Archive · 26 Jan 2026
Ellison claims AI models commoditized by same data
Larry Ellison, the co-founder of Oracle, said that many big AI models like ChatGPT and Gemini are all similar because they use the same public internet data for training.
He thinks this makes them less special and more like regular products.
Ellison believes the future of AI will be in using private company data, which Oracle is already working on.
Oracle is spending a lot of money to build better AI systems and has a big cloud backlog.
However, other companies like Amazon and Microsoft are also working on similar AI projects, so there's a lot of competition.
Larry Ellison claims major AI models are commoditized due to shared training data.
Ellison predicts future AI breakthroughs will come from private enterprise data.
Oracle is investing heavily in AI, with $50 billion in capital expenditures.
Oracle's AI Data Platform uses techniques like RAG for secure querying of private data.
Oracle faces competition from AWS, Microsoft Azure, and Google Cloud in enterprise AI.
- Who
- Larry Ellison, Oracle Co-Founder and CTO
- What
- Criticism of AI models and Oracle's investment in AI
- When
- December 2025 (fiscal Q2 2026 earnings call)
- Where
- Oracle's fiscal Q2 2026 earnings call
- Why
- To highlight the commoditization of AI models and Oracle's strategic focus on private enterprise data
- Key Figures
- Larry Ellison, Oracle Co-Founder and CTO
- AI Models Mentioned
- ChatGPT, Gemini, Grok, Llama, Claude
- Training Data Issue
- Public internet data
- Future Focus
- Private enterprise data
- Oracle Investments
- $50 billion in capital expenditures
- Oracle AI Platform
- AI Data Platform with RAG
- Competitors
- AWS, Microsoft Azure, Google Cloud
- Oracle Cloud Backlog
- $500 billion by late 2025