Oracle Corporation's ORCL database business is being repositioned around cloud consumption, raising a central question: can its historically lucrative database franchise sustain margins as delivery shifts from licenses to usage? Oracle made Exadata Database Service on Exascale Infrastructure generally available on Oracle AI Database@AWS, extending Exadata-class performance with pay-per-use pricing. Oracle also signed an expanded long-term collaboration agreement with Amazon Web Services ("AWS") to accelerate customer migrations. The service now spans 22 AWS Regions. The momentum was evident in first-quarter fiscal 2027 results.
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