Rising demand for AI and high-performance computing is reshaping cloud competition, data-center design and capital allocation, increasing the importance of purpose-built infrastructure, execution speed and aligned partnerships. In a discussion with IREI, Jared Sheiker, chief of staff for the real assets platform at Blue Owl Capital, and Julia Robin, vice president of networking and data center capacity management at Oracle, addressed how considerations such as power availability, water use, workforce development and sustainability are influencing development decisions, alongside a shift toward disciplined, demand-driven growth.
How does this partnership position Oracle competitively against other cloud providers as AI and high-performance computing demand reshapes data center design and capital allocation?
Robin: AI training and inference workloads require high performance, low latency and stable operating costs. Oracle Cloud Infrastru
