Oraclereason 04 of 4it is already on the route the customer buys throughderived 2026-09-11accession 0001193125-26-389274
Oracle can deploy its proprietary database inside competitors' clouds (Azure, AWS, Google Cloud) via multicloud and Exadata Cloud@Customer, turning rivals into distribution channels. This hybrid positioning lets Oracle capture workloads that cannot migrate fully to a single hyperscaler, sustaining database pricing power even as customers diversify their cloud estates.
the thesis · admitted · the reason above is the thesis, not printed twice
no findingread · nothing bore on it
It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedseven sentences · whole, uncut
the claims it rests on
“OCI is designed to be differentiated from other cloud vendors to provide better security by separating cloud control code computers from customer compute nodes.”
“Oracle's Multicloud Database offerings, which are designed to enable organizations to deploy and run Oracle AI Database services, Oracle Autonomous AI Database and Oracle Zero Data Loss Autonomous Recovery Service within other hyperscale cloud IT environments.”
“Oracle Exadata Cloud@Customer, which is designed to enable customers to run Oracle Autonomous AI Database and Oracle Exadata Database Service securely in their own data centers behind their firewalls while having the services managed by Oracle.”
“Oracle AI Database is the world's most popular enterprise database.”
what it was checked against
hybrid deployment model offering
“These models include cloud-based, on-premise and hybrid deployments.”
customer deployment flexibility
“We provide choice and flexibility to our customers as to when and how they deploy Oracle applications and infrastructure technologies.”
workload migration programs
“To address customer demand and enable customer choice, we have certain programs for customers to pivot their applications and infrastructure software licenses and the related software support to the Oracle Cloud for new deployments and to migrate to and expand with the Oracle Cloud for their existing workloads.”