Oracle's '300 Miles Per Hour' AI Tailwind

From his vantage point advising 15,000 Oracle enterprise customers, Scott Charter sees AI being rapidly integrated into the operating systems of modern business. Speaking on the sidelines of the DCD New York event in March, Charter, Director of AI Strategy for North America at Oracle, tells Cool Vector how AI is reshaping everything from hiring and benefits management to quarterly financial closes — and believes the demand curve has no ceiling. "I remind you: today's AI is the worst AI you'll ever see,” Charter tells Cool Vector. “A month from now, two months from now, a year from now, it will be dramatically different. We are only anticipating where our new growth will come from. I look back to my customer base and I use a baseball metaphor — right now, most enterprises are not turning on true inferencing engines inside of their companies. We're not in the top of the first inning of that metaphorical ball game. We're all still looking for parking." Key takeaways from Scott Charter’s Cool Vector interview: • Oracle has rapidly scaled from traditional cloud infrastructure to AI factories, exemplified by expanding from 131,000 to 800,000 GPUs in a single cluster. • Corporate AI adoption is evolving from author-and-answer tools toward agentic workflows that can compress multi-week business processes into days. • Charter sees compute costs trending toward near-zero, which he expects to unlock an era of abundance where AI applications expand far beyond what cost-justification currently allows. Access the transcript and a searchable content archive at the Cool Vector Substack: https://coolvector.substack.com/ #datacenter #digitalinfrastructure #ai #coolvector #oracle