Welcome to our wrap-up of Oracle AI World 2025!
We spent two days on the ground in Las Vegas to hear from co-CEOs Mike Sicilia and Clay Magouyrk at their first AI World event in their new roles, with Chairman and CTO Larry Ellison also addressing attendees, recalling some of AI's best use cases.
The event is now over, but you can catch up with everything we saw below - and we've also covered some of the announcements separately:
- Oracle wants to bring AI to your data no matter where you work - and that could be exactly what we need for AI to succeed
- Oracle has just unveiled the “largest AI supercomputer in the world” – and it really is huge
- Nvidia might dominate the industry, but Oracle is still betting on AMD chips for its superclusters
Good afternoon from Las Vegas ahead of our live coverage of Oracle AI World 2025!
The event kicks off tomorrow (Tuesday 14) so today we'll be getting prepped and ready – today we're getting to grips with the venue and what lays ahead, plus there's a chance to meet some execs over the coming days to take a deeper dive into the announcements.
We're coming at you live this morning from the main hall for AI World 2025's first keynote. New co-CEO Mike Sicilia will be joined on stage by major Oracle customers to tell us about how Oracle AI can power your business.
The main hall is filling with thousands of customers and partners as Mike Sicilia prepares to take to the stage.
After a brief welcome speech, Sicilia is sitting down with major customers, including Exelon Corp, Marriott International, Biofy and Avis Budget Group, to talk about their success stories to date.
There's strategy to the choice of these four companies, too. Oracle sees energy, travel, hospitality and biotech as some of its core target sectors.
Calvin Butler (Exelon CEO) is just one of many business leaders reminding us that AI isn't here to take jobs – retraining and a broader shift is simply creating a workforce evolution filled with new opportunities.
Marriott CHRO Ty Breland sees AI not replacing the human touch, but rather bringing the human forward. Avis Chief Digital & Innovation Officer Ravi Simhambhatla gave AI (artificial intelligence) an alternative meaning – 'Augmenting Individuals'.
The message is clear – AI is a data enabler so that enterprises can really maximise the value of their human workers (not replace them).
Time for a brief interlude (and lunch break) before this afternoon's main keynote on Oracle's next steps, where we expect to hear about new releases and upcoming developments from key company execs.
This afternoon's keynote has been slightly delayed, but we're less than an hour away from hearing from Larry Ellison, and we're expecting some big developments.
Larry Ellison is here to speak to us about the dawning of the AI era – a "bunch of companies building these enormous AI models," he says. But we're now at the tipping point with big opportunities ahead – the "actual using of those models" to go out and solve "humanity's most difficult and enduring problems."
Ellison, the world's second-richest person (worth $359.7 billion), just addressed ongoing concerns that AI will replace human workers.
"I don't think that's true. It will help us solve problems we couldn't solve on our own," he said.
When we hear about AI performance being delivered in watts (or gigawatts) so frequently, it still means nothing to most of us. Ellison just quantified this for us: the human brain, running 86 billion neurons, is only 20 watts.
Oracle's biggest datacenter to date (still under construction) powered by 500,000 Nvidia GPUs, will perform at 1.2 billion watts. This is the company's Abilene, Texas campus – a 1,000-acre site.
"A lot of the code Oracle is writing, Oracle isn't writing," Ellison declared. "We declare our intent, but the model writes the step-by-step procedure."
Oracle has not quantified how much of its new code is AI-generated – Google, Meta and Microsoft say upwards of one-third of their new code comes from AI.
That's a wrap on today's presentations, but tomorrow we'll be hearing more about OCI. We've also got some news about tighter integrations with other hyperscalers, because Oracle is all about bringing AI to you and your data (not the other way around). That was today's key message, highlighted by discussions with execs on the ground in Las Vegas.
It's an early start this morning as we kick off with a few Q&A sessions with company execs. The main keynotes are happening later this morning.
The hall is filling in anticipation for co-CEO Clay Magouyrk's chat with OpenAI VP for Strategy & Infrastructure, Peter Hoeschele. The two companies have been working very closely recently, particularly on the $500 billion Project Stargate.
Clay Magouyrk has brought out Fangfei Chen, Head of Infrastructure Engineering at ByteDance (TikTok), as a surprise guest to talk about the two companies' work together.
Clay Magouyrk noted that Oracle and OCI wouldn't be where it is today without the opportunities TikTok has provided it. Trump recently confirmed TikTok would live on in the US under the watchful eye of US regulators, powered by Oracle. Estimates suggest the company could gain an additional $1-2 billion in annual revenue from the deal, though this is unconfirmed.
Oracle now supports multicloud universal credits, allowing customer to deploy database services across their chosen cloud platform.
Oracle's Database@ products allow you to bring AI to your chosen hyperscaler – Google Cloud, Azure or AWS. The three have committed to adding more regions, too, to suport data residency requirements.
We've written about that news here.
We've made our fourth and final foray into the keynote hall along with audience members in their thousands. In the meantime, we're got an article coming up about Oracle's "largest AI supercomputer in the world," and spoiler alert, it has 6x more GPUs than last year's Zettascale supercomputer. It, of course, forms part of the company's collaboration with OpenAI on Project Stargate.
Over the past year, Oracle has delivered 600+ agents, Applications Development EVP Steve Miranda has revealed. Last year, the company had only committed to adding 100.
600 is actually an underestimation, Miranda says, thanks to AI Agent Studio. Enterprises can create their own agents, and 32,000 people have become certified to build AI agents on the platform.
Fusion AI Agent Marketplace is being launched today - "two dozen partners" have already signed up, each having produed at least 5 agents that have been certified by Oracle.
That means 600 Oracle agents, custom agents plus 102 certified marketplace agents as of launch day (and more to come).
As you'd expect, the agents are embedded into the ecosystem so the agents already know how to navigate your company's securtiy policies.
16 zettaFLOPS of peak performance, up to 800,000 Nvidia GPUs, multiple gigawatt data centers working in tandem... this is the world's "largest AI supercomputer in the cloud."
We've written about the details here.
As we wrap up things here at Oracle's AI World 2025, we've got one more announcement, and it's about Oracle's partnership with AMD. Nvidia gets a lot of the press about data center GPUs, but AMD's still shifting thousands just into Oracle's superclusters. More on that in the next 30 minutes.
Oracle's latest supercluster is powered by 50,000 AMD Instinct MI450 Series GPUs. 131,072 of AMD's MI355X GPUs will also go into Oracle's zettascale Supercluster, which is now generally available.
Read more about Oracle's latest AMD deployments here.
That's a wrap on things here on the ground at AI World 2025, thanks for joining us over the past two days. We've listed some extra coverage of Oracle's announcements in the top section of this live blog.
