Magouyrk 称 AI 并非制造新漏洞，而是更快找出系统中积累数十年的既有缺陷。
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。
Clay Magouyrk
Oracle · 联席 CEO 网络与云
最近 90 天
Magouyrk 称把 Snowflake 作为原生 OCI 服务可扩大客户选择并简化部署与付费。
通过让 Snowflake 成为原生 OCI 服务，我们让客户在可用的 AI 和数据能力上有更多选择，同时简化这些服务的部署、管理和付费方式。原文 (en)
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 称 Oracle Media Fabric 用 AI 把内容创作与流媒体整合到整个制作和分发流程中。
内容创作和向观众分发过去是分开的流程。借助 Oracle Media Fabric，我们把内容创作与流媒体结合起来，在整个制作和分发流程中使用 AI。原文 (en)
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称如此规模的数据中心建设本来就复杂，延误属正常现象，不必惊慌。
如此规模的大型建设项目本来就很复杂，任何在进入这类项目时不预设其复杂性的人，都大错特错。原文 (en)
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认为AI算力扩张的真正约束是内存和晶圆产能，而非电力供应。
世界上的内存是有限的，晶圆产能也是有限的。我认为那些花时间研究有多少电力上线的人没抓住重点。看内存产量和制造产能，才更能说明能部署多少算力，因为没有芯片就不需要电力。原文 (en)
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认为未来三到五年内GPU不会出现供过于求。
人们会问：“如果我们造出的GPU远超需求怎么办？”我完全不这么看。至少在我有把握判断的未来三到五年内，我不认为会发生。原文 (en)
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称吉瓦级园区适合训练，而不断增长的推理将使用50至200MW的中型站点，整体将是混合形态。
我认为吉瓦级园区对训练负载很合理，因为需要把所有算力集中在一处。但随着推理规模越来越大，推理不会到处都是2MW的站点，我们交付的有很多是50MW、100MW、200MW的站点。原文 (en)
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称AI是计算的新常态而非风潮，大型厂商、初创和企业需求都极为旺盛。
这不是一时风潮。小型计算机出现时，人们不会问“那打孔卡怎么办？”现实是，这就是计算的新常态，需求巨大，因为它具备前所未有的根本性能力。原文 (en)
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.
甲骨文联席 CEO Clay Magouyrk 称，AI 已将网络事件响应时间从数小时缩短到数分钟，漏洞发现规模一年内增长 10 倍。
AI 已将网络事件的响应时间从数小时缩短到数分钟，而借助 AI 发现漏洞的规模比一年前增长了 10 倍。原文 (he)
ה-AI קיצרה את זמני התגובה לאירוע סייבר משעות לדקות, כשהיקף גילוי החולשות עם AI זינק פי 10 מלפני שנה
Magouyrk 认为 AI 并未制造漏洞，而是在揭示过去 50 年积累的安全问题。
AI 并没有制造问题，AI 没有制造这些漏洞。AI 是在帮助我们发现过去 50 年里积累的所有安全问题。原文 (en)
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.
马古克称AI已编写甲骨文自有软件的70%以上。
马古克表示，AI现在编写了甲骨文自家软件的70%以上。原文 (en)
Magouyrk said AI now writes more than 70% of Oracle's own software.
马古克告诉分析师，甲骨文新签超300亿美元AI合同，无需额外资本。
马古克告诉分析师，甲骨文签下了超过300亿美元的新AI合同，且无需额外资本。原文 (en)
Magouyrk told analysts Oracle closed more than $30 billion of new AI contracts without needing additional capital.
Oracle CEO Clay Magouyrk 表示，新产品套件将 OpenAI 的 AI 能力与企业赖以运行关键业务的 Oracle 应用、数据和云基础设施结合在一起。
通过这一新产品套件，我们将 OpenAI 具有变革性的 AI 能力与 Oracle 的应用、数据和云基础设施结合起来——全球企业依赖这些技术来运行其最关键的业务。原文 (en)
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 称 Oracle Media Fabric 用 AI 打通内容创作与流媒体分发全流程，降低制作时间和成本，并实现实时个性化观看体验。
内容创作和面向受众的内容分发过去是相互独立的流程。借助 Oracle Media Fabric，我们将内容创作与流媒体整合在一起，并在整个制作和分发工作流中运用 AI。这有助于创作者缩短制作时间、降低成本、更好地利用现有内容，并为多样化的受众实时提供个性化的观看体验。原文 (en)
"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 表示，Oracle Media Fabric 将内容创作与流媒体整合，在整个制作和分发流程中应用 AI。
“内容创作和向观众分发过去是彼此独立的流程。通过 Oracle Media Fabric，我们把内容创作与流媒体整合在一起，在整个制作和分发工作流中使用 AI。”原文 (en)
“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 表示，将 Snowflake 作为原生 OCI 服务提供，可让客户在 AI 与数据能力上有更多选择，并简化部署、管理和付费。
企业正在寻找更快、更简单的方式，借助 AI 将企业数据转化为业务价值。通过将 Snowflake 作为原生 OCI 服务提供，我们让客户在 AI 和数据能力上有更多选择，同时简化这些服务的部署、管理和付费方式。原文 (en)
“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 表示企业希望更快更简单地用 AI 将数据转化为业务价值，Snowflake 成为 OCI 原生服务可为客户提供更多选择并简化部署与计费。
企业正在寻求更快、更简单的方式利用 AI，把企业数据转化为业务价值。通过让 Snowflake 成为 OCI 上的原生服务，我们为客户提供了更多 AI 和数据能力的选择，同时简化了这些服务的部署、管理和付费方式。原文 (en)
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.
马古里克称甲骨文超过 70% 的软件代码如今由 AI 编写，且比例仍在加速上升。
如今我们软件中绝大多数代码、超过 70% 是由 AI 编写的，而且这一比例还在加速上升。原文 (en)
the vast majority of code more than 70% of our software these days is written by AI and that's only accelerating.
马古里克认为 AI 不是漏洞的制造者，而是在帮助发现过去 50 年积累的安全问题。
AI 并没有制造问题，也没有制造这些漏洞。AI 是在帮助我们发现过去 50 年积累下来的所有安全问题。原文 (en)
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 表示，将 Snowflake 作为 OCI 原生服务提供，可为客户带来更多 AI 与数据选择，并简化部署、管理和付费。
企业正在寻找更快、更简单的方式，借助 AI 把企业数据转化为业务价值。通过让 Snowflake 成为原生 OCI 服务，我们为客户在 AI 和数据能力上提供更多选择，同时简化这些服务的部署、管理和付费方式。原文 (en)
"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 表示，Oracle Media Fabric 用 AI 打通内容创作与流媒体分发全流程，降低制作时间和成本，并可实时为不同受众定制观看体验。
“内容创作和向观众分发过去是彼此独立的流程。借助 Oracle Media Fabric，我们将内容创作与流媒体整合在一起，在整个制作和分发工作流中使用 AI。这有助于创作者降低制作时间和成本，更好地利用现有内容，并实时为不同受众定制观看体验。”原文 (en)
"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 称企业希望更快更简单地用 AI 把数据变现，Snowflake 作为 OCI 原生服务可增加客户选择并简化部署、管理和付费。
企业正在寻找更快、更简单的方式，借助 AI 将企业数据转化为商业价值。通过将 Snowflake 作为原生 OCI 服务提供，我们为客户在 AI 和数据能力上提供了更多选择，同时简化了这些服务的部署、管理和付费方式。原文 (en)
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 称 OpenAI 正在改变企业解决问题的方式，Oracle 将其 AI 能力与自家应用、数据和云基础设施结合，服务企业关键业务。
OpenAI 正在改变企业解决业务问题的方式，从聊天、编程、分析到自主智能体。借助这套新产品，我们将其变革性的 AI 能力与 Oracle 的应用、数据和云基础设施结合起来，全球企业依赖这些技术来运行其最关键的业务。原文 (en)
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.