Oracle embeds 600+ AI agents into business apps at no extra cost

Oracle held its first annual AI World conference under new CEOs Clay Magouyrk and Mike Sicilia, marking a strategic pivot toward positioning the company as the “central nervous system” of enterprise AI operations. The Las Vegas event showcased Oracle’s full-stack AI approach, highlighted by the decision to embed over 600 AI agents into Fusion Applications at no additional license cost—a move that fundamentally rewrites the AI business case by replacing metered pricing with predictable total cost of ownership.

What you should know: Oracle’s new leadership is taking a dual approach to AI transformation, with Magouyrk, CEO of Oracle Cloud Infrastructure, focusing on cloud infrastructure optimization while Sicilia, CEO of Oracle Applications, drives AI integration across enterprise applications.
• Clay Magouyrk reinforced Oracle Cloud Infrastructure’s core mission of “highest performance, lowest cost, and most secure infrastructure” while announcing new networking capabilities including the scalable dedicated network Acceleron.
• Mike Sicilia emphasized client success stories from companies like Exelon, Avis, Marriott, and Biofy to demonstrate AI’s impact on supply chain operations, customer experience, and real-time decision making.
• Larry Ellison, Oracle’s founder and chairman, delivered a sweeping 2-hour keynote outlining Oracle’s long-term vision to reshape entire industries using AI, spanning fraud detection in financial services, remote patient management in healthcare, and AI-driven agriculture.

The big picture: Oracle is positioning itself as an integrated AI platform that simplifies enterprise adoption by bundling AI capabilities directly into existing applications rather than treating them as premium add-ons.
• The company announced its Oracle AI Data Platform, combining Oracle Cloud Infrastructure, the Autonomous AI Database, and Generative AI services under unified pricing.
• Oracle is embedding 600+ new AI agents directly into Fusion Applications with “no additional license fee,” as Executive Vice President Steve Miranda stated: “all the new AI features and agents are provided at no extra cost.”
• This pricing strategy makes AI “a core subscription entitlement, not a premium upsell,” forcing finance leaders to re-baseline multi-year models and use this as leverage in vendor negotiations.

Key developments: Oracle launched several new AI-powered features and partnerships to accelerate enterprise automation.
• The Fusion AI agent marketplace launched with approximately 40 partners including Deloitte and Stripe, each contributing at least five agents via Oracle’s Agent Studio.
• Oracle Fusion Cloud HCM delivered 1,550+ features in 2025 alone, with 60% of cloud HCM customers now deploying generative AI and agentic AI capabilities.
• The company introduced Career Coach, an agentic AI feature that analyzes candidate backgrounds and skills to improve job matching and hiring insights, while AI usage in Oracle’s HCM platform surged 45x overall with 13x year-over-year growth in production AI usage.

Why this matters: Oracle’s “free” AI strategy creates a powerful competitive advantage while potentially increasing customer dependency on its ecosystem.
• By bundling AI capabilities at no extra cost, Oracle removes budget uncertainty that has limited enterprise AI experimentation.
• The approach shifts C-suite decisions from technology procurement to strategic alignment with Oracle’s operational model.
• However, this raises risks of “outsourcing business process innovation and narrowing competitive differentiation to what Oracle’s ecosystem allows.”

Notable client showcase: The conference featured 32 sessions detailing Oracle’s “Client Zero” transformation stories alongside testimonials from major enterprises.
• Featured clients included ADT, GM Financial, In-N-Out Burger, Lloyds Banking Group, McDonald’s Corporation, OpenAI, TikTok (ByteDance), Uber, and Texas Children’s Hospital.
• These case studies demonstrated tangible business gains across industries, from supply chain optimization to customer loyalty programs.