From 'Oracle Cloud World' to 'Oracle AI World', the change of Oracle's annual conference name held in Las Vegas reflects its high hope for the changes brought by AI.

This year, Oracle's market value returned to the top ten global technology companies, precisely because of its business transformation with AI. On September 10th, the company's stock price surged 36% in a single day due to the announcement of its fin

This time, Oracle is once again attempting to ride out the technology cycle and place bets on the central stage of the AI computing revolution.

From Database to AI

When it comes to databases, Oracle is a name that cannot be bypassed. It was once synonymous with databases. In the 1980s, the company led by Larry Ellison changed the landscape of enterprise data management with Oracle Database. In the 1990s, Oracle

However, in the cloud computing era, Amazon AWS took the lead, followed closely by Microsoft Azure and Google Cloud. Oracle's cloud transformation was criticized as being slow and conservative. For years, it was seen more as a traditional enterprise

With the outbreak of the new round of generative AI, AI is no longer an additional feature, but a platform-level capability. While reshaping various industries, AI has also determined the direction of the next-generation IT architecture. Oracle has f

Wu Chengyang told the reporter that AI is no longer just a “plug-in” software or function in enterprise applications, but needs to be integrated into all business and processes. “Using the human body as an analogy, AI is not just an organ, but needs

Oracle's vision is clear-cut -- AI must be embedded into all of the company's product lines, whether it is databases, cloud platforms, or enterprise applications. AI will drive all of them in the future.

After the AI boom caused by ChatGPT in 2023, the global demand for AI computing power has grown exponentially, leading to a shortage of supply for NVIDIA GPUs. Oracle, however, had started stockpiling GPUs as early as 2021, and the launch of its Zett

From another perspective, Oracle's successful transformation is a reflection of the structural growth of the entire AI computing power market demand. According to Canalys data, global cloud infrastructure spending reached $95.3 billion in the second

However, AWS, Microsoft Azure, and Google Cloud have order backlogs of 195 billion, 368 billion, and 106 billion dollars respectively, with delivery cycles of several quarters, resulting in a severe supply-demand imbalance. This imbalance in supply a

OCI 'saves' Oracle

In the face of the AI era, Oracle has not repeated the mistakes made in the cloud era. While timely entering the AI race and actively keeping up, it has also found another way and chosen a path that is correct at least for now.

In response to AI, Oracle has introduced the concept of Oracle Cloud Infrastructure (OCI), with founder Larry Ellison leading as the company's Chief Technology Officer, and guiding the development of OCI from its infancy stage up. This innovation dem

OCI has always been designed with a focus on core business requirements, high-performance computing, and large-scale AI computing workloads. With its unique network architecture and bare metal server capabilities, OCI can provide stronger performance

Unlike technology companies pursuing self-developed large models, Oracle adopts a multi-model + multi-cloud approach. Oracle has embedded AI capabilities into its Fusion applications, forming built-in intelligence, and through its AI database, enable

Meanwhile, unlike other cloud service providers with a wide range of product portfolios offering everything as a service, Oracle has chosen a differentiated competitive path - focusing on high-performance computing and enterprise workloads, especiall

The multi-cloud strategy has not only expanded the traffic entrance and ecological radius of Oracle but also opened up a channel between the customer's existing cloud architecture and Oracle database, reducing the switching cost. In August, Oracle al

In terms of multi-model strategy, Oracle allows customers to call the mainstream models such as OpenAI, Google Gemini, and Meta Llama on its cloud through an open attitude.

This combination strategy highlights Oracle's pragmatic attitude in the era of AI. Instead of competing head-on with top model companies, it focuses on enterprise landing and data integration, using flexibility to withstand technological uncertaintie

Oracle Corporation won the data hosting business of TikTok in the United States in 2022, marking a watershed moment for OCI. The annual income brought by TikTok quickly surpassed $1 billion, exceeding the total of all other OCI clients at that time.

In terms of computing power, a key factor in AI, Oracle has secured a relatively stable supply of GPU chips through its deep partnership with NVIDIA. Moreover, at the recent GTC, NVIDIA announced its collaboration with Oracle to build the largest AI

Thanks to its deep collaboration with NVIDIA and experience in AI computing power scheduling, Oracle this year signed the largest cloud service agreement in history with OpenAI to provide 4.5 gigawatts of computing power for the Stargate project, eno

Built-in AI technology into the 'genes'

As Wu Chengyang said - AI is not a particular organ, but needs to be integrated into the blood of the enterprise. If computational power is the 'new engine' of Oracle, then the AI transformation of databases is an upgrade of its 'core business'.

This year, Oracle launched its AI Database 26ai to further advance its 'AI for Data' vision. Senior Director of Technical Consulting at Oracle China, Ji Xiaofeng, described 26ai as the 'pioneer of AI native databases', believing that '26ai will compl

The 26ai database embeds AI directly into the core of the database, allowing companies to bring AI to their data, simplifying application development and AI empowerment of mission-critical workloads. Different from the traditional "Data for AI"(extra

This concept addresses fundamental issues in enterprise AI applications - according to MIT data, 95% of generative AI investments have barely brought any benefits to businesses. The root cause lies in data-related issues such as data silos, poor data

According to Jiao Xiaofeng, 26ai has multi-modal data fusion capabilities and supports various data types such as structured, unstructured, vector, graph, spatial, etc., which solves the biggest pain point of enterprise AI projects - data silos. Thro

In addition, Oracle has launched Oracle Autonomous AI Lakehouse, fully embracing Apache Iceberg, enabling customers to safely run AI and analytics on all their data. This service is available on OCI, AWS, Azure, Google Cloud, and Exadata Cloud@Custom

The changes brought by the new strategy have also been reflected in Oracle's financial reports. In the first-quarter financial report of fiscal year 2026, Oracle's total revenue increased by 12% year-on-year to $14.9 billion. Cloud revenue increased

In addition, investment in infrastructure has become an important part of Oracle's AI transformation. According to Bloomberg estimates, Oracle will invest hundreds of billions of dollars in infrastructure construction in the next few years. The compa

In 2025, Oracle will not only return to the top ten global technology companies by market value, but also achieve a breakthrough in cloud business accounting for more than 40% of its total. It is getting closer to Larry Ellison's goal of having cloud