ORCL · News · 20261020N

Market Demand Trends — AI Database Growth

ORACLE CORP · 2026-10-20 · Importance 45 · Surprise 64

A BNP Paribas software-reseller survey indicated that generative AI demand has surpassed cybersecurity demand, pointing to stronger interest in Oracle’s AI-related offerings. The survey specifically cited Oracle Database@AWS, Database@Azure, Oracle Cloud Infrastructure, and Fusion as showing improved demand. Separately, Oracle’s fiscal 2027 first-quarter multicloud database revenue reportedly grew 353% year over year, while multicloud database customers increased 180%. These trends support expanding demand for Oracle databases deployed alongside applications on rival cloud platforms.

Key facts

• A BNP Paribas software reseller survey indicated generative AI demand has surpassed cybersecurity in demand for Oracle's products and that DB@AWS, DB@Azure, Oracle Cloud Infrastructure, and Fusion products are showing improved demand. source