Safra Catz

Executive Vice Chair of Oracle

64years oldBaby BoomerBorn December, 1961

Oracle’s CEO from 2014 to 2025 — now executive vice chair — who turned the database giant into core AI infrastructure, signing what she called “the who’s who of AI”: OpenAI, xAI, Meta, and NVIDIA.

Executive

Wikipedia Yahoo Finance on the AI cloud forecast

Why this score

How the formula works →

+3.3pro3 pro-AI statements (measured)

Weights, statement counts, and the formula’s smoothing are already baked in — the points add up to the score: Leaning Pro-AI · 3.3/10

In her words

We have signed significant cloud contracts with the who’s who of AI, including OpenAI, xAI, Meta, and many others.

— Oracle Q1 FY2026 earnings call, 2025

We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year — and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years.

— Oracle Q1 FY2026 earnings call, 2025

Biography

Safra Catz (born 1961 in Holon, Israel) joined Oracle from investment banking in 1999 and became Larry Ellison’s most trusted dealmaker — architect of the aggressive acquisition run that consolidated enterprise software in the 2000s. She served as CEO (initially co-CEO) from 2014 until September 2025, when Oracle named Clay Magouyrk and Mike Sicilia co-CEOs and elevated her to executive vice chair of the board.

Betting the cloud on AI

Catz’s final years as CEO transformed Oracle from cloud also-ran to indispensable AI landlord. Oracle became a core partner in the Stargate data-center venture with OpenAI and SoftBank — with multi-gigawatt buildouts announced in 2025 — and signed enormous long-term cloud deals with AI labs. On her September 2025 earnings call she reported four multibillion-dollar contracts in a single quarter and contracts with “the who’s who of AI, including OpenAI, xAI, Meta, and many others,” projecting Oracle Cloud Infrastructure revenue would climb from $18 billion to $144 billion within five years. Oracle’s stock had its best day in decades.

Catz has framed Oracle as “the cloud of choice for both AI training and inferencing,” a position she called a point of personal pride. Skeptics note the forecasts lean heavily on a small number of AI customers — above all OpenAI — whose own finances depend on continued AI investment euphoria; the concentration risk is real, and Catz’s projections have become a proxy for the entire AI capex debate.