“And we think the impact on demand -- on database demand, we're seeing it already.”

In context

“s the flexibility we allow that's something that nobody else can do. We can build these regions for our partners. We can build these regions for sovereign states. We can build these regions for large companies that want to have -- that don't want their data commingled with anyone else's data. They want a public cloud, they want a full OCI, they want every part of OCI. But they don't want anyone else in their region. They want it to be theirs and theirs alone. We can do that. Nobody else can. Ken Bond: Next question, please. Siti Panigrahi: Thank you, Larry. Operator: Your next question comes from the line… Larry Ellison: Let me summarize. That means literally any way you want to get Oracle, any way you want to get Oracle, you'll be able to get it. It'll be a little bit back to the future. And we think the impact on demand -- on database demand, we're seeing it already. Let me close with 2,000 Exadata racks. That's a stunning number in terms of how many customers you can put on that. That's tens of thousands of customers you can put on that much hardware. Siti Panigrahi: Thanks, Larry, for the color. Larry Ellison: And that's Microsoft alone, okay. Operator: Your next question comes from the line of Alex Zukin with Wolfe Research. Your line is open. Alex Zukin: Hey, guys. Thanks for taking the question. I wanted to ask around some of the GenAI functionality inside of the applications portfolio, specifically Fusion and NetSuite. Any update or uptick that you're seeing or can share around some of your partnerships around Cohere? Maybe any early feedback from the field that informs incremental value capture, whether or not it's starting to resonate either i”