Oracle's vision: Apps and AI agents working together

CEO Safra Catz explains how Oracle is blending applications with agentic AI, rejecting the idea that agents will replace apps.

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Sep 17, 2026

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Oracle's vision: Apps and AI agents working together

CEO Safra Catz explains how Oracle is blending applications with agentic AI, rejecting the idea that agents will replace apps.

In brief

CEO Safra Catz explains how Oracle is blending applications with agentic AI, rejecting the idea that agents will replace apps. Oracle sees AI agents as accelerators for applications, not replacements, with both working together in tight integration. Originally reported by Cloud Wars.

Oracle leads on apps and agents

Oracle speaks with the most clarity about how AI agents and applications will work together, a critical question for customers.

Nadella predicted apps would be hollowed out

Two years ago, Microsoft's CEO said AI and agents would make applications much less valuable and take command.

Oracle's industry suites blend both

Oracle's industry suites blend both

CEO Safra Catz says Oracle's application suites are evolving into industry suites that blend agents and apps together.

AI accelerates apps, doesn't replace them

Catz stated that AI is an accelerator for packaged applications, not a replacement for them.

“AI is an accelerator for packaged apps, not a replacement.”

Employees will oversee AI agents

Workers will shift to overseeing agents, resolving exceptions, and using human judgment for complex decisions.

Fusion agentic applications explained

Oracle calls this tight blending of apps and agents 'fusion' agentic applications, making seamless collaboration possible.

What it means

Oracle sees AI agents as accelerators for applications, not replacements, with both working together in tight integration.

Read the original on Cloud Wars

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