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LAS VEGAS - Oracle (NYSE:ORCL), a prominent player in the software industry with a market capitalization of $878 billion, unveiled its flagship Oracle AI Database 26ai on Tuesday, integrating artificial intelligence capabilities directly into its core database architecture to enable customers to manage and analyze data across multicloud and on-premises environments. The company’s stock has shown remarkable strength, delivering a 76% return over the past year according to InvestingPro data.
The new release, which replaces Oracle Database 23ai, architects AI into the foundation of data management and supports various AI capabilities including Vector Search, database management, data development, application development, and analytics.
According to Oracle, the database will allow customers to run dynamic AI workflows that combine private database data with public information. The company stated that customers can transition to the new version by applying the October 2025 release update without requiring database upgrades or application re-certification.
"By architecting AI and data together, Oracle AI Database makes ’AI for Data’ simple to learn and simple to use," said Juan Loaiza, executive vice president of Oracle Database Technologies at Oracle, in the press release.
Key features of the new database include support for the Apache Iceberg open table format, Model Context Protocol, and various large language models. The database implements NIST-approved quantum-resistant algorithms to encrypt data-in-flight, complementing existing protection for data-at-rest.
The Oracle Autonomous AI Lakehouse, a component of the release, is available on Oracle Cloud Infrastructure as well as Amazon Web Services, Microsoft Azure, and Google Cloud, making it interoperable with Databricks and Snowflake. This multi-cloud strategy aligns with Oracle’s robust revenue growth, which InvestingPro reports at nearly 10% over the last twelve months, reaching $59 billion.
Oracle (NYSE:ORCL) also announced features aimed at enhancing security, including SQL Firewall for protection against unauthorized SQL activity and injection attacks, and Oracle Database Zero Data Loss Cloud Protect to safeguard on-premises databases from data loss and ransomware.
Advanced AI features such as AI Vector Search are included at no additional charge, according to the company’s statement. While Oracle’s stock currently trades at premium multiples, suggesting it may be overvalued according to InvestingPro’s Fair Value analysis, the company maintains strong profitability with a gross margin of nearly 70%. For detailed insights and 18 additional ProTips about Oracle’s financial health and market position, investors can access the comprehensive Pro Research Report available on InvestingPro.
In other recent news, Oracle has made several significant announcements aimed at enhancing its cloud and AI offerings. The company introduced new capabilities for Oracle Database@AWS, including the Oracle Autonomous AI Lakehouse and Zero Data Loss Autonomous Recovery Service, which are designed to better serve enterprise workloads. Additionally, Oracle revealed plans to launch Multicloud Universal Credits, allowing customers to purchase Oracle AI Database and Oracle Cloud Infrastructure services across multiple cloud platforms, including AWS, Google Cloud, and Microsoft Azure. This initiative aims to streamline procurement with consistent contracts across different providers.
Oracle also unveiled the Oracle Cloud Infrastructure (OCI) Dedicated Region25, a smaller infrastructure option for data centers, allowing organizations to implement OCI services with a reduced physical footprint. The company launched its Autonomous AI Lakehouse, which integrates Oracle Autonomous AI Database with Apache Iceberg to facilitate data access across multiple cloud environments. Furthermore, Oracle announced the AI Factory, a set of support services to help customers implement AI solutions more efficiently, focusing on deploying AI agents and accelerating embedded AI adoption. These developments reflect Oracle’s commitment to expanding its cloud and AI capabilities across various platforms.
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