Pro-AIPerson

Safra Catz

Executive Vice Chair of Oracle

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

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.