Over the past few days Larry Ellison has continued to assert his outsize influence at Oracle where he now controls about 40 percent of the company, according to SalesforceBen. This deepening grip signals Ellison's intent to steer Oracle through the next wave of AI-driven growth with an iron hand, raising both optimism and nerves among industry insiders—especially those at rival Salesforce. While Ellison's longtime personal and professional connection with Salesforce's Marc Benioff continues to make headlines, there is increasing speculation that Oracle’s AI infrastructure ambitions will put it in more direct competition with its former protégés.
The biggest development for Ellison, though, extends far outside the database world. According to a detailed analyst report on RCR Wireless, Ellison’s multibillion-dollar bets on media, notably his investment in Paramount and attempts to court TikTok, are part of a much wider play: creating demand for Oracle’s AI data centers, rumored to have budgets surpassing 100 billion dollars. This move isn’t some billionaire vanity project—it’s a textbook example of Ellison vertically integrating the AI economy by locking down both the compute supply and the insatiable demand from media and social platforms. If this strategy pays off, it could shelter Oracle from the kind of commodity trap that challenges other infrastructure providers and place Ellison at the center of a new tech-media stack with massive long-term implications.
Ellison’s media involvement continues to spark both public buzz and intrigue behind the scenes. AOL reports that as the primary shareholder in the merged Paramount Skydance entity, Ellison has been actively discussing new corporate maneuvers, including talk of potentially acquiring Warner Bros. Discovery. While no deals have been confirmed, industry chatter suggests that Ellison is not just content with Paramount; he’s looking to expand this Hollywood footprint, adding more high-powered chess pieces to his media empire. Insiders even mention Ellison weighing in on CNN’s leadership, although any action remains deeply speculative. Still, this overlapping of Silicon Valley and Hollywood simply fuels the narrative of Ellison as a mastermind shaping the future of data, media, and influence.
On the business activity front, Oracle’s AI-driven cloud infrastructure remains a major newsmaker, though Ellison himself has kept a low profile in public appearances this week. Social media discourse reflects rising curiosity and analysis of his bold moves, but Ellison’s own accounts have stayed characteristically silent, letting his capital do the talking.
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Nov 21 20253 Min.