Oracle, Once Dismissed as Missing the AI Wave, Is Roaring Back

Oracle is rewriting its AI narrative. After years of skepticism, the company has leaned into the AI boom with a clear playbook: build serious infrastructure, modernize the database for AI workloads, and strike industry-focused partnerships. Oracle Cloud Infrastructure (OCI) is scaling to serve training and inference at competitive price–performance, while the Autonomous Database adds vector search, governance, and security that enterprises expect for production AI.

The strategy fits Oracle’s DNA: win where data gravity lives. By pairing AI services with core applications in healthcare, finance, and the public sector, Oracle positions itself as the place where sensitive, high-value data meets trustworthy AI. The result is a tighter stack—from GPUs to data to apps—that helps customers move from pilots to real outcomes faster.

Is this a comeback? The signals are hard to ignore: expanding AI regions, deeper model support, and a sharper focus on mission-critical use cases. Oracle’s message to the market is simple: the AI era belongs to those who can run it at scale, securely, and close to the data. On that front, Oracle looks increasingly ready.

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