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Report 17 Dec 2025

Cloud Computing - Oracle - Vendor Profile - Worldwide

Oracle couples its flagship Oracle Cloud Infrastructure (OCI) with deep database expertise and growing AI infrastructure capacity. This Vendor Profile maps Oracle’s latest leadership setup, market focus, and cloud portfolio, all framed for enterprise buyers. It emphasizes 2025 priorities across platforms, ecosystems, and industries.

Key takeaways

  • Core offerings: high-performance computing, storage, networking, Exadata services, and Autonomous AI Database/Lakehouse—plus managed generative AI
  • Multi-cloud routes: Oracle Database@Azure and Oracle Database@Google Cloud enable Oracle-run databases inside other hyperscalers.
  • Sovereign & on-prem: EU Sovereign Cloud and Dedicated Region25 target regulated and latency-sensitive needs.
  • Economics: Predictable networking (e.g., FastConnect) and free egress allowances help data-intensive workloads.

PAC’s expert view

PAC sees OCI moving from a challenger to a credible choice for database-led modernization, analytics, and AI, especially where data gravity and governance are key considerations. Strengths include predictable network pricing and clear operational ownership for the data tier; watch items are capacity timing, regional coverage, and partner depth.

Strategy in practice

Oracle’s approach centers on:

  1. Proximity—placing Oracle-managed databases where customers already build;
  2. Sovereignty—jurisdiction-aligned and on-prem deployment options;
  3. Capacity—scaling liquid-cooled GPU superclusters for AI;
  4. Commercial simplicity—credits and networking designed to reduce cross-cloud friction.

 

Recommended advisory: PAC Leadership Session – AI in Business Transformation

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Wolfgang Schwab

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