Oracle Corporation ORCL is turning its Autonomous AI Database into a key channel for monetizing enterprise AI demand, and its first-quarter fiscal 2027 results indicate that adoption is broadening well beyond Oracle Cloud Infrastructure ("OCI"). In the quarter ended Aug. 31, 2026, cloud database revenues rose 26% to $0.9 billion, while multicloud database revenues, generated by Oracle database services running inside Microsoft Azure, Google Cloud and Amazon Web Services, soared 353% year over year. This contributed to cloud infrastructure revenues of $7.4 billion, up 121%, and total revenues of $19.3 billion, up 30%. Remaining performance obligations reached $664 billion, up $209 billion year over year.
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