speaking to tech industry veteran tom siebel— the billionaire founder of business software maker siebel systemsuations are �*incredibly frothy�*. this ai phenomenon is not ephemeral and is not small. at enterprise ai, this is estimated to be a $2 trillion software market, so the largest software market, so the largest software market, so the largest software market we have seen in the history of enterprise software so this is very real and very big and has definitely been reflected in the evaluations of ai stocks and particularly people who make the infrastructure for al. if you look at al overall in the amount of money pouring in do you think ai investment is a bubble that will burst any time soon? $1 bubble that will burst any time soon? �* , ~' bubble that will burst any time soon? �* , ~ ~ soon? ai stocks like open ai i think is insane, _ soon? ai stocks like open ai i think is insane, and _ soon? ai stocks like open ai i think is insane, and that - soon? ai stocks like open ai i think is insane, and that they | think is insane, and that they say that markets can remain irrational longer th

systems integrators. i think the tide might be going out for those guys. caroline: tom siebelptimistic on c3.ai, of course the ceo. let's stick with earnings and let's check out what is happening with oracle. it has been on a tear of late, 80% share. therefore it's optimism did not live up to -- well, the hype was there but the numbers did not quite that high. we are down after we saw a 9% increase in revenue. there was a strong infrastructure growth there. 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 s

system, you guys. next tuesday in case you're traveling. >> thank you so much, steve. governor gavin newsom and first partner jennifer siebel a virtual ceremony to induct the first all female class into the california hall of fame. the historic new. the historic night saw each new member honored for their contributions to the state. many of the women inducted have bay area ties. the california hall of fame's 18th class featured the late tina turner, julia child, alice piper, diana ross, and vicki draves, along with ina coolbrith. draves was born and raised in san francisco, and coolbrith was the first librarian in oakland. if you think you're getting the best deal online, think again when you join us on the nine, we talk with an expert about how companies are using your data to secretly chargyo - man, i need some serious help with this health insurance stuff. - check out covered california. it's a free service from the state that helps you get health insurance. millions of people have used it. - wait, for real? - mmm hmm, they even offer financial help to lower the cost. - nooo... how you know about all this? - that's how i