Larry Ellison: Big Tech AI Models Flawed, Private Data is Next Frontier
Technology
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Moneycontrol•12-01-2026, 19:09
Larry Ellison: Big Tech AI Models Flawed, Private Data is Next Frontier
- •Oracle's Larry Ellison identifies a fundamental flaw in big tech AI models: they are all trained on publicly available internet data, making them increasingly similar.
- •Ellison believes AI is entering a second, more valuable stage focused on systems that can reason over privately owned enterprise data securely.
- •This shift will involve AI accessing sensitive corporate information like financial records and healthcare data without compromising security.
- •Oracle is positioning itself as a leader in this transition, leveraging its dominance in enterprise databases and developing its AI Data Platform.
- •The company plans significant investments, including a $50 billion capital expenditure and new AI superclusters, to support this strategy.
Why It Matters: Larry Ellison argues the future of AI lies in secure access to private enterprise data, not just public internet data.
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