ORACLE

Oracle’s AI Hyper-Scale

Cloud Infrastructure and

Applications Portfolio

FY2026 STRATEGIC ENTERPRISE REPORT

CORPORATE STRATEGY

PAGE 02

Executive Overview: The AI Transformation

Transforming the Modern Enterprise:

Oracle has undergone a historic

transformation from a database pioneer to a global leader in AI-integrated

hyperscale cloud infrastructure. As of Fiscal Year 2026, Oracle’s strategy is defined

by the convergence of OCI (Oracle Cloud Infrastructure) and a pervasive AI layer

across its entire SaaS portfolio.

Strategic Pillars: 1. Hyperscale OCI

Expansion. 2. Embedded AI in Fusion

and NetSuite. 3. Multi-cloud

Interconnect (Azure, Google, AWS). 4.

Vertical-specific AI (Oracle Health).

$100B+

REMAINING PERFORMANCE OBLIGATIONS

Financial Highlights: Record RPO

(Remaining Performance Obligations)

exceeding $100 billion, driven by

massive AI infrastructure contracts.

Cloud Revenue (IaaS + SaaS) now

represents the majority of total GAAP

revenue.

25%+

YEAR-OVER-YEAR GROWTH

[Visual: Evolution of Revenue Mix - Shift from License Support to Cloud Services

2020-2026]

Oracle’s AI Hyper-Scale Cloud Infrastructure and Applications Portfolio — page 3

INFRASTRUCTURE ENGINEERING

PAGE 03

OCI: The Foundation of Hyperscale AI

OCI Gen2 architecture provides a non-oversubscribed network fabric essential for

LLM training. Oracle’s GPU clusters, powered by NVIDIA H100/B200, leverage RDMA

networking to deliver performance parity with on-premises supercomputers.

[Detailed Diagram: OCI Gen2 Network Fabric - RDMA Supercluster Architecture featuring

32,768+ NVIDIA GPUs per Cluster]

Key Infrastructure Components: Sovereign Cloud regions for data residency,

Dedicated Regions for top-tier security, and HeatWave MySQL with integrated ML.

LATENCY OPTIMIZATION

Non-oversubscribed, flat network design reduces cross-node latency to

micro-seconds, enabling distributed AI training at scale.

Engineering Excellence: The Foundation of AI Training

Oracle’s AI Hyper-Scale Cloud Infrastructure and Applications Portfolio — page 4

GLOBAL COMPLIANCE

PAGE 04

Global Sovereign AI Expansion

Sovereign AI: Oracle's unique ability to deploy full cloud regions inside a customer’s

data center or national borders ensures AI sovereignty for governments and

regulated industries.

EU Sovereign Cloud

Fully isolated infrastructure operated by

EU-based personnel, ensuring

compliance with GDPR and local data

residency laws while providing full OCI

AI capabilities.

Alloy & Dedicated Regions

Allowing partners and governments to

act as cloud providers, running the

entire OCI suite within their own data

centers with full operational control.

[Global Map: Deployment of 50+ Public Regions and 12+ Sovereign Regions as of 2026]

Architecting for Data Sovereignty in the Age of AI

Oracle’s AI Hyper-Scale Cloud Infrastructure and Applications Portfolio — page 5

ENTERPRISE APPLICATIONS

PAGE 05

The Intelligent SaaS Ecosystem

Oracle Fusion Cloud ERP: The world's most deployed cloud finance system, now

featuring autonomous closing and generative AI narrative reporting.

[Workflow Map: Generative AI Agents in Fusion ERP - Automating Invoice-to-Pay and

Financial Close]

Fusion HCM & CX

AI-driven talent acquisition and

automated customer service resolution

paths. Embedded AI predicts employee

churn and optimizes marketing spend

in real-time.

NetSuite for Mid-Market

NetSuite: Scaling AI for the mid-market,

enabling automated supply chain

optimization and predictive financial

planning.

AI-First SaaS: Automating the Modern Back Office

Oracle’s AI Hyper-Scale Cloud Infrastructure and Applications Portfolio — page 6

VERTICAL SOLUTIONS

PAGE 06

Oracle Health: The Future of Clinical AI

Oracle Health: Integrating Cerner assets with OCI AI to provide clinical digital

assistants, automating documentation for healthcare providers.

[Infographic: The Oracle Health Ecosystem - Connecting EHR Data with AI Research and

Patient Outcomes]

Clinical Digital Assistant

Using voice-to-text and generative AI to draft clinical notes, reducing

administrative burden for doctors by an estimated 40%.

Transforming Healthcare through Data and Intelligence

Oracle’s AI Hyper-Scale Cloud Infrastructure and Applications Portfolio — page 7

ARTIFICIAL INTELLIGENCE

PAGE 07

Enterprise AI Strategy: Beyond the Chatbot

Oracle AI Studio: A comprehensive platform for fine-tuning LLMs with enterprise

data while maintaining strict privacy boundaries.

Oracle AI Studio

A unified interface for building, fine-

tuning, and deploying large-scale

language models using enterprise-

grade security protocols.

Pre-trained Models

Access to state-of-the-art models from

partners like Cohere and Meta,

optimized to run on OCI's high-

performance compute clusters.

[Diagram: Enterprise AI Lifecycle - From Data Labeling to Fine-tuning and Inference at the

Edge]

The Strategy: Integrated Intelligence Across the Stack

Oracle’s AI Hyper-Scale Cloud Infrastructure and Applications Portfolio — page 8

DATA MANAGEMENT

PAGE 08

Converged Database: AI Vector Search

Vector Search & Autonomous Database: The integration of AI directly into the

database tier (AI Vector Search) allows customers to query unstructured data using

natural language without moving it.

Autonomous Database

Self-patching, self-securing, and self-

tuning. Now augmented with AI-driven

indexing and query optimization.

RAG (Retrieval-Augmented

Generation)

Enabling businesses to use their private

data with LLMs without exposing

sensitive information to public models.

[Visual: Comparison of Traditional SQL vs AI Vector Search Processes]

The Data Platform for AI: Secure, Autonomous, Scalable

Oracle’s AI Hyper-Scale Cloud Infrastructure and Applications Portfolio — page 9

ECOSYSTEM PARTNERS

PAGE 09

Multi-cloud: The Oracle Database@ Platform

Oracle has broken the walled-garden cloud model by co-locating OCI hardware

inside Microsoft Azure and Google Cloud data centers.

[Diagram: Oracle Database@Azure and @Google Cloud Architecture - Low Latency

Interconnects]

Azure Partnership

Direct access to Exadata services

within the Azure portal, simplifying

complex migration for mutual

customers.

Google Cloud Integration

Giving Google Cloud users the ability to

leverage OCI's database performance

alongside Google's Vertex AI platform.

Cloud Without Boundaries: Interconnecting the Modern Data Center

OPERATIONAL SCALE

PAGE 10

Capital Expenditure & Capacity Expansion

Oracle’s aggressive CapEx strategy for 2026 focuses on "Hyperscale Clusters"—

data centers designed specifically for power-hungry AI workloads.

$10B+

ANNUAL PLANNED CAPEX FOR AI INFRASTRUCTURE

[Timeline: Data Center Build-outs and Power Provisioning Milestones 2024-2027]

Infrastructure highlights include Zettascale clusters and the adoption of liquid

cooling technologies to manage high-density GPU racks.

Investing in the Future: Scaling Infrastructure for the AI Decade

FINANCIAL PERFORMANCE

PAGE 11

Financial Integrity: The RPO Engine

Oracle’s financial model has shifted to a high-visibility, subscription-based engine.

The Remaining Performance Obligation (RPO) serves as a leading indicator of future

cloud revenue.

[Chart: Cumulative RPO Growth vs Cloud Revenue Realization]

Contract Durations

Multi-year enterprise commitments,

often 5-10 years in length, provide

unprecedented stability in capital

allocation.

Operating Margins

Continued focus on automation

(Autonomous Database) drives

operating leverage, maintaining

industry-leading margins.

Visibility and Growth: The Power of the Cloud Business Model

MARKET ANALYSIS

PAGE 12

Competitive Landscape

Oracle maintains a unique "Full Stack" advantage compared to specialized vendors

or generalist cloud providers.

[Matrix: Oracle vs Competitors (AWS, Azure, Google, SAP, Salesforce) across IaaS,

Database, and ERP]

vs. Hyperscalers

OCI's superior price-performance for

GPU workloads and RDMA networking

sets it apart for training massive LLMs.

vs. SaaS Competitors

Oracle is the only vendor to own the

entire stack—from the silicon and

database to the application and the AI

layer.

The Full-Stack Advantage: Why Oracle Wins the Enterprise AI Race

CORPORATE RESPONSIBILITY

PAGE 13

Sustainability and Energy Efficiency

Operating massive AI clusters requires innovative approaches to energy. Oracle is

committed to powering 100% of its global cloud regions with renewable energy by

2025/26.

Liquid Cooling

Implementation of direct-to-chip liquid

cooling reduces PUE (Power Usage

Effectiveness) in high-density AI data

centers.

Renewable Procurement

Strategic power purchase agreements

(PPAs) across EMEA, APAC, and North

America ensure carbon-neutral cloud

operations.

[Infographic: Path to Net Zero - Data Center Efficiency Metrics]

Eco-System Engineering: Sustainable Hyperscale Cloud

STRATEGIC VISION

PAGE 14

Executive Outlook: The Next Frontier

As we look toward 2027 and beyond, Oracle is positioned to lead the transition from

generative AI experimentation to production-grade enterprise transformation.

Priority 1: Autonomous Everything

Expanding autonomous capabilities from the database into networking, security, and

application management to eliminate human error.

Priority 2: Ubiquitous Cloud

Deploying OCI instances in every

country and virtually every enterprise

data center via Alloy and Dedicated

Regions.

Priority 3: Industry AI

Developing hyper-specialized AI

models for Healthcare, Financial

Services, and Retail that outperform

generic LLMs.

Conclusion:

Oracle’s transformation is complete. We are no longer just a database

company; we are the engine of the AI economy.

ORACLE

End of Report | August 2026 Strategy Document

Oracle’s AI Hyper-Scale Cloud Infrastructure and Applications Portfolio

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