SAN FRANCISCO — Oracle co-CEO Mark Hurd, in his annual Oracle OpenWorld predictions, today said by 2025 all cloud apps will include artificial intelligence (AI) and blockchain. “This nonsense about these are separate solutions — that’s not how the market is going to end,” he said during his keynote.

While some companies position AI as a separate product, “we see AI as a core feature that will get embedded into virtually every solution, every application,” Hurd said.

And likely because of this AI strategy, Oracle also today said it signed an agreement to acquire DataFox and its cloud-based AI data engine. The AI tool continuously extracts data on more than 2.8 million public and private businesses and adds 1.2 million businesses annually. Its customers include Goldman Sachs, Bain & Company, and Twilio.

Oddly, Hurd didn’t mention the DataFox deal in his keynote.

He also didn’t mention that moving off Oracle’s database software reportedly broke Amazon. CNBC today reported it obtained documents that said moving off Oracle was the main reason for a major outage in one of Amazon’s biggest warehouses on Prime Day. And it comes as Amazon wants to move completely off Oracle software by 2020.

But it’s a safe bet that Oracle CTO Larry Ellison will (gleefully) note the Amazon outage in his keynote tomorrow.

Cisco, AT&T Are Customers

Several Oracle cloud customers joined Hurd on stage during his keynote including Cisco and AT&T executives.

Cisco Fellow Navindra Yadav, who founded Tetration Analytics, which Cisco bought for $3.7 billion in 2017, said Cisco Tetration started with Amazon Web Services and Microsoft Azure. The Cisco security and analytics platform still runs workloads in those public clouds. But it was unhappy with the costs and “noisy neighbors” — multiple companies’ applications running on shared bare metal infrastructure, which hurt Tetration’s performance.

“We don’t have noisy neighbors in OCI [Oracle Cloud Infrastructure], we essentially take the whole bare metal offering and put our own image on top of it,” Yadav said. “So we can guarantee SLAs to our customers. In the security business, if we go tell our customer oops we couldn’t prevent that breach because we had a noisy neighbor, that doesn’t fly.”

Tetration is growing 200 percent, quarter over quarter, in software-as-a-service (SaaS) sales, Vadav said. It plans to ramp up migrations to Oracle cloud.

“Each of our clusters are about 36 physical machines with 1.8 petabytes of data that get ingested,” he said. “And there are 40 such clusters ingesting data across different sites or across the whole world. And like we're just ramping up on these clusters.”

“Each of our clusters are about 36 physical machines with 1.8 petabytes of data that get ingested,” he said. “And there are 40 such clusters ingesting data across different sites or across the whole world. And like we’re just ramping up on these clusters.”

AT&T Business CEO Thaddeus Arroyo said his company relies on Oracle cloud to help it meet its goal to virtualize 75 percent of its network by 2020 and roll out 5G services.

“We’re on a journey to move our entire network to the cloud,” Arroyo said, adding that moving to Oracle improves the speed and agility of these workloads. “It’s not just cost dynamics,” he said. “That’s table stakes.”

Oracle’s cloud also improves AT&T Business’ security posture because it allows customers’ traffic to bypass the public internet. “You get a performance benefit, and the beauty is we’re adding an element of security on top of that,” Arroyo said.