He predicted that the real breakthroughs and massive economic value will come from AI systems that reason over private, proprietary enterprise data instead of public sources.
“The future lies in leveraging private enterprise data,” Ellison highlighted, suggesting this “second wave” of AI would dwarf the current boom in GPUs, data centers, and public-model infrastructure. He pointed to Oracle’s strategic advantages, stating that most high-value corporate and institutional data already resides in Oracle databases, giving the company a natural edge in building secure, enterprise-grade AI applications.
https://www.financialexpress.com/life/technology-ai-quote-of-the-day-all-ai-models-basically-the-same-claims-oracle-co-founder-larry-ellison-heres-why-4119736/lite/