• AI & Machine Learning Oracle Cloud Infrastructure Data Privacy News AI Inferencing Will Outpace AI Training – Oracle CTO Larry Ellison was bullish about the potential for AI inferencing to shape enterprise operations during Oracle’s fiscal Q1 2026 earnings call this week. • September 11, 2025 The future of enterprise AI is evolving from training large language models using massive data sets to utilizing AI inferencing, the strategic deployment of pretrained models to deliver business value in real time. • So pronounced Oracle co-founder, chairman and CTO Larry Ellison at an earnings call this week that showcased the software company’s pivotal transformation from legacy software and database company to a major cloud and AI infrastructure provider. • Ellison’s belief in the dominance of AI inferencing over AI training projects was backed by the company’s record-breaking $455 billion in remaining performance obligations (RPOs), or backlog of contracts. • Total revenue for fiscal Q1 2026 was $14.9 billion, up 12% from the same quarter a year ago. • While slightly below analyst predictions, the revenue miss did not appear to dampen investor enthusiasm, with Oracle stock up 31% in after-hours trading.
Article Summaries:
- Oracle’s CFO Larry Ellison highlighted on the company’s Q1 2026 earnings call that AI inferencing-deploying pre‑trained models for real‑time business value-will eclipse traditional AI training. He framed this shift as part of Oracle’s transformation from legacy software to a cloud‑and‑AI infrastructure leader, citing a record $455 billion in remaining performance obligations. Oracle reported $14.9 billion in revenue, up 12% YoY, slightly below forecasts but sparking a 31% after‑hours stock rally. The company also outlined secure inferencing tools and generative‑AI solutions aimed at enhancing enterprise productivity while protecting corporate data.
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