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Oracle AI World 2025: Larry Ellison Keynote on Oracle's Vision and Strategy

Larry Ellison · Oct 14, 2025 · 1h 34m · Las Vegas, Nevada

Summary

At the first Oracle AI World, Ellison argued the next value in AI comes from reasoning over private enterprise data, not only public internet data. He presented the Oracle AI Database with built-in vectorization and RAG, the Oracle AI Data Platform with a choice of models, agents generated rather than hand-written, the Abilene AI cluster for OpenAI and a rewritten health system.

Key themes: Data platforms, AI infrastructure, Agents · AI-written summary from the published transcript

Where each highlight is said1:34:29
  1. 5:30

    Leading models like ChatGPT, Claude, Grok and Llama are trained on public internet data; the next step is reasoning over private data

  2. 20:06

    Oracle is building the world's largest AI cluster for OpenAI in Abilene, Texas

  3. 29:34

    The Oracle AI Data Platform includes a multimodal model of your choice next to your data

  4. 32:18

    The new Oracle database is called an AI database: it vectorizes data and gives models RAG access to it

  5. 33:20

    Data in OCI or Amazon object storage can also be made available to models through the AI Data Platform

  6. 40:12

    Oracle's applications use AI agents that are generated, not hand-written, connected by workflows

  7. 42:39

    Oracle is rewriting its health system for hospitals, with all acute hospitals planned the following year

Announced

AnnouncedOracle AI DatabaseOracle Database with built-in vectorization and RAG for models
AnnouncedOracle AI Data PlatformModels of your choice over enterprise data in OCI and other object stores
AnnouncedAbilene AI cluster for OpenAILargest AI cluster, built for OpenAI in Texas

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About this keynote

Keynote page: www.youtube.com/watch?v=4eCFmbX5rAQ

On stage
Sources

Photos: Oracle PR Hartmann Studios, CC BY 2.0, via Wikimedia Commons

Companies named: AWS, OpenAI, Oracle

Last changed 2026-09-24.