ORCLOracle Corporation

“our multicloud database business, that that is a much higher-margin business—more in the 60% to 80% range. It is growing very, very rapidly.”

“Demand for AI infrastructure, both GPU and CPU, continues to exceed supply. This is directly visible in our $553 billion RPO.”

“Looking at the AI capacity we delivered in Q3, our gross margin for that remained above our 30% guidance at 32%.”

“We have signed more than $29 billion of contracts since then, across multiple customers using that new model.”

“we see gross margin in the 30% to 40% range on that. That continues to hold for us.”

“Multicloud database revenue grew 531% year over year.”

“AI infrastructure revenue grew 243% year over year.”

“in these AI data centers, whether it be for inferencing or for training work, the only thing being procured is not AI accelerators. There is a lot of general-purpose compute. There is a lot of, whether it be high performance or large-scale blob storage. There is load balancing. There are identity and security products, etc. That is typically on the order of 10% to 20% of the total spend that ends up going to adjacent services.”

“We now have 33 regions live with Microsoft and 14 live with Google. We delivered significant growth with AWS, beginning Q3 with two AWS regions live, exiting Q3 with eight AWS regions live; we will exit Q4 with 22 AWS regions live.”

“Through our partners, we have secured more than 10 gigawatts of power and data capacity coming online over the next three years.”

“In Q3, we delivered more than 400 megawatts to customers. 90% of that committed capacity was delivered on or ahead of schedule”

“greater than 90% of that capacity is fully funded through our partners, with the remainder planned to finish this month.”

“We have tripled our manufacturing sites and increased rack output by 4x all in the last year.”

“we have our AI Data Platform product. This is really about solving this exact problem. You have a lot of data—it may be application data, it may be custom data in different data lakes and lake houses, it may be data in a structured database. All of that together gives you an agentic platform to quickly build applications on as well as access to all of the greatest models from multiple providers.”

“We plan, in our Fusion accounting system, for example, we will have a complex agent that does something called the close. So when you close your books with Fusion in the not-too-distant future, it will be an autonomous agent—no human beings involved. You will close your books by simply telling the AI agent to go ahead and close the books, and then you will get your results.”

“we provide a comprehensive AI-powered SaaS platform, including everything from commercial banking, retail banking, investment banking, anti-money laundering, financial crimes and compliance, payments, supply chain financing, CX, ERP, and HCM. That banking suite alone contains hundreds of embedded AI agents, all available at no additional cost to our customers.”

“AI is also accelerating the adoption of our database cloud services. The rapid improvement in model coding skills and agentic abilities pushes customers to move their most valuable data into our cloud services. They need access to the latest AI features, to support vector embedding, MPT server access, and advanced security controls.”

“What the AI Data Platform does is it provides a complete integrated development environment where you can build your own agents using any AI model that is in the Oracle Cloud. And that is basically all of the popular AI models. You can use it for coding the agent. You can use it to do multistep reasoning for queries.”

“our brand-new AI-powered EHR—electronic health record—system is live in the market and the results are quite clear. We are reducing administrative overhead, we are allowing clinicians to see more patients, we are improving access to care, and we are increasing provider satisfaction.”

“Using Oracle Fusion, we continue to close and file our financial results faster than any other company in the S&P 500, providing us with a significant strategic advantage as well as an opportunity to help our Fusion customers do the same with their businesses.”

“The AI Agent Studio that we have released in Fusion is not just specific to Fusion data. You can build AI agents across our industry applications, across third-party applications. Third parties can build AI agents in there.”

“Embracing AI with small engineering teams, we have just built three brand new CX applications: lead generation and qualification, sales orchestration and automated selling, and our new website generator.”

“the fact that we are training so many models on OCI and closely provisioned for applications allows us to embed very high-quality AI services right into our applications as features.”

“We continually offer the latest in accelerators, from the most recent NVIDIA and AMD options to emerging designs from companies like Cerebras and PowerCharm.”

“we have a thousand AI agents already live in Fusion. Our banking suite alone has hundreds of AI agents just inside our banking solution.”

“we have already delivered well over 1,000 agents right inside our horizontal back-office and industry applications.”

“Rhombus selected OCI Compute, Networking, and Storage for AI video and security across all of their workloads.”

“Lockheed Martin selected OCI high-performance compute to scale AI across their environments efficiently.”

“Claro Brazil selected OCI Alloy for Sovereign AI.”

“that is why you are seeing so much innovation going on around these AI accelerators. If you look at what GROQ does, or Cerebras, or Positron—all of these different types of companies are saying, well, not only how do we reduce the cost of inferencing, but also how can we significantly reduce the latency of it?”

“I have not yet met a customer who tells me they are ready to give away their retail merchandising system, their core banking system, demand deposit account systems, electronic health records systems, and some cobbling together of niche AI features are going to replace all of that overnight.”

“the fact that we are the custodian in our applications business of so much of the world's mission-critical data, and we have very close provisioning—very close proximity—to these models, putting those two things together allows customers to get value from AI very, very quickly.”

“inferencing is very rapidly growing everywhere and anywhere. I think it is because of higher and higher utilization of the models themselves and also new use cases—as anyone who has been using Claude or Codex recently in the software space knows.”

“Our sovereign story is not new, and it is not a knee-jerk reaction to things that are happening in the world. Combined together with our Alloy story, we are really seeing increasing pipeline across the world.”

“what I think is incredibly popular and growing in popularity is people taking the best models and wanting to combine that in a private way with their private data. And we are seeing a lot of demand for that.”

“The use of AI coding tools inside Oracle Corporation is enabling smaller engineering teams to deliver more complete solutions to our customers more quickly.”

“That is what AI is allowing us to do: to expand our horizons for the scope of the suites of the SaaS software we are building to automate entire ecosystems.”

“I do think that AI tools and their coding capabilities would be a threat if we were not adopting them, but we are—and very rapidly.”

“We are building brand new SaaS products using AI and also embedding AI agents right into our existing applications and suites.”