“In the Oracle Cloud, your training data, you can train and specialize a private model with your private data that remains private after training,” Ellison said. “And we’ve done that for ...

It’s the reason we’re doing so well in the AI training business.” A recent report from Morgan Stanley estimated AI revenue ...

Oracle is planning even larger data centers, including ones up to 1 gigawatt, “a pretty good- size city or one enormous AI cloud training data center,” he said. “No one else can span this range.