Oracle Cofounder: AI Race Commoditizing, Focus Shifts to Enterprise Data & Infrastructure

• Oracle cofounder Larry Ellison states the AI race is commoditizing because leading models like ChatGPT and Gemini are trained on the same public internet data.
• Ellison argues that future AI differentiation will come from systems securely working with proprietary enterprise data, not just foundational models.
• Oracle is investing heavily in this strategy, increasing its capital expenditure projection to $50 billion for the year.
• The company is building significant AI infrastructure, including a 50,000-GPU supercluster with AMD and an OCI Zettascale10 supercomputer with NVIDIA GPUs.
• Despite Oracle's bet, challenges remain from synthetic data advancements and strong competition from cloud rivals like AWS, Azure, and Google Cloud.

Why It Matters: Oracle's Larry Ellison believes the AI race is shifting from models to proprietary data and infrastructure.