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How AI Infrastructure Will Power the Future with Oracle and Bain Capital Ventures

  • Oracle and Bain Capital Ventures discuss the importance of AI infrastructure for SaaS applications at SaaStr Annual.
  • AI infrastructure encompasses silicon chips, data centers, models and developer tools.
  • There are multiple models to choose from, built by OpenAI, Google and Anthropic, with more powerful engines available at no cost.
  • Infrastructure buildout for AI is still in early stages compared to other technology cycles.
  • Infrastructure buildout efforts are not trivial and require extensive amounts of power to achieve AI's possibilities.
  • AI products will look and feel much different from current products.
  • Pricing for AI products will change as per-seat pricing may not make sense due to the cost of inference.
  • AI models will improve significantly in the next couple of years with significant upgrades in reasoning capabilities.
  • AI will move from enhancing human productivity to performing tasks on behalf of humans.
  • Oracle is working on a gigawatt data center across Europe and is making advances in the area of AI infrastructure.

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