The old business software guard

Oracle has shown that the true business of business AI is not only in creating the most advanced models, but also in sell the critical infrastructure that companies already consolidated need To implement them, shooting their pending contracts and their bag value.

Why is it important. Oracle’s strategy reflects that traditional technological giants are not being revolutionary with AI, but they are using it to reinforce their market dominance. Its key advantage is not pure innovation, but the confidence, data and commercial relations built for decades with the largest companies in the world.

What has happened. Oracle has reported income of 14,930 million dollars in the first quarter of its fiscal year, 12% more year -on -year. However, the most important metric were its remaining performance obligations (RPO) – futures already hired – that fired 359% to 455,000 million dollars.

As a consequence, His actions rose more than 25% In operations after closing.

In detail. The growth of the company is not based on creating its own models of generative, but on selling the “peaks and blades” for this revolution:

• Oracle Cloud Infrastructure (OCI): Competes directly with AWS and Azure to house models of the partners such as Openai and Google.
• Vector databases: Offers optimized databases to Embeddings vector, an essential component for AI applications such as semantic search and RAG.
• Integration of AI: Embeds AI functions in their existing business products such as Netsuite and Fusion. And sells updates to an already captive customer base.

Yes, but. Oracle is not alone. This is a pattern that is repeated among business software giants.

• SAP He is doing the same with his Rise and Sap AI platform.
• IBM Take advantage Watsonx and Red Hat Openshift Ai for business environments.
• Salesforce integrates its Einstein GPT in all your CRM suite.

The context. For years, many venture capital analysts and funds have considered companies such as “Living Dead” Oracle, still powerful but destined to be replaced by more agile startups.

The AI ​​boom has invested this narrative. It turns out that having decades of business data, compliance with safety regulations and the confidence of technology directors is more valuable to display critical infrastructure of AI than having the most novel model of the moment.

Outstanding image | Oracle

In Xataka | Microsoft has just made the greatest investment in its history. And not in Openai, but in an unknown Dutch company