These days, artificial intelligence (AI) is being discussed everywhere. Every other company is claiming that its AI model is the best. But have you ever wondered what the difference would be if all AI models were learning from the same books and internet information? Oracle co-founder and Chief Technology Officer (CTO) Larry Ellison has pointed out precisely this issue. During Oracle's earnings call, he spoke about a "fundamental flaw" that could change the entire landscape of AI in the future. According to Ellison, we are moving towards a time when there will be no significant difference between AI models.
Why are ChatGPT and Gemini becoming so similar?
Larry Ellison's argument is very simple and clear. He says that whether it's OpenAI's ChatGPT, Google's Gemini, or Meta's LLaMA, all of them have been trained using publicly available data on the internet. According to Ellison, all these models are learning from the same data, so they are fundamentally the same. This is why they are rapidly becoming a commodity product. This means that in the future, simply creating a good AI model will not be enough, because everyone will have access to that technology.
Companies' private data is the real treasure.
So, who will win this AI race? Ellison believes that the next golden age will not be about creating better models, but about integrating AI with private and confidential data. For example, a hospital's own records or a company's confidential sales reports. This is data that is not available on the internet. The AI model that can securely utilize this private information will be the real winner. Oracle is placing a big bet on this. The company has increased its investment estimate from $35 billion to $50 billion.
Oracle is creating a master plan.
Oracle has a natural advantage because most of the world's largest companies already have their valuable data stored in Oracle databases. The company is using a special technology called "Retrieval-Augmented Generation" (RAG). Simply put, this technology allows AI to find precise answers within a company's private files without compromising security. In October, Oracle also announced a supercluster with 50,000 AMD GPUs and a zettascale supercomputer connecting millions of NVIDIA GPUs to enhance its AI capabilities. By the end of 2025, Oracle's cloud business is projected to surpass the $500 billion mark, reflecting the massive demand for AI.
Growing competition and future challenges
However, Larry Ellison's vision faces several challenges. Tech giants like Amazon (AWS), Microsoft Azure, and Google Cloud are also racing to develop similar "enterprise AI" capabilities. Furthermore, the emergence of "synthetic data" (data created by machines) could reduce reliance on private data. The question now is whether Oracle's strong hold on its databases will give it the winning edge, or will the AI wave shift in a new direction? Currently, the real competition in the world of AI has moved beyond publicly available internet data to the data stored within companies' private systems.
Disclaimer: This content has been sourced and edited from Amar Ujala. While we have made modifications for clarity and presentation, the original content belongs to its respective authors and website. We do not claim ownership of the content.
