Oracle AI World

So connecting one data center to another is a huge business, and there's going to be a lot of money made here.

I talked to some executives at Oracle about this last week when I was at Oracle AI World.

Who the winners will be, there's some disagreement on that, but Coherent says they're going to be one.

i own the stock i wish them luck um so uh i also want to mention briefly inventories inventories rose a lot they have 3 billion 341 million dollars in inventories in the quarter um that's a lot of inventory for this company but as they go through this big technological change with this photon link product maybe they would need to get this stuff or get the raw materials in before they start running this stuff out the door i think Rising inventory is never a great thing.

Toyota, let's go places.

We're here at Oracle AI World in Las Vegas.

Arpan Shah joins right now.

He's the senior vice president of product marketing at Oracle.

Well, AI tried to persuade me to.

The most interesting story to me from the Oracle AI World Conference was actually during the opening keynote where the Oracle CEO, co-CEO, Mike Sicilia, brought onto stage two executives from Burger King, or to be more precise, they were from QSRP, which has the franchise rights for Burger King in Europe.

And Fabio Fazzino and Sophie Boresi came on stage to talk about AI and how they use it in the burger business.

But they weren't talking about making burgers with AI.

What would you do if you were put in charge of Heathrow Airport? You're handed a virtual budget and you're told, well, try to accommodate 10 million more passengers.

So as you know, I do a weekly travel tech column, which appears in Business Day every Friday.

And when I heard that there was a travel AI gamified experience at Oracle AI World, I rushed over.

to a simulation of London's Heathrow Airport where they gave me £900,000.

You're listening to The Short Stack for October 30th, 2026.

Oracle dominated tech headlines this week, and the clear centerpiece was Oracle AI World 2026 in Las Vegas, Nevada.

The biggest announcement was Oracle's expanded partnership with OpenAI.

Oracle unveiled a new AI strategy that embeds chat GPT, OpenAI models, and codecs directly into Oracle applications.

Hello, everybody.

Welcome back to Cloud Wars in Las Vegas at Oracle AI World.

And delighted to be speaking with our longtime friend, Bonnie Tinder, the founder and CEO of Raven Intelligence.

Bonnie, good to see you.

Welcome back to Cloud Wars Minute.

We're here at Oracle AI World in Las Vegas.

And really the last couple of days, I really know the words to say for it was an AI innovation blitz across technologies, partnerships, go-to-market plans across the whole breadth of Oracle's portfolio and some striking new technology vendors that some might consider potentially competitors of Oracle's now coming in with partnerships.

Let me try to touch on a little bit of this.

They both showed that they're not just in the position of CEO, but they're in control of the company and steering its future direction.

And then you've got the extraordinary, you know, once-in-a-lifetime visionary, Larry Ellison, helping to guide things along from the chairman's point of view.

So, a rousing couple days here at Oracle AI World.

I think they've gone a long way toward ensuring anybody with doubts that they are still a massive force to deal with product acceleration partnerships, doing more for customers.

I find myself shocked at just how many vulnerabilities these AI systems are finding and what it's going to take, just the herculean effort that it's going to take to get ahead of this.

OpenAI's CEO Sam Altman yesterday at Oracle AI World warning about AI-related cyber dangers, the power of AI systems to find vulnerabilities.

And we were talking off-camera yesterday, David, about just the constant refreshing of software versions patch things in real time?

This is a number one concern, I think, of boards and CEOs everywhere.

business

yeah we're ready to rock and roll okay hi this is john reed digitomica and i'm joined by rebecca wedeman how are you doing and uh yes we got fellow our research on board here at oracle ai world to review uh you're busy couple of days here i know you've had a bunch of meetings uh so we're almost at the end of of day two um kind of a high stakes uh show for oracle there's a financial analyst day tomorrow which i'm gonna try to peep in on virtually because obviously there's a whole lot of stuff going on with cloud data center and infrastructure all that stuff but our days here were more focused on the application side and you know getting customers to embrace the AI vision or not so you've had a couple days to dig around what have you found?

Yeah, I mean, there's some pretty interesting stuff going on with Oracle engineering and the way they're thinking about combating the sort of AI FOMU fear of messing up issue, which you and I talked about before, right? The idea that customers want to know that the AI is not going to run off and do something it shouldn't.

And they want to know that not just that they're not going to run up a big token bill, but that they're going to optimize their token spend.