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VENDORiQ: Oracle AI World – Oracle CEO Mike Sicilia Keynote. Why is it Important?

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Oracle’s vision: AI-as-a-Service built into OCI and applications will drive productivity, minimise customisation, and secure business outcomes.

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Oracle CEO Mike Sicilia’s keynote presentation at Oracle AI World 2025 delivered the vision for Oracle and artificial intelligence (AI). Mike said data is the fuel for AI, and that with the introduction of Oracle Cloud Infrastructure (OCI), with built-in AI. Mike stated that Oracle will deliver the power of AI as a service with its product sets at no additional cost, whether that be in the Cloud or on-premises.

Mike presented that OCI with AI embedded will allow Oracle a step change with its customers, moving from a technology pillar to a new focus on improving productivity and supporting business outcomes.

Within the in-built AI offering, Oracle has over 600 AI agents with 162 (and growing) partner AI agents. The recent announcement of DB26ai further amplifies the AI-as-a-Service approach. OCI and AI using Oracle applications have significantly improved productivity. 

Using the full Oracle stack with minimal customisation will deliver the best results. The OCI AI and application-based AI empower the business to meet customer needs while reducing risk, costs, and improving survivability and workforce efficiency. Mike stated that using AI should be seen as doing less to deliver more.

The Oracle data strategy is simply to provide secure access to data repositories, delivering a single, vertical data source to generate intelligence for the business.

Oracle's Strategy for Data

A number of clients were introduced, and case studies were discussed. These included TikTok, Avis Budget Group, Uber, and others. Each client case study focused on how AI was not about doing more with less. Rather, it is about doing less and delivering more.

Examples included using Oracle Vector Search, which enables natural language processing in database queries.

Using the traceability of the number sequence (e.g., numbers identify commonality), the vector data can then be passed through a large language model (LLM) to answer the natural language question, avoiding the need for multiple SQL table searches.

The new DB26ai technology will enable customers to leverage data stored on non-Oracle platforms using translation systems and APIs.

Why It Matters

These Oracle releases aim to build on the new OCI architecture with embedded AI, where data is the key, enabling customers to leverage their data holdings to run AI that provides relevant, accurate intelligence on business processes, risk, governance, and customer satisfaction. Oracle is focused on making its offerings stand out from other Clouds by providing a full stack that can run on Oracle, on-premises, and within customer multi-Clouds, with AI built into the database. Clearly, it is a retention strategy, but it will also potentially drive new business by replacing on-prem architecture with an OCI private Cloud, offering the Oracle stack as an option to new clients.

Current Oracle customers will need to assess whether their applications can benefit and whether business processes need to be improved to leverage the capabilities to their full potential.

Non-Oracle users need to assess the value proposition of OCI and AI offerings to determine whether they are worth pursuing in current or future market tests.

Who’s Impacted?

  • Heads of Business Operations: You must assess the value proposition of a shift to a platform-based approach versus the piecemeal best-of-breed hybrid SaaS and on-premises managed applications. The Oracle OCI end-to-end control over data and the ability to leverage improvements in productivity must be considered in future decisions on the use of technology to support the business.
  • Heads of Infrastructure and Cloud Operations: You must assess how your Cloud provider’s shifting capital expenditure strategy might affect the long-term cost, performance, and innovation cadence of the core compute, storage, and networking services you rely on. Specifically, how your on-premise Cloud architecture might leverage OCI.
  • Cloud Architecture Executives: This trend requires you to evaluate the strategic importance of general-purpose versus specialised AI infrastructure in your long-term Cloud architecture. Vendor investment priorities may signal where future service development and pricing advantages will lie.

Next Steps

  • Evaluate whether an Oracle client is right for your business, and assess the new Oracle OCI and AI offering to see where it can deliver value.
  • Question your strategic Cloud and database providers on their investment roadmaps. Seek clarity on the balance of capital expenditure between foundational infrastructure and specialised AI services.
  • Analyse your dependency on general-purpose Cloud services and model the potential impact of their cost structures.

Additional Reading – Latest Oracle Press Releases

The Oracle Release 13-15 October list is highlighted below for your reference.

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