Can AI infrastructure costs be a value driver? Hot topics and customer views from Oracle AI World 2026

A few weeks ago, timed with Oracle AI World London, Oracle announced 22 new agentic apps. My diginomica colleague Derek du Preez issued his on-the-ground review/analysis.

I later shared more context, via a virtual sit down with Steve Miranda, Oracle EVP, Application Development (Want AI outcomes? Yes - but how do customers get there? Inside Oracle's agentic apps news with Steve Miranda).

Last week, at Oracle AI World New York City, I pressed further into Oracle's AI play, via a series of keynote sessions, on-stage customer interviews, and one-on-ones (Oracle also added more agentic apps news updates, including agentic apps for finance and supply chain).

How does AI infrastructure impact pricing?

Across the big AI providers, pricing is a moving target - and customers want answers. Oracle makes the argument that managing AI workloads on their own infrastructure (OCI) allows them to better control AI costs, thereby making customer ...