In today's Cloud Wars Minute, I unpack how Oracle is redefining data activation with agentic AI capabilities.

Highlights

00:03 — I recently talked about some big plans that Oracle has for fusing agentic AI into its applications and calling those Oracle agentic applications. Now it's extended its whole mantra from a couple of years ago that came from Chairman and Founder, Larry Ellison, where he said AI changes everything.

00:28 — Oracle's taken that very much to heart, and they're extending their agentic AI push deeply into their AI Database. There's a couple things I want to point out. In the larger sense, I think what's going on here is we're seeing the hunted turn into the hunter, right?

01:20 — I think in large part, not so much that the theory was wrong, although I do think it is wrong, but more because Oracle took the initiative, and instead, its pace of innovation and change and product development and customer-centric enhancements have been at a pace far beyond what any of these single-purpose competitors are doing.

02:12 — Now with AI, the point of Oracle's move here is to say we're going to bring AI to the data, instead of having to move all the data around here. And nobody's in a better position to be able to do that now than Oracle.

03:03 — [Oracle Executive Vice President Juan Loaiza] said, with the Oracle AI database, customers now, they don't just store data passively in a warehouse. Instead, he said, customers will be able to activate their data for AI and make decisions around data with stock-exchange-level robustness in every leading cloud.

04:00 — But the larger point here, too, is about, when Larry Ellison said publicly AI changes everything, that was a pretty clear indication that he was going to be leading this entire effort to go completely across the entire company, every facet of Oracle's massive portfolio is going to become AI-first.

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