Oracle AI World: Future of AI
In Las Vegas, the Oracle AI World keynotes are underway. The app pings schedules, and partners announce deals. This article examines the substance behind the announcements and their significance.
Quelle: Own Presentation
Introduction
The Oracle AI World is Oracle's annual conference for AI, databases, cloud infrastructure, and business applications. It takes place from October 13–16, 2025 in Las Vegas and includes keynotes, hands-on sessions, and live demos. The agenda lists main stage appearances by Larry Ellison as well as database and analytics keynotes. The 'On Air' stream shows the broadcast times. Oracle explicitly describes the format as a global conference offering for customers and partners.
Oracle positions its AI products from AI-assisted enterprise software (Fusion Applications with generative capabilities) to the database generation 23ai/26ai with vector search, NL2SQL, and embedded AI capabilities. At the same time, Oracle maintains technology partnerships, for example with Microsoft/OpenAI (OCI as an Azure AI extension) and with NVIDIA (Sovereign AI offerings).
Current Status
Oracle confirms the date October 13–16, 2025 at the Venetian Conference and Expo Center in Las Vegas; keynotes are listed in the official schedule. Trade press reports that the former 'CloudWorld' will continue as 'AI World'; investor reports frame this as a strategic focus on AI.
Quelle: hammerspace.com
The official logo of the Oracle AI World event.
In 2024, Oracle announced 'AI Agents' for end-to-end processes in finance, supply chain, HR, and other areas. The database line was advanced from 23ai to 26ai; Oracle explicitly states that 26ai replaces 23ai and takes over their functions.
OpenAI uses OCI as an extension for Microsoft's Azure AI platform to gain additional training capacity. Oracle and NVIDIA address 'Sovereign AI' for states and authorities, including NVIDIA GPU stacks via OCI.
On October 14, 2025, Reuters and AP report that Oracle will deploy 50,000 AMD MI450 GPUs in an AI supercluster configuration starting in Q3/2026; this is expected to significantly expand capacity for AI workloads. Trade press reports additional details and market reactions.
Oracle notes in a press release dated October 13, 2025 new members of the defense ecosystem, in the context of security-relevant AI and cyber capabilities.
Analysis and Motives
Oracle bundles story, product roadmap, and partner ecosystem to sharpen its AI footprint against hyperscalers. The multicloud bridge via Microsoft/Azure-AI provides OpenAI with additional compute, while Oracle gains utilization and visibility. 'Sovereign AI' addresses markets where data sovereignty and compliance are crucial – a field that Oracle, together with NVIDIA is systematically engaged.
Quelle: oracle.com
Insights into Oracle's latest AI features, presented at Oracle AI World.
The fresh AMD-Kooperation The fresh one targets a bottleneck: GPU capacity. In terms of timing, this is a signal to AI customers with a planning horizon 2026+ that resource scarcity should be alleviated. Media reports also frame the fair as a branding move away from pure 'Cloud' toward 'AI'.
Quelle: YouTube
The recording of the strategy speech helps to directly frame the official narrative around priorities and partnerships.
Fact-check
Confirmed: The date 13–16 October 2025, location Las Vegas, as well as the keynote times and the freely accessible live stream 'On Air' are dokumentiert.
Confirmed: the role of OCI as an extension for Azure AI workloads from OpenAI is evidenced by the gemeinsame Ankündigung Oracle/Microsoft/OpenAI documented.
Confirmed: the NVIDIA partnership for 'Sovereign AI' and the focus on regulierte Datenräume.
Unclear: Extent and structure of possibly rumored mega contracts (e.g., sums in the triple-digit billions) – this is reported by news and industry media; official, detailed contract documents have not been published.
Unclear: Exact delivery windows and quantities for new AMD GPU generations are announcement-based and depend on the roadmap; concrete deployment from Q3/2026 has been communicated but not yet carried out.
False/Misleading: 'AI World is only for developers.' – According to the content focus, the conference covers applications, infrastructure, database, industry solutions, and customer success.
Business press views the event as a litmus test for Oracle's AI story; optimism meets skepticism regarding margins in AI-cloud businesses. News agencies classify new GPU partnerships as a step to secure capacity. Oracle itself highlights defense ecosystems – underscoring regulation, security, and industry scenarios.
Implications and Recommendations
If you already use Oracle, it's worth looking at three areas:
- Embedded Gen-AI in Fusion-Apps for productivity and knowledge work.
- Database features like AI-Vector-Search and NL2SQL in 23ai/26ai for RAG applications and agents.
- Infrastructure path: Multicloud architecture and Sovereign-AI-Optionen, if compliance and data sovereignty are relevant.
Quelle: inoapps.com
The Oracle AI Stack: A comprehensive architecture from applications to infrastructure.
Pragmatically track: The free 'On Air' access shows central sessions live; always check the original pages for product details and availability.
Quelle: YouTube
The overview of 23ai/26ai helps to categorize the database AI features with examples.
Tips for source verification: For announcements first consult the Oracle-Originalmeldungen, , then Agenturmeldungen for context.
Open questions and conclusion
What prices, limits, and GA dates apply for new AI agents and database functions in production environments? Final price/license details for the launch are often missing.
How quickly will Oracle actually scale the announced AMD GPU clusters, and in which regions will they be available first? The current status is a roadmap starting from Q3/2026.
What contractual details lie behind rumored mega-deals around OpenAI/Stargate, and how much revenue is truly forecastable? So far, there are mainly press reports and analyst comments, no complete contract documents.
Oracle AI World is the showcase for a clear AI orientation: embedded Gen AI in applications, a database line with native AI functions, and an infrastructure strategy across multicloud, Sovereign-AI, and new GPU sources. For you, that means: compare roadmaps with the original sources, start pilot projects early, tie architectural decisions to data sovereignty and model strategy—and verify today's announcements against tomorrow's availability, prices, and performance data.