“I think there are going to be lumpiness as you can see, but we actually expect some extremely significant numbers coming within the next few months also.”

In context

“Oracle databases all over the world that will and that data, all of those millions of databases, all of that data will be used to train AI models. And on top of that, they'll build agents and applications. We think, again, that -- I mean it's -- we don't have these 1 or 2 or 10 huge contracts for training because there aren't that many people building frontier models, but there are hundreds of thousands of our customers that will be consuming those AI models and training those same AI models on their private data and then running agents and applications on top of all of that. That's a much bigger market than AI training for us. Alex Zukin: Super helpful. And maybe just Safra, how to think about RPO trends and trending over the course of the next few quarters in light of that? Safra Catz : I think there are going to be lumpiness as you can see, but we actually expect some extremely significant numbers coming within the next few months also. So there's just a lot of demand folks there is a lot of demand where people want to lock in and schedule into our cloud. So we're going to see we're going to see increases in RPO. But remember, our remaining performance obligation, we also burned down some of it through the quarter as capacity goes online, but I expect that number to be extremely large. This is enormous, but I expect it actually to continue to be very large amazingly. Alex Zukin: Thank you so much. Operator: And your next question comes from the line of John DiFucci with Guggenheim. Your line is open. John DiFucci: Thank you. You said you were live on 33 cloud regions and another 40 planned with Azure --. Safra Catz : No, 18 Multi cloud. John DiFucci : Sorry, I got it. Yes, I got you way ahead of yourself. I'm sorry, ever”