The same Oracle story that looked thrilling in September and alarming in December is, at heart, a data story . Oracle isn’t pitching AI as a novelty. No one really is anymore. How can they when it’s the heart of today’s market? Instead, Oracle is pitching AI as something that gets more valuable — and more billable — once it gets close to records, workflows, compliance, and all the dreary corporate machinery that already runs inside Oracle’s walls. That’s why the quarter’s loudest number, Oracle Cloud Infras ...