今の日本でAWS回避はもう無理 RDSでDB立ち上げて無くても結局EXADATAとか使ってるから結局アメリカに握られてんじゃんって状態だし

Conhece exadata?

🚀 Session Spotlight | Sangam AI Yatra 2026 🔗 Register Now: aioug.org/sangam26 Should your Oracle workloads run on OCI, a hyperscaler, or across multiple clouds? The answer is more complicated than vendor marketing would have you believe. 💡 Why This Session Matters As enterprises modernize their database platforms, the conversation is no longer just about moving to the cloud. It's about choosing the right cloud architecture for performance, resilience, sovereignty, operational simplicity, and cost. OCI-native deployments, Oracle Database@Azure, multicloud architectures, Autonomous Database, Exadata Cloud Service—each option comes with trade-offs. This session cuts through the hype and provides a practical, vendor-neutral framework for evaluating Oracle deployment strategies across today's cloud landscape. If you're involved in cloud strategy, database modernization, or enterprise architecture decisions, this session will help you understand what really matters when selecting a landing zone for Oracle workloads. 🎯 What You'll Learn ✅ The trade-offs between OCI-native and multicloud Oracle architectures ✅ Cost, latency, scalability, and operational considerations across cloud platforms ✅ Real-world patterns for OLTP and Data Warehouse workloads ✅ A practical framework for evaluating TCO and cloud strategy decisions ✅ How to determine the best-fit architecture for your organization's requirements 👤 About the Speaker Biju Thomas is an Oracle ACE Director, Microsoft MVP, author, and Senior Vice President of Digital Transformation at Data Intensity. With more than 30 years of experience, he helps organizations modernize mission-critical Oracle platforms across on-premises, OCI, multicloud, and hybrid environments and is widely recognized as a leading voice in Oracle cloud architecture. 🎟️ View Session Details: aioug.org/sangam26/session?i… ⏳ The cloud conversation is no longer "Which cloud?" It's "Which architecture delivers the best outcome?" 📍 Sangam AI Yatra 2026 Bengaluru: 18 Jul 2026 Hyderabad: 19 Jul 2026 🔗 Register today: aioug.org/sangam26 #SangamAIYatra2026 #OracleDatabase #Multicloud #OCI #OracleDatabaseAtAzure #CloudArchitecture #Exadata #AutonomousDatabase #AIOUG @Oracle @Microsoft @Azure @oracleugs @oracleace @OracleDevs @oracledevcomm @OracleDatabase @OracleCloud

🚀 Session Spotlight | Sangam AI Yatra 2026 🔗 Register Now: aioug.org/sangam26 Downtime is expensive. Planned downtime is inconvenient. Unplanned downtime is unforgiving. 💡 Why This Session Matters As businesses become increasingly dependent on always-on applications, high availability is no longer a luxury—it's an expectation. Oracle Database 26ai introduces new innovations designed to help organizations reduce downtime risk, accelerate failovers, simplify disaster recovery, and maintain continuous availability for critical workloads. This session explores the latest advancements across Oracle RAC, Data Guard, Flashback technologies, and Transparent Application Failover (TAF), helping DBAs and architects understand how to build resilient database platforms that can withstand failures while keeping applications online. Whether you're running mission-critical OLTP systems, data warehouses, or modern AI-powered applications, availability remains one of the most important design considerations. 🎯 What You'll Learn ✅ New High Availability innovations introduced in Oracle Database 26ai ✅ Faster failover capabilities and simplified disaster recovery strategies ✅ Practical approaches for designing and operating always-on database environments ✅ How Oracle RAC, Data Guard, Flashback, and TAF work together to reduce downtime and data loss 👤 About the Speaker Gavin Soorma is an Oracle ACE Director and Oracle Certified Master with over 25 years of experience in Oracle technologies. He is also an Oracle Certified Specialist in GoldenGate and Exadata and the author of the widely followed Oracle DBA Tips & Techniques blog, which has attracted more than 20 million visitors worldwide. 🎟️ View Session Details: aioug.org/sangam26/session?i… ⏳ The best outage is the one your users never notice. 📍 Sangam AI Yatra 2026 Bengaluru: 18 Jul 2026 Hyderabad: 19 Jul 2026 🔗 Register today: aioug.org/sangam26 #SangamAIYatra2026 #OracleDatabase #Oracle26ai #HighAvailability #DataGuard #OracleRAC #DisasterRecovery #FlashbackDatabase #AIOUG @Oracle @oracleugs @oracleace @OracleDevs @oracledevcomm @OracleDatabase @OracleCloud

🚀 Session Spotlight | Sangam AI Yatra 2026 🔗 Register Now: aioug.org/sangam26 Remember when ASM first arrived and DBAs wondered where their files had gone? Oracle's next storage evolution is here. 💡 Why This Session Matters For many Oracle professionals, ASM fundamentally changed how database storage was managed. Today, Oracle is introducing another major shift with Exascale Storage Vaults, a new storage architecture designed for modern Oracle Database and Exadata environments. As organizations evaluate Oracle AI Database, Exadata, and cloud-native deployments, understanding where Exascale fits into the storage landscape is becoming increasingly important. This session provides a practical introduction to Oracle's latest storage offering, explaining what it is, how it differs from ASM, where it can be used, and how DBAs can effectively manage databases running on Exascale storage. If you've ever wondered what's next after ASM, this session is for you. 🎯 What You'll Learn ✅ What's new with Oracle storage on Exadata and Exascale ✅ Key differences between ASM and Exascale Storage Vaults ✅ Benefits, use cases, and deployment considerations for Exascale ✅ Practical commands and operational guidance for managing databases on Exascale storage 👤 About the Speaker Andy Colvin is a member of Google's Database Black Belts team and specializes in Oracle Database deployments. Prior to Google, he spent 15 years with Enkitec and Accenture helping customers solve complex database challenges. Andy is an Oracle ACE Alumni, co-author of Expert Oracle Exadata (Second Edition), and a well-known speaker within the Oracle community. 🎟️ View Session Details: aioug.org/sangam26/session?i… ⏳ ASM changed how Oracle databases used storage. Exascale may change it again. 📍 Sangam AI Yatra 2026 Bengaluru: 18 Jul 2026 Hyderabad: 19 Jul 2026 🔗 Register today: aioug.org/sangam26 #SangamAIYatra2026 #OracleDatabase #Exadata #Exascale #ASM #StorageArchitecture #OracleAI #DatabaseInfrastructure #AIOUG @Oracle @oracleugs @oracleace @OracleDevs @oracledevcomm @OracleDatabase @OracleCloud

🚀 Session Spotlight | Sangam AI Yatra 2026 🔗 Register Now: aioug.org/sangam26 What if you could combine Oracle's mission-critical database capabilities with Google's industry-leading AI services? 💡 Why This Session Matters Organizations are increasingly looking for ways to modernize Oracle workloads while taking advantage of the rapid innovation happening in AI. Oracle Database@Google Cloud brings these worlds together. This session explores how enterprises can run Oracle workloads in Google Cloud while leveraging Google's AI ecosystem, helping organizations modernize applications, accelerate innovation, and maximize the value of existing Oracle investments. You'll also get insights into Oracle's multicloud strategy and learn how Google and Oracle are working together to simplify cloud adoption for some of the world's most demanding database environments. 🎯 What You'll Learn ✅ How Google AI services integrate with Oracle Database workloads ✅ Oracle's multicloud strategy and the role of Oracle Database@Google Cloud ✅ Approaches for moving mission-critical Oracle environments to Google Cloud ✅ The latest innovations and announcements from the Oracle-Google partnership 👤 About the Speaker Andy Colvin is a member of Google's Database Black Belts team, specializing in Oracle Database deployments. Prior to Google, he spent 15 years with Enkitec and Accenture helping customers solve complex database challenges. Andy is an Oracle ACE Alumni, co-author of Expert Oracle Exadata (Second Edition), and a frequent speaker at Oracle conferences around the world. 🎟️ View Session Details: aioug.org/sangam26/session?i… ⏳ The future isn't Oracle or Google. It's understanding how to get the best from both. 📍 Sangam AI Yatra 2026 Bengaluru: 18 Jul 2026 Hyderabad: 19 Jul 2026 🔗 Register today: aioug.org/sangam26 #SangamAIYatra2026 #OracleDatabase #GoogleCloud #OracleDatabaseAtGoogleCloud #GenerativeAI #Multicloud #CloudMigration #OracleAI #AIOUG @Oracle @GoogleCloud @oracleugs @oracleace @OracleDevs @oracledevcomm @OracleDatabase @OracleCloud

🚀 Session Spotlight | Sangam AI Yatra 2026 🔗 Register Now: aioug.org/sangam26 What if you could ask your AWR report a question instead of spending hours digging through hundreds of pages of performance data? 💡 Why This Session Matters For decades, AWR has been the foundation of Oracle Database performance diagnostics. But as systems become more complex, the volume of performance data continues to grow, making analysis increasingly time-consuming. Oracle is now bringing Generative AI and Agentic AI directly into the performance management workflow. This session introduces AWR.ai and SQL Perf.ai, new capabilities that enable DBAs to interact with performance data using natural language, leverage LLM-powered analysis, and accelerate the journey from symptom to root cause. For anyone who has ever spent hours reviewing AWR reports, ASH data, SQL statistics, and performance metrics, this session offers a glimpse into the future of database observability. 🎯 What You'll Learn ✅ The latest innovations in AWR and Oracle Database Observability ✅ How AWR.ai and SQL Perf.ai use GenAI to analyze performance data and identify bottlenecks ✅ How Agentic AI can help streamline diagnostics, troubleshooting, and incident management workflows ✅ Ways to reduce time-to-resolution and simplify performance tuning activities 👤 About the Speaker Prabhaker Gongloor (GP) is Vice President of Product Management at Oracle, responsible for Enterprise Manager, OCI Database Management, Operations Insights, Real Application Testing, and Exadata Management. With more than 20 years of industry experience, he is a recognized leader in Oracle Database Observability and operational excellence. 🎟️ View Session Details: aioug.org/sangam26/session?i… ⏳ The future of performance tuning may not start with opening an AWR report. It may start with asking a question. 📍 Sangam AI Yatra 2026 Bengaluru: 18 Jul 2026 Hyderabad: 19 Jul 2026 🔗 Register today: aioug.org/sangam26 #SangamAIYatra2026 #OracleDatabase #AWR #PerformanceTuning #DatabaseObservability #GenerativeAI #AgenticAI #EnterpriseManager #AIOUG @Oracle @oracleugs @oracleace @OracleDevs @oracledevcomm @OracleDatabase @OracleCloud

$ORCL オラクル FY26 Q4決算（5/31期・6/10発表）🟡ウォッチ 「DBの王者」から「AIインフラの地主」への大転換。受注は爆発、だがFCFは赤字に沈んだ。株価は決算後 -11%。 【ヘッドライン】 RPO（受注残）が $638B（ 363% YoY、QoQ $85B）と記録更新。当四半期だけでAIインフラ契約を $67B 署名。需要は本物。なのに株は売られた——理由は「その代償」にある。 【事業概要】 世界最大級のエンタープライズソフト＋クラウド企業。Autonomous DB/Exadataの王者が、OCIを軸にAI学習向けGPUクラウドへ全振り。OpenAI/Stargate級の超大型契約がRPOの中核。 【業績（Q4）】 🟢 売上 $19.2B（ 21%）過去最高 🟢 クラウド $9.9B（ 47%）／ IaaS $5.8B（ 93%）・SaaS $4.1B（ 10%） 🟢 非GAAP EPS $2.11（ 24%、予想$1.95超） 🟢 非GAAP営業益 $8.6B（ 22%）マージン45% 🔵 通期：売上 $67.4B（ 17%）、クラウド $34.0B（ 39%） 【CF/FCF ← ここが核心】 🟢 営業CF（通期）$32.0B（ 54%）← 本業の創出力は強力 🔴 FCF（通期）-$23.7B ← CapEx $55.7B が営業CFを大幅超過 🔴 FY27は CapEx 純現金流出 ~$70B へさらに拡大 🟡 「契約 → 売上計上 → FCF回収」の転換はこれから。当面はキャッシュ流出が続く。 【コール要点（発言者付き）】 🟡 Hilary Maxson CFO「RPOは$638B、 363%。12%を今後12ヶ月、34%を13〜36ヶ月で計上見込み」→ 大半は2027年度以降の認識。足元への即効性は限定的。 🔴 Maxson CFO「FY27のCapEx純流出は約$70B、そのために債務＋株式で約$40Bを調達（ATM $20B含む）」→ 株価急落の直接の引き金。 🟢 Clay Magouyrk Co-CEO「FY26で1.2GW超を納入、FY27 Q1単独で~1GW＝過去4Q合計に匹敵」→ 容量立ち上げが指数加速。 🟡 Maxson 補足「FY27はグロスマージンが段差で低下」→ 成長を利益で買う構造。 【バリュエーション】現値 $179.78（時価総額 $517B） 🔵 EV/Sales法：$142–205（FY27売上~$90B×6–8x、純負債~$130B控除） 🔵 EPS×PER法：$201–258（FY27非GAAP EPS $8.05×25–32x） 🔴 FCF倍率法：適用不可（CapExサイクル中はFCFマイナス） 🟡 Fwd PER 22x／PER 31x。アナリスト平均目標 ~$256（43名Buy）。だが巨額負債$134B＋希薄化が重荷。 【強気材料】 🟢 RPO $638B＋AI契約$67B署名＝AI需要の桁違いの取り込み 🟢 IaaS 93%でOCIが学習需要の中核基盤に台頭 🟢 FY27ガイド 売上~$90B（ 34�）・非GAAP EPS $8.05（ 18%） 🟢 営業CF $32.0B（ 54%）の創出力は健在 【リスク】 🔴 FCF -$23.7B、FY27 CapEx~$70Bでキャッシュ流出継続 🔴 $40B調達（債務＋ATM株式$20B）＝希薄化＋金利負担、純負債$134B 🔴 RPOの大半がOpenAI/Stargate等の少数巨大契約に集中（履行・信用リスク） 🟡 RPOの12%しか12ヶ月内に計上されず、転換は数年がかり 🟡 52W高値$345から-48%、高Beta1.65でAIトレード巻き戻しに敏感 【まとめ】🟡ウォッチ テーゼ（AIインフラの地主）は強烈。受注の爆発は疑いようがない。だが今は「成長を借金で買う」フェーズで、FCF赤字・希薄化・顧客集中が同居する。追いかけず、"契約→売上→FCF"の転換が実証され、顧客集中が緩むのを確認してから。 総合判定：🟡 ウォッチ（受注は桁違いだが、FCF赤字・$40B調達・OpenAI集中で「転換の実証」待ち） #米国株 #ORCL #Oracle #AI投資

What's New ExaDB-XS Delegate Access Control for Exadata Database Service on Exascale Infrastructure docs.oracle.com/en-us/iaas/d… ExaDB-XSでDelegate Access Controlがサポート Delegate Access Controでは、サービス・プロバイダのオペレータがリソースにアクセスする方法を管理が可能になります。

注力中案件です。 【案件名】：ネット証券内OracleDBに関する運用支援 【必須】Oracle Database　Exadata　DataGuard 【勤務地】：溜池山王 【期間】7月〜 【年齢】：50代前半まで 【面談】：1回 【商流】元請〜 お気軽にDMください。

What's New ADB-D Manageability enhancements for Autonomous Exadata VM Clusters and Autonomous Container Databases docs.oracle.com/en/cloud/paa… ADB-Dで以下などのプロパティが追加 Autonomous Exadata VMクラスタ:スキャン・リスナー・ポート Autonomous Container Database:Split Contorol

A public sector agency was over-provisioning @Oracle Exadata infrastructure for peak demand — and operating below 30% CPU utilization most of the day. @NRConsults's ESG team built a dynamic scaling strategy. The outcome: 15% cost reduction. Zero performance impact. Full case study → newresources.com/leveraging-… #OracleExadata #ERP #CostOptimization

Oracle is infusing Generative AI into SQL tuning and index creation. To stay ready: • Map each workload to Exadata Database Service tier now. • Automate security patches via Autonomous Maintenance windows. • Track spend with OCI Cost Analysis and tagging APIs.

- Self‑patching & self‑tuning in Autonomous Database eliminate up to 90 % of unplanned maintenance windows. - Autoscaling compute and storage on Exadata Cloud means you pay only for what you use—no more over‑provisioning.

What Oracle Autonomous Database Cloud Services Include Oracle Autonomous Database Cloud Services include Autonomous Transaction Processing (ATP), Autonomous Data Warehouse (ADW), Exadata Database Service, and integrated high-availability services on Oracle Cloud Infrastructure.

This article highlights Exadata Cloud Service, Oracle Data Guard, GoldenGate real‑time replication, and AI‑Ops for predictive tuning—technologies that remove operational complexity, reduce risk, and unlock agility.

The Diamond Tier of Database Availability. Achieve hardened resilience with @Oracle Maximum Availability Architecture (MAA) using new capabilities of Oracle AI Database, #Exadata, RAC, Active Data Guard, GoldenGate, and Globally Distributed AI Database. social.ora.cl/6015B8xC8c

Exadata System Software 26ai リリース 26.1 の提供開始 blogs.oracle.com/oracle4engi…