How Larry Ellison - Oracle Is Winning the AI Compute Market
How Oracle Is Winning the AI Compute Market
Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast
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| Larry Ellison - Oracle |
In today’s report, we dive deeper into Oracle’s infrastructure strategy. Larry made some bold bets that were key to its emergence as an AI computing powerhouse. By combining attributes of a “traditional” US hyperscaler, an AI-native Neocloud, and selectively working with lightning-fast Chinese datacenter developers, Oracle found a winning recipe.
This led to the emergence of a new market segment: the AI-first developers. New entrants, often from the cryptomining world, understood that power was becoming the #1 concern and leveraged their existing interconnection agreements to plan large datacenters, away from population centers but with ample power. Core Scientific’s 570MW deal with Coreweave is a great example
Gigawatt-scale site in Abilene, Texas deal with Crusoe
It is hard to understate how bold the bet was
Oracle will benefit. With Larry Ellison publicly saying that no Stargate ...
The APAC ramp and Bytedance relationship
Singapore-Johor-Batam hub
Rebranded DayOne in January, its largest customer (by committed power) is, by far, Bytedance. Oracle ranks second, and is DayOne’s only large western customer, as far as we know
We show below how Oracle’s optimized networking configuration, alongside cheaper server price, enables a 20% CapEx advantage over
Does Oracle have a software & technology moat?
Finally, we’ll provide some thoughts on the long-term shape of the industry.
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Binary computing uses 0, 1
Ternary computing uses -1, 0, +1
