anurag, this is a huge win for oracle.ll of a sudden ai comes along to give this business a huge boost. and around -- anurag: you absolutely nailed it. one is them getting work from startups and companies experimenting with ai, and then companies like microsoft of tapping into oracle because they have excess capacity or demand right now and they are struggling for capacity. the entire cloud area is really seeing the boom of more ai workflows from enterprises. matt: in terms of ai, almost could we see this boost oracle's revenue? i flicked and other products -- crm, for example, they have agents that are $50 boost to, i don't know, a $50 package. anurag: in the case of oracle, a few years ago oracle was having a hard time getting 4%, 5% topline. now we are expecting growth of 9, 10, 11%, most of that driven by the cloud infrastructure. the issue they could be facing is the shortage of nvidia chips. everybody's fighting for this chips because right now backlog is enough for everybody. the question is can they convert that in

for more let's ring in anurag rana.enue for the quarter is seen slowing, a pretty dramatic slowing. the stock is up about 27% since this last earnings report. there is a big disconnect there. anurag: what is happening with sales forces, during their annual user conference they announced some really interesting ai products that are very interesting but may not generate revenue in the near term but shows the promising nature of what they can do with all of this customer data. we think the revenue generation from this ai new product may not happen for a year or two years but it is helping investor optimism about salesforce. scarlet: you are talking about a one to two year transition period before we see it show up. salesforce has been on a marketing and product release blitz. they are talking about hiring 1000 new people to sell this product. our customers ready to see an increase in spending without the payoff in the revenue numbers? anurag: one of the things you want to look at, these salesforce products will save you mo

anurag rana breaks it down. it was not enough, was it? they beat on currency, so in the report it was slightly below, but that -- but at the same time, as you mentioned, the expectations are getting high for some of these names. the beat has to be material enough. we think the demand is still there. the question is whether the second half growth rate is going to be in the high 50's or low 50's. but still, that is a pretty impressive number of all said and done. caroline: that is a 52 percent increase in cloud infrastructure sales. what about the rest of the business? how is cloud continuing to perform for them? how are software sales going? anurag: before the cloud infrastructure push happened this company was growing in that 4, 5, 6% range. -- 4%, 5%, 6% range. generally in line with what is happening with salesforce. but that space has been under pressure over the last 12 months. the real area of growth is cloud infrastructure. because of ai workloads. that is where the bulk of the interest lies at this point. caroline: any mention arou

caroline: anurag, thank you so much.zon is trading at a record high today off of the cloud division annual reinvent conference. it rolled out there yesterday powerful new chip arrays to compete with rivals. matt carmen joined us after his stage appearance and we started discussing the massive cluster of homegrown ships that he says will win top of the processing power. >> that's our first innovation, amazon designed custom silicone the gives us unparalleled performance for ai capabilities. and then we build it together. there will be cooling, heating, and power that we need to build the data centers. it really starts with silicon down at that level and we innovate on the entire stack of ai to control everything that goes into those clusters. >> this is less about dependency on gpu in many ways. the alternative for your clients, what sort of costs savings will they get? what kind of energy efficiency? >> we like to think of it as a supplement. customers want choice, giving them lower-cost options. we think that for certai