Oracle conference call: AI business surges with $455 billion in orders, launching "AI Database" targeting the trillion-dollar inference market
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Oracle disclosed a contract reserve of up to $455 billion, backed by AI industry giants such as OpenAI, xAI, and Meta. Chairman Larry Ellison clearly stated that AI is fundamentally changing Oracle, and a trillion-dollar market larger than model training—AI inference—is the company's main battlefield for the future. At the same time, the company launched the "AI Database," aiming to seize the AI inference market by leveraging enterprise private data
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