A conversation about enterprise AI readiness, governance challenges, and the next major growth opportunity in intelligent business applications.
Oracle
Oracle’s latest AI Database updates deliver faster failover, improved uptime, and zero data loss capabilities. With new security tools and quantum-resistant encryption, enterprises can run mission-critical AI workloads more securely and efficiently.
AWS’s AI business has surged to a $20B run rate in just three years, vastly outpacing its early cloud growth. However, competitors like Google Cloud and Microsoft are growing faster, raising questions about AWS’s long-term dominance.
AWS’s AI business is scaling rapidly, yet rivals are outpacing it in both growth and future revenue pipelines.
Google Cloud, Oracle, Microsoft, and AWS now hold more than $2 trillion in combined backlog and RPO, revealing massive contracted demand for AI and cloud services that will convert into future revenue.
Hyperscalers hit a $2 trillion backlog milestone, signaling unprecedented AI demand while exposing capacity constraints that could reshape infrastructure strategies across Microsoft, AWS, Google Cloud, and Oracle.
Enterprise leaders should focus less on automation savings and more on how agentic AI accelerates growth and customer value.
Oracle argues the future is not apps versus agents, but applications and agents working together as one.
Agentic AI is shifting enterprise systems from answering questions to taking secure, autonomous action at scale.
While many predict AI will destroy enterprise software vendors, SAP’s Q1 2026 results tell a different story: cloud revenue rose 27%, Cloud ERP Suite grew 30%, and backlog climbed 25%, proving strong momentum.
Oracle EVP Steve Miranda shares the company’s agentic AI vision, introducing its first Agentic Applications and explaining how AI agents are reshaping enterprise workflows.
By leveraging AWS Interconnect multicloud, Oracle enhances its cloud offerings with private, high-speed connections that simplify multi-cloud deployments and unlock new opportunities for enterprise agility and performance.
AWS launched its Interconnect-multicloud service years after Oracle pioneered the concept, highlighting a shift in cloud leadership. Oracle’s partnerships and strategy have reshaped the market, leaving AWS in a reactive, follower position.
Marc Benioff’s vision of the Agentic Enterprise places Slack at the core, transforming it into an operating system where AI agents collaborate with humans to drive productivity, innovation, and faster decision-making.
With new agentic AI capabilities, Oracle eliminates the need for complex data pipelines, enabling faster development and deployment of AI applications while maintaining enterprise-grade security and scalability.
With its AI-first strategy, Oracle is transforming its database into an intelligent decision-making engine, enabling customers to activate data and gain a major competitive edge.
New AI platforms are eliminating data silos by integrating multiple enterprise systems into unified, intelligent workflows.
Agentic AI is transforming ERP implementations by automating design, testing, and support, reducing costs and accelerating delivery timelines significantly.
Steve Miranda outlines Oracle’s vision for agentic applications that don’t just assist — but actively drive business outcomes across sales, supply chain, and workforce operations.
A unified, end-to-end approach is replacing fragmented healthcare systems with connected data and intelligent workflows powered by modern infrastructure.