Clay Magouyrk

Magouyrk says AI is not creating new vulnerabilities but is surfacing long-accumulated flaws in existing systems more quickly.

AI is helping identify security problems accumulated over decades; it is not creating new vulnerabilities but finding flaws already hidden in systems faster.

Original (zh)

Clay Magouyrk称，AI正在帮助识别过去数十年累积下来的安全问题。换言之，AI并不是在制造新的漏洞，而是在更快找出原本就隐藏在系统中的缺陷。

Magouyrk says offering Snowflake as a native OCI service widens customer choice and simplifies deployment and payment.

By making Snowflake available as a native OCI service, we’re giving customers more choice in the AI and data capabilities they can use, while simplifying how they deploy, manage, and pay for those services.

Magouyrk says Oracle Media Fabric merges content creation and streaming using AI across the whole production and distribution workflow.

Creating content and delivering it to viewers were separate processes. With Oracle Media Fabric, we’re bringing content creation and streaming together, using AI across the entire production and distribution workflow.

Magouyrk says building data centers at this scale is inherently complex and delays are normal, not alarming.

Building large construction projects of this scope is complicated, and I think anyone that goes into those projects without assuming that they're going to be complicated is sadly mistaken.

Magouyrk argues memory and wafer fab capacity, not power availability, are the real limits on AI compute buildout.

There is only so much memory in the world. There is only so much wafer fab. I think everybody who spends time thinking about how much power is coming online is missing the point. I think you can actually look at how much memory is being produced and how much fabrication capacity is, and that is a much clearer sample of how much you could put in, because we do not need power without chips.

Magouyrk does not foresee GPU oversupply relative to demand over the next three to five years.

People are like, ‘But what if somehow we are able to build just so many more GPUs than there is demand for?’. I just do not see that. Not for the timeline that I feel like I can confidently have some perspective on over the next three to five years. I do not see it happening.

Magouyrk says gigawatt campuses suit training while growing inference will run on mid-sized 50-200MW sites, so a mix of sizes will persist.

I actually think that the gigawatt scale campuses make a lot of sense for training workloads, because you need to be able to harness all of that capacity in one area. But as you see inferencing get larger and larger and larger, inferencing is not going to be 2MW sites everywhere, but we're delivering a lot of 50MW, 100MW, 200MW sites.

Magouyrk says AI is the new normal for computing, not a fad, with immense demand across big players, start-ups and enterprises.

This is not a fad. When mini-computers came along, people didn't ask, ‘But what about the punch cards?’. The reality is this is the new normal for computing, and the demand for it is immense because it has a fundamentally different capability than we've seen before.

Oracle co-CEO Clay Magouyrk said AI has cut cyber incident response times from hours to minutes and increased vulnerability discovery tenfold in a year.

AI has shortened response times to a cyber incident from hours to minutes, while the scope of vulnerability discovery with AI jumped 10x compared to a year ago.

Original (he)

ה-AI קיצרה את זמני התגובה לאירוע סייבר משעות לדקות, כשהיקף גילוי החולשות עם AI זינק פי 10 מלפני שנה

Magouyrk argues AI is not creating bugs but exposing security issues accumulated over 50 years.

AI is not creating the problem. AI is not creating these bugs. AI is helping us discover all of the security issues that we have developed over the past 50 years.

Magouyrk said AI now writes more than 70% of Oracle's own software.

Magouyrk said AI now writes more than 70% of Oracle's own software.

Magouyrk told analysts Oracle closed over $30 billion of new AI contracts without needing additional capital.

Magouyrk told analysts Oracle closed more than $30 billion of new AI contracts without needing additional capital.

Oracle CEO Clay Magouyrk says the new suite unites OpenAI's AI capabilities with Oracle's applications, data and cloud infrastructure that businesses depend on for critical operations.

With this new product suite, we are uniting [OpenAI’s] transformative AI capabilities with Oracle applications, data and cloud infrastructure — technology that businesses around the world rely on to run their most critical operations,

Magouyrk says Oracle Media Fabric merges content creation and streaming with AI across the workflow, cutting production time and cost and enabling real-time personalized viewing.

"Content creation and content distribution to audiences were once separate processes," said Oracle CEO Clay Magouyrk. "With Oracle Media Fabric, we integrate content creation with streaming and leverage AI throughout the entire production and distribution workflow. This helps creators reduce production time and costs, better utilize existing content, and deliver personalized viewing experiences in real time to diverse audiences."

Magouyrk says Oracle Media Fabric merges content creation and streaming into one AI-driven production and distribution workflow.

“Creating content and delivering it to viewers were separate processes,” said Oracle chief executive Clay Magouyrk. “With Oracle Media Fabric, we’re bringing content creation and streaming together, using AI across the entire production and distribution workflow.”

Magouyrk says offering Snowflake as a native OCI service gives customers more choice in AI and data capabilities while simplifying deployment, management and payment.

“Organizations are looking for faster, simpler ways to turn their enterprise data into business value with AI,” said Oracle CEO Clay Magouyrk. “By making Snowflake available as a native OCI service, we’re giving customers more choice in the AI and data capabilities they can use, while simplifying how they deploy, manage, and pay for those services.”

Clay Magouyrk says enterprises want faster, simpler ways to turn data into business value with AI, and offering Snowflake natively on OCI gives customers more choice while simplifying deployment and billing.

Enterprises are seeking faster, simpler ways to leverage AI to turn enterprise data into business value. By making Snowflake available as a native service on OCI, we are giving our customers more choices for AI and data capabilities, while simplifying how they deploy, manage, and pay for these services.

Magouyrk says over 70% of Oracle's software is now written by AI and the share is accelerating.

the vast majority of code more than 70% of our software these days is written by AI and that's only accelerating.

Magouyrk argues AI is not creating security bugs but uncovering those accumulated over 50 years.

AI is not creating the problem. AI is not creating these bugs. AI is helping us discover all of the security issues that we've have developed over the past 50 years.

Clay Magouyrk says offering Snowflake as a native OCI service gives customers more AI and data choice while simplifying deployment, management and billing.

"Organizations are looking for faster, simpler ways to turn their enterprise data into business value with AI," said Clay Magouyrk, CEO, Oracle. "By making Snowflake available as a native OCI service, we're giving customers more choice in the AI and data capabilities they can use, while simplifying how they deploy, manage, and pay for those services.

Clay Magouyrk says Oracle Media Fabric merges content creation and streaming with AI across the workflow, cutting production time and cost and enabling real-time audience-tailored viewing experiences.

"Creating content and delivering it to viewers were separate processes," said Clay Magouyrk, CEO, Oracle. "With Oracle Media Fabric, we're bringing content creation and streaming together, using AI across the entire production and distribution workflow. That helps creators reduce production time and cost, make better use of their existing content, and tailor viewing experiences for different audiences in real-time."

Clay Magouyrk says enterprises want faster, simpler ways to turn data into AI-driven value, and offering Snowflake as a native OCI service gives customers more choice while simplifying deployment, management and billing.

Organizations are looking for faster, simpler ways to turn their enterprise data into business value with AI. By making Snowflake available as a native OCI service, we're giving customers more choice in the AI and data capabilities they can use, while simplifying how they deploy, manage, and pay for those services.

Magouyrk says OpenAI is transforming enterprise problem-solving and that Oracle is combining OpenAI's AI capabilities with its applications, data and cloud infrastructure for mission-critical operations.

OpenAI is transforming how enterprises solve business problems, from chat, to coding, to analytics, to autonomous agents. With this new product suite, we are uniting their transformative AI capabilities with Oracle applications, data, and cloud infrastructure—technology that businesses around the world rely on to run their most critical operations.