The event accentuated Oracle’s strategy to integrate AI across its offerings, enhance multicloud capabilities, and solidify its position in the enterprise AI landscape.

AI integration across applications

A central theme of the conference was the embedding of AI into Oracle’s Fusion Cloud Applications. The company introduced over 50 AI agents designed to automate tasks and provide insights across various business functions, including finance, HR, and supply chain. The move aims to streamline operations and boost decision-making processes for enterprise clients.

Advancements in data infrastructure

Oracle unveiled its Autonomous AI Lakehouse, a platform that combines the scalability of data with the performance of data warehouses.

This solution integrates AI and machine learning capabilities directly into the database, allowing customers to analyse data without the need to move it.

The company also introduced the Oracle AI Data Platform, which facilitates the connection of generative AI models with enterprise data, applications, and workflows, aiming to simplify the AI adoption process for businesses.

Multicloud Strategy and Partnerships

Emphasising its multicloud approach, Oracle unveiled the general availability of its services across major cloud providers, including AWS, Google Cloud, and Microsoft Azure.

This strategy is designed to offer customers flexibility and choice, aligning with the growing trend of multicloud adoption in the enterprise sector.

Infrastructure investments and collaborations

Oracle disclosed plans for a $500 billion initiative with OpenAI to build five new data centres, highlighting its commitment to expanding AI infrastructure.

Additionally, the company announced a collaboration with AMD to offer cloud services powered by AMD’s upcoming MI450 AI chips, with initial deployments scheduled for 2026.

Financial projections and market response

Co-CEO Clay Magouyrk projected that Oracle’s cloud infrastructure revenue could reach $166 billion by fiscal year 2030.

This forecast is supported by recent business developments, including a $20 billion deal with Meta Platforms. The company’s stock experienced a notable increase following the announcement, reflecting investor confidence in its AI and cloud strategies.

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