As the AI Revolution kicks into hyperdrive in 2026, Oracle is claiming first-mover status in helping customers unleash the full power of all of their data with AI solutions that securely manage, train, and reason over not only their Oracle data but also third-party data.
Larry Ellison outlined Oracle’s new data-centric and AI-powered strategy in the company’s fiscal-Q2 earnings call last month. The significance of Ellison’s newly articulated vision is that it helps business leaders understand more clearly how to become leaders in the emerging AI Economy —and, not coincidentally, Ellison says that Oracle is the cloud and AI vendor best able to turn that vision into reality.
It’s also significant that this new Holy Grail plan from Ellison encompasses not only Oracle’s runaway OCI business, but also its applications business as well as its new AI Database and AI Data Platform.
Here’s the grand promise outlined by Ellison on the Oracle Q2 call:
“The Oracle AI Data Platform makes all your data — ALL of your data — accessible to AI models. Not just the data in Oracle databases and Oracle applications, but data from other databases, cloud storage from any cloud, even data from your own custom applications are accessible to AI models using the Oracle AI Data Platform. Using our AI Data Platform, you can unify all your data and reason on all of your data using the very latest AI models.
“This is the key to finally unlocking all the value in all your data. Very soon through the lens of AI, you will be able to see everything happening in your business as it happens.”
While every company in the Cloud Wars Top 10 is aggressively promising to deliver some parts of that Holy Grail outcome — “unlocking all the value in all of your data” — I believe Oracle has taken the lead in that race through a strategic combination of its long-time foundation (databases) plus its hypergrowth infrastructure business (OCI) plus its expansive applications/agents business (Fusion and industry-specific) plus something brand new: the AI Data Platform.
And here’s how Ellison sees all of those pieces coming together to help customers rapidly, effectively, and securely become leaders in the AI Economy.
“Over the years, Oracle has developed software in three important areas: database, applications, and the Oracle Cloud,” Ellison said on the call last month.
“Autonomous software eliminates human labor and human error, thus lowering operating costs and making our systems faster, more reliable, and more secure.
“Now with the development of the Oracle AI Database and the Oracle AI Data Platform, we’re bringing all three layers of our software stack together to solve another very important problem: enabling the latest and most powerful AI models to do multi-step reasoning on all your private enterprise data, while keeping that data private and secure,” said Ellison (emphasis added).
This approach is not some jerry-rigged solution in search of a problem — Ellison said that “all of our database customers and applications customers want to do this,” and that this new approach is shaping the largest markets the world has ever seen.
“Training AI models on public data is the largest and fastest-growing business in history,” Ellison said. “And AI models reasoning on private data will be an even larger and more valuable business.”
Here’s the logic path Ellison outlined:
- “Oracle Databases contain most of the world’s high-value private data.
- “Oracle applications also all hold huge amounts of exceptionally valuable private data.
- “The Oracle Cloud includes all the top AI models: OpenAI ChatGPT, xAI Grok, Google Gemini, and Meta Llama.
- “Oracle’s new AI Database and AI Data Platform plus the latest versions of Oracle applications enable all of those AI models to do multi-step reasoning on your database and application data while keeping that data private and secure.”
Yes, there’s a lot of tech talk in there, but the outcome Ellison is describing has become the top priority for every thoughtful CEO in every industry in every region on Earth.
“All our database and application customers want to do this,” Ellison said, “because for the first time, they get a unified view of all of their data. AI models can respond to a single inquiry by reasoning across all your databases, all of your applications. By treating all of your data holistically, the combination of AI models plus the Oracle AI Database and AI Data Platform breaks down the walls that isolate and fragment your data,” Ellison said.
“And this is the key to finally unlocking all the value in all your data.”
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Final Thought
Now, you might be thinking, “Well hell’s bells, that’s not a new idea — everybody’s trying to do that!” And my reply would be, “Yes, that’s true — but can any single tech vendor match the capabilities that Ellison says Oracle can deliver today?”
As I’ve said many times before, Ellison does not follow conventional “wisdom,” nor does he play by established rules. And here again, he is delivering what lots of other companies are promising.
And, I believe Ellison has just shared a brilliant high-level vision that positions his company perfectly for what is sure to be an explosive year in the Cloud Wars.
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