In June, Oracle entered the generative AI market, striking a deal to provide large language models (LLMs) to their customers and announcing billions of dollars in cloud computing commitments from startups training the complex systems. Three months later, the software maker is delivering broad access to the powerful AI technology across their cloud infrastructure, electronic health record (EHR) software, data analysis tools, ERP, and customer service software. Signed business from AI developers has doubled to $4 billion. “Generative AI showed up about a year ago now, and it changes everything. It’s certainly changing everything at Oracle,” Chairman and Chief Technology Officer Larry
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