Lauren Nelson, a VP/research director at Forrester, said she saw the Oracle moves as making sense. But he stressed that Oracle is making its AI move very differently from others, which makes sense given Oracle’s different market position. This contrasts with most of its rivals that are trying to grow their AI installed base by either stealing customers from each other or bringing in a larger percentage of newcomers. “Oracle has a massive installed base of legacy customers,” Bickley said. Specifically, he has seen Oracle avoid upcharging for AI, which is another differentiator from rivals.