Oracle wants to bill you for every AI task, not just every seat
Oracle is introducing 'AI units' to generate revenue based on the volume of work performed by AI agents in its system. This strategy accompanies the launch of Fusion Claw, a runtime for controlling AI agents in ERP and supply chain management, as Oracle significantly increases spending on datacenters.
Key points
- Shift toward usage-based revenue for AI tasks
- Introduction of Fusion Claw for AI agent control
- Significant investment in datacenters and cloud infrastructure
- OCI to host LLM builders including OpenAI
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