With AI, our biggest worry is the supply, not demand: Oracle CEO Safra Catz

"My biggest worry is not lack of demand. My biggest worry is making sure I have supply to do the expansions. It's only the beginning for India moving to the cloud. Around the world, too, it is still the beginning. I don't know what percentage has moved to the cloud, but eight times of that still hasn't," said chief executive Safra Catz.