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

We attended Oracle AI World 2026 in Las Vegas today and attended keynotes and conducted ~a dozen conversations across partners, customers and meetings with Oracle product management. Our takeaways provided incremental confidence on the key growth drivers across Oracle Database, OCI and SaaS Applications with evidence of building AI monetization. At the opening keynote Co-CEO Mike Sicilia highlighted Oracle's expanding portfolio of agentic applications, including 25 new Fusion Claw-powered offerings, reinforcing Oracle's strategy of embedding AI directly into mission-critical business processes. Separately, EVP Juan Loaiza introduced Deep Trust AI Architecture, which embeds security, policy controls, and governance at the database layer to address enterprise concerns around AI reliability and data protection. On apps, the ~$500K agent add-on, which includes a meaningful amount of consumption, stood out as a much more tangible monetization mechanism, and customers highlighted real value