for years. The “Oracle” cash flow decreases with the construction of the cloud. It is developed by the company “Vantage Data Centers”, which has interests in which the “Digital Bridge” and Silver Lake, and its computer capacity will be 1.4 GB, making it one of the largest known sites. Part of the popularity of the “Oracle Carted Infrestrter” of artificial intelligence companies is due to their long -term focus on metal servers. It became a benchmark in the work of artificial intelligence, and Oracle was one of the most important suppliers they offered. Users and employees also refer to the quality of “Oracle” networks and their willingness to perform high levels of dedicated work. Semianysis, a leading industrial analytical company, included ‘Oracle Claude’ on its top ranking for artificial intelligence infrastructure in March, referring to the cost of costs, quality of its networks and its leading customer service. Softbank shares thrive amid optimism in artificial intelligence and the “Stargate” project, David Talbi, CEO of “John Snow Labs”, who is trained and applies artificial intelligence models in the field of healthcare: “They provide competitive prices, and it certainly helps.” His business, “Oracle Clawood Innovarst,” partially chose the high performance it made and because it exists well, with the “Envenia” chips. One of the largest “Oracle” customers in the field of artificial intelligence is the “Invidia” business, which is used “Oracle Clated InnovarStect” for internal development and to run its cloud infrastructure service. The chips manufacturer, known internally as “Pathfinder”, rented a storage capacity of the “Oracle” group (H100) in Japan, and of the data center built on the Indonesian island of Batam. Oracle also holds conversations with “Mita Platforms” and “Xai” mask to provide an extra storage capacity, according to a person seen on the plans. Oracle -works in the field of cloud computing are still much smaller than the works of “Amazon”, “Microsoft” and “Google”, which follows “alphabet” and is third as a supplier of cloud solutions. But there is still a lot of growth. The market produced an income for the $ 100 billion company in the last quarter and experiences about 25% annually, according to the group ‘Synergy Research’. The most important question is how to finance ‘Oracle’ for this development and its impact on the profitability of the business, according to Mark Mordler, an analyst at ‘Bernstin’. However, the company does not have to borrow money to develop its positions, unlike its smaller competitors such as “Coreweave”. “We believe that the profit margin will recover and that the money flow will be great as soon as it exceeds this investment stage … Oracle passes a stage of transformation in its business model, a transformation that is more effective on the shortest periods,” Mourmler said, saying that this stage is with the transformation of “Microsoft” to Wool Computer Work.