Oracle Q3 Earnings: 5 Things To Know

Oracle Different Than The Hyperscalers

Ellison made his familiar arguments of besting the big three of cloud computing when it comes to speed and architecture – if not when it comes to market share.

Ellison said that Oracle is actually “way ahead of the other hyperscalers in terms of our network and our ability to do AI.”

AI companies have come to Oracle because of the vendor’s ability to dynamically create clusters of GPUs, he said.

“They run their workload and the moment their workload is through running, we can reallocate that cluster or break that cluster up and allocate it to other users,” Ellison said. “The other guys can’t do that … can’t do it dynamically.”

Ellison said that Oracle’s Gen 2 Cloud differs from the clouds of hyperscalers Google, AWS and Microsoft with its non-blocking remote direct memory access (RDMA) network.

“Our network is much faster than the other guys’ network,” he said.

“We can create these groups of GPUs. We can marshal them together. The other guys can’t do that. They can build clusters, but they actually literally are physically building a new cluster. They’re building new hardware. Our existing hardware, standard network, allows us to group these things together dynamically—these GPUs together dynamically to attack AI problems. No one else can do this.”

Ellison said that another differentiator for the vendor is the ability to build dedicated regions instead of moving customers to a public cloud.

“We build these clouds for banks—huge industries moving to the cloud in a slightly different way than other industries,” he said. “Not moving to public cloud, but rather preferring to have these dedicated regions. So it’s just their applications in this cloud. We have the ability to do that. Again, Amazon does not. And Microsoft does not. And Google does not.”

CRN has reached out to Microsoft, Amazon Web Services and Google for comment.