Oracle’s Larry Ellison Predicts $100 Billion AI Surge Driven by Nuclear Energy

Oracle co-founder Larry Ellison is confident that the artificial intelligence (AI) revolution is just getting started, predicting a $100 billion AI infrastructure boom that could be powered by nuclear energy. Ellison believes the current surge in AI demand will continue for years, fueled by innovations in nuclear technology to meet the immense energy needs of AI systems.

During Oracle’s recent earnings call, Ellison emphasized that AI’s rapid development requires significant computing power, which in turn necessitates reliable and scalable energy sources. He highlighted nuclear energy as a viable solution to sustain the growth of AI, noting that clean, constant energy is essential for running large-scale data centers and AI workloads.

The tech mogul’s prediction comes as Oracle itself ramps up investments in cloud infrastructure to cater to the growing AI market. Oracle’s cloud business has seen a sharp increase in demand, driven by the need for AI processing power, making it a central player in the next wave of AI advancements.

Ellison’s bold projection aligns with broader industry trends, where AI applications—from generative models to machine learning—are becoming more resource-intensive. As companies worldwide invest in AI, energy consumption is expected to skyrocket, placing nuclear energy at the forefront of discussions about sustainable AI growth.

With Oracle positioned to capitalize on this expansion, Ellison envisions AI becoming a multi-billion-dollar industry, driven by cutting-edge technology and sustainable energy solutions.