1、7T2se3r0Ot6kwoPa7T2se3r0Ot6kwoPaDistributed on:17/10/2025 08:38:25 GMTDistributed on:17/10/2025 08:38:25 GMT17 October 2025Deutsche BankResearch Rating Buy North America United States TMT Software Company Oracle Date Company Update Upbeat AI World 2025 and Forecast to bootWe come away from AI World

2、and the related financial analyst meeting feeling good about Oracles ability to capture more than its fair share of opportunity in the era of AI.The week featured a raft of product announcements and strong testimonials from discerning customers like OpenAI,validating why Oracle is a partner of choic

3、e for AI infrastructure and agentic applications.This week was also an opportunity to hear from both CEOs since elevating into their new roles,as well as newly named Principal Financial Officer Doug Kehring.After our many years covering the stock,the moment marks an exciting new chapter;a passing of

4、 the proverbial batonthe timing of which makes even more sense to us as it coincides with an underlying seismic shift in technology.As expected of an enduring enterprise tech company(of which there are very few),Oracle has adapted and reinvented itself across each new paradigm with the one constant

5、being Oracle Database.Amidst much of the investor focus on AI infrastructure,we are reminded of Oracles heritage in database that defines a lot of its success both looking backward and forward.Much of todays advantages in massive scale GPU clusters have roots in parallel computing innovations in sca

6、le-out clustered databases.Data is naturally integral for AI and Oracle continues to push the envelope with this weeks AI Database 26ai release,which includes a whole host of new AI related features.We were particularly pleased by ongoing momentum reflected by a$20bn FY30 goal for AI Database+AI Dat