Oracle AI World - enterprise + distributed cloud + cloud natives + AI infrastructure = hyper-growth. Does Oracle co-CEO Clay Magouyrk's formula for success add up?

A simple enough statement, but coming from the man who’s just stepped into Safra Catz’s shows as the new co-CEO of one of the biggest enterprise software companies in the world, one that sounds re-assuringly confident. In fact, he’s only talking about handing over the speaker’s microphone at the Oracle AI World Investor Day to a colleague, but the underlying interpretation is irresistible from the ‘cheap seats’ as Clay Magouyrk and his fellow co-CEO Mike Sicilia are inheriting command of Oracle at a time when the firm is enjoying a spectacular boom.

No sooner had Catz announced last month that Oracle was staring down the barrel of a $0.5 trillion AI infrastructure revenue pipeline than Wall Street, already hyped-up on an AI hype sugar rush of its own making, threw itself behind the company and sent its valuation soaring.

There are, as some commentators have ...