“And this is going to be one of the reasons that Oracle databases, which are still the bulk of the enterprise market by a lot, are going to finally move into the cloud.”

In context

“with Google. That's why we did all of these deals where, you know, Gemini you can get Gemini from the Oracle Cloud. You can get from the Oracle Cloud. You can get from the Oracle Cloud. You get Walmart from the Oracle Cloud. I could go on. So we bundled them together. So it's very easy for our customers to use these large language models on a combination. And that's what they want is a combination of all of the publicly available data and all of their enterprise data. Which allows them to ask and get answered any question they can think of, any question that's important to them. Everyone wants it. I think the demand is going to be insatiable. But we can deliver a lot of databases and a lot of AI across our cloud over the next several years. We're in a good position to do that. Safra Catz: And this is going to be one of the reasons that Oracle databases, which are still the bulk of the enterprise market by a lot, are going to finally move into the cloud. Many of them will move in the public cloud using the Oracle AI database, but many and the largest enterprises will want their own either dedicated regions or Oracle Cloud at customer. And, again, they can finally get the benefit of AI for their own data using any LLM that they want because they're all in our cloud too. Alex Zukin: It sounds like very high margin AI revenue, guys. Congratulations. Safra Catz: Thank you. Thank you. Okay. Ken Bond: Thanks, Alex. A telephonic replay of this conference call will be available for twenty-four hours on our Investor Relations website. Thank you for joining us today. With that, I'll turn the call back to Tiffany for closing. Operator: Ladies and gentlemen, this concludes today's call. Thank you all for joining. You may now disconnect.”