Oracle AI World Day 1 Shows AI Strength Across Apps + Data

We attended Oracle AI World 2026 in Las Vegas, joining keynotes and conducting roughly a dozen conversations with partners, customers and Oracle product management. Takeaways increased our confidence in the key growth drivers across Oracle Database, OCI and SaaS Applications, with evidence of building AI monetization. In the opening keynote, Co-CEO Mike Sicilia highlighted 25 new Fusion Claw-powered agentic applications across ERP, HCM, SCM and CX, reinforcing the strategy of embedding AI directly into mission-critical business processes. The ~$500K agent add-on, which includes a meaningful amount of consumption, stood out as a more tangible monetization mechanism than at many application vendors, and customers cited real value from applying agents to existing workflows. EVP Juan Loaiza introduced the Deep Trust AI Architecture, embedding security, policy controls and governance at the database layer. Database conversations were encouraging around 26AI and AIDP, with early competitive