ORACLE

2026 ENTERPRISE CLOUD GROWTH SALES PLAN

AI CLOUD

INFRASTRUCTURE

& MULTICLOUD

OCI | AI DATABASE | MULTICLOUD | ENTERPRISE AI

AWS

AZURE

GOOGLE

OCI

AI CLOUD

Planning period: FY2026 context / FY2027 commercial runway

Oracle Cloud Infrastructure • AI Database • Cloud Choice

Oracle AI Cloud Infrastructure & Multicloud Expansion Sales Plan — page 2

01 | EXECUTIVE DIRECTION

Executive Summary

An infrastructure-first growth motion linking OCI capacity, Oracle AI Database and multicloud deployment choice.

$664B

Q1 FY2027 RPO

$7.4B

Q1 FY2027 IAAS REVENUE

121%

Q1 IAAS YEAR-OVER-YEAR GROWTH

$638B

FY2026 YEAR-END RPO

SALES OBJECTIVE

01 | EXECUTIVE DIRECTION

Executive Summary

An infrastructure-first growth motion linking OCI capacity, Oracle AI Database and multicloud deployment choice.

$664B

Q1 FY2027 RPO

$7.4B

Q1 FY2027 IAAS REVENUE

121%

Q1 IAAS YEAR-OVER-YEAR GROWTH

$638B

FY2026 YEAR-END RPO

SALES OBJECTIVE

Expand Oracle AI cloud and multicloud

business by connecting enterprise AI

workloads with OCI infrastructure, Oracle AI

Database and deployment options across OCI,

AWS, Microsoft Azure and Google Cloud.

KEY SALES PRIORITIES

Grow AI cloud infrastructure opportunities

Expand OCI AI workloads

Increase multicloud database adoption

Modernize enterprise applications

Expand installed Oracle accounts

Increase cloud consumption

Use Multicloud Universal Credits

COMMERCIAL ENGINE

AI demand

Workload and capacity need

OCI infrastructure

Compute, GPU, network, storage

AI Database

Data foundation and modernization

Multicloud

Run where applications reside

Consumption

Expand workloads and capacity

ORACLE | AI CLOUD INFRASTRUCTURE & MULTICLOUD EXPANSION SALES PLAN

EXECUTIVE SUMMARY | 02

02 | MARKET FOCUS

Target Customer Segments

Prioritize accounts where data estates, AI workloads and multicloud environments create expansion opportunities.

AI-focused enterprises

Training, inference and

AI infrastructure

PRIORITY

Global enterprises

OCI cloud expansion

PRIORITY

Database-intensive companies

AI Database

modernization

PRIORITY

Multicloud enterprises

Database across cloud

providers

PRIORITY

Regulated industries

Placement by compliance

and region

PRIORITY

Cloud-first companies

Oracle database and AI

services

PRIORITY

Existing Oracle customers

OCI migration and

workload expansion

PRIORITY

Technology companies

AI infrastructure and

capacity

PRIORITY

TARGET ACCOUNT SIGNALS

Significant data estate

AI workload demand

Existing Oracle databases

Multiple cloud environments

Cloud modernization

Rising compute demand

Regional compliance requirements

ORACLE | AI CLOUD INFRASTRUCTURE & MULTICLOUD EXPANSION SALES PLAN

CUSTOMER SEGMENTS | 03

03 | PORTFOLIO ARCHITECTURE

Oracle AI Cloud & Infrastructure Portfolio

Present the stack as a connected cloud, database and AI platform rather than separate product motions.

OCI INFRASTRUCTURE

Compute • GPU infrastructure • networking • storage

AI & DATABASE

Oracle AI Database 26ai • Autonomous AI Database • Exadata

MULTICLOUD

AI Database@AWS • @Azure • @Google Cloud • OCI

ENTERPRISE AI

AI applications • agents • data • analytics

AWS

AZURE

GOOGLE

OCI

AI CLOUD

AI DATABASE WHERE DATA LIVES

OCI

AWS

Microsoft Azure

Google Cloud

CURRENT MULTICLOUD FOUNDATION

Oracle-managed AI Database services can run in AWS, Azure,

Google Cloud and OCI environments, bringing Oracle database

capabilities closer to applications while supporting AI and

modernization.

ORACLE | AI CLOUD INFRASTRUCTURE & MULTICLOUD EXPANSION SALES PLAN

PORTFOLIO | 04

04 | AI INFRASTRUCTURE MOTION

AI Infrastructure Sales Strategy

Convert AI demand into OCI capacity, a commercial commitment and a repeatable expansion motion.

AI DEMAND

WORKLOAD

ASSESSMENT

INFRASTRUCTURE

DESIGN

OCI AI

INFRASTRUCTURE

COMMERCIAL

PROPOSAL

DEPLOYMENT

CONSUMPTION

EXPANSION

WORKLOAD ASSESSMENT

Compute requirements

GPU requirements

Data requirements

Networking

Storage

Security

Scalability

COMMERCIAL CONVERSION

COMMITMENT

Cloud consumption agreement

INFRASTRUCTURE

Capacity and deployment design

DEPLOYMENT

Production migration or new build

EXPANSION

Additional workloads as demand grows

ORACLE | AI CLOUD INFRASTRUCTURE & MULTICLOUD EXPANSION SALES PLAN

AI INFRASTRUCTURE | 05

05 | MULTICLOUD MOTION

Multicloud Database Sales Strategy

Meet customers in their existing cloud environments while expanding Oracle database and AI workloads.

AWS

AZURE

GOOGLE CLOUD

OCI

Oracle AI Database requirement

Database@Cloud deployment

Application modernization

AI + data workloads

Additional cloud consumption

SALES OPPORTUNITIES

Existing Oracle database customers

Database modernization

Cloud migration

Application modernization

Multicloud deployment

AI database workloads

Additional database capacity

Oracle's 2026 multicloud portfolio spans Oracle AI Database services in AWS, Azure, Google Cloud and OCI.

ORACLE | AI CLOUD INFRASTRUCTURE & MULTICLOUD EXPANSION SALES PLAN

MULTICLOUD DATABASE | 06

06 | ENTERPRISE AI

Enterprise AI & AI Applications

Use trusted enterprise data as the bridge from database modernization to AI agents and business automation.

ENTERPRISE

DATA

DATABASE

AI MODELS

& AGENTS

ENTERPRISE

APPLICATIONS

AUTOMATION

NEW AI

WORKLOADS

AI-powered applications

Embed AI capabilities

into enterprise

workflows.

AI agents

Connect agents to

governed enterprise data.

Enterprise analytics

Turn operational data

into actionable insights.

AI development

Support developers with

database-native AI

capabilities.

Data management

Modernize and govern data

for AI workloads.

Application modernization

Move mission-critical

applications to cloud

environments.

ORACLE | AI CLOUD INFRASTRUCTURE & MULTICLOUD EXPANSION SALES PLAN

ENTERPRISE AI | 07

07 | COMMERCIAL MODEL

Multicloud Universal Credits

One commercial model for eligible Oracle AI Database and OCI services across supported clouds.

ONE COMMITMENT

MULTICLOUD UNIVERSAL CREDITS

OCI

AWS

AZURE

GOOGLE CLOUD

COMMERCIAL BENEFITS

One contract across supported cloud environments

Reduce contract fragmentation

Unified pricing and rate card

Improve commercial visibility

Simplified procurement

Reduce procurement friction

Consolidated commitment management

Manage one shared commitment

Cloud deployment flexibility

Use preferred cloud locations

Regional and compliance-aware cloud choice

Support workload placement needs

CURRENT STATUS

Multicloud Universal Credits became generally available in March 2026.

ORACLE | AI CLOUD INFRASTRUCTURE & MULTICLOUD EXPANSION SALES PLAN

UNIVERSAL CREDITS | 08

08 | PIPELINE DISCIPLINE

Enterprise Opportunity Pipeline

A realistic enterprise motion from AI discovery to production consumption and account expansion.

STAGE

CUSTOMER REQUIREMENT

ORACLE OPPORTUNITY

Target Account

AI modernization

Initial discovery

Qualified Opportunity

GPU / compute demand

OCI assessment

Architecture Review

AI infrastructure

Solution design

Database Opportunity

Oracle workload

AI Database

Multicloud Opportunity

Existing AWS / Azure / GCP

Database@Cloud

Commercial Proposal

Cloud commitment

Contract

Deployment

Production workload

OCI / Multicloud

Expansion

Additional workloads

Increased consumption

PIPELINE FLOW

Target Account

→

Qualified

→

Technical Assessment

→

Proposal

→

Contract

→

Deployment

→

Consumption

→

Expansion

ORACLE | AI CLOUD INFRASTRUCTURE & MULTICLOUD EXPANSION SALES PLAN

PIPELINE | 09

09 | ACCOUNT EXPANSION

Customer Expansion & Account Growth

Build the account from database modernization into infrastructure, multicloud and recurring consumption.

EXISTING ORACLE

CUSTOMER

DATABASE

MODERNIZATION

OCI

MIGRATION

INFRASTRUCTURE

MULTICLOUD

DATABASE

AI APPLICATIONS

& AGENTS

ADDITIONAL

WORKLOADS

CAPACITY

EXPANSION

LONG-TERM

CONSUMPTION

EXPANSION OPPORTUNITIES

More compute

More GPU capacity

Additional databases

AI workloads

Analytics

Application modernization

Multicloud deployments

Additional OCI services

Account strategy: land on a high-value workload, establish cloud consumption, then expand by data, AI and capacity requirements.

ORACLE | AI CLOUD INFRASTRUCTURE & MULTICLOUD EXPANSION SALES PLAN

ACCOUNT GROWTH | 10

10 | PERFORMANCE SYSTEM

Sales KPIs & 2026 Action Plan

Measure cloud infrastructure growth, multicloud adoption and account expansion without inventing numerical targets.

AI CLOUD CONTRACT VALUE