AI Agent Studio System Integration — Building Enterprise AI Agents on Fusion
Oracle has launched AI Agent Studio inside Fusion and embedded 1,000+ AI agents across its application suite, with hundreds in banking alone. Mike Cecilia explicitly referenced system integrators building agents ('your system integrator is going to build a bunch of AI agents'). Larry Ellison stated partners and customers will extend Oracle's prebuilt agents. This creates a new, fast-growing SI engagement category: designing, building, testing, and deploying custom AI agents that leverage Oracle's mission-critical data and AI Data Platform. This is a greenfield opportunity where no incumbent has an established practice.
Mike Cecilia directly stated 'your system integrator is going to build a bunch of AI agents' and referenced the AI Agent Studio in Fusion. Larry Ellison confirmed 'a lot of our partners are going to do that' regarding building agents. 1,000+ prebuilt agents exist. Brad Zelnick's question specifically probed Oracle's role as the AI interaction layer, confirming analyst/market interest.
This is a nascent market with emerging demand. Oracle explicitly invites SI involvement. However, few firms have deep AI agent development capabilities on Oracle's AI Data Platform today. First movers who build this practice will capture outsized share. Some risk that Oracle's own consulting or niche AI firms could compete.
AI agent development on enterprise data is strategic and transformational. Larry Ellison's vision of 'automating entire ecosystems' in healthcare, financial services, and retail represents multi-year platform engagement. The autonomous close example (AI agent closing books without humans) signals deep process transformation.
AI Agent Studio is live now, and 1,000+ agents are already deployed. However, enterprise custom agent development is still early — most customers are absorbing the prebuilt agents first. The timeline is 6-18 months for significant custom agent SI engagements to materialize at scale.
No specific budget figures cited for agent development. However, these agents are embedded in existing Fusion licenses ('at no additional cost'), meaning the SI engagement is the revenue source. Oracle's 243% AI infrastructure growth and $553B RPO confirm massive AI investment across the ecosystem. Budget will flow from customers' digital transformation programs.
Strong fit for firms with Oracle practice + AI/ML capabilities. Accenture, Deloitte, and Infosys have the combined Oracle and AI skills. The engagement model (custom development on a platform) is well-understood by SIs. The 'AI Agent Studio' as a platform-based development tool is similar to existing low-code/no-code SI engagements.
Individual agent development projects may be $1M-$5M, but ecosystem-wide agent programs (e.g., banking suite with hundreds of agents, healthcare automation) could reach $10M-$20M. Larry's vision of automating entire ecosystems suggests large program-level engagements over time.
Mike Cecilia
Champion
Lawrence Ellison
Decision Maker
Brad Zelnick
Influencer
Oracle has publicly invited SIs to build agents on its platform. AI Agent Studio is live in Fusion with quarterly upgrades. Larry Ellison explicitly said 'a lot of our partners are going to do that' — this is an open invitation to capture a greenfield market before competitors establish agent development practices on Oracle's stack. First-mover advantage is significant in platform-based SI work.
Mike Cecilia: 'If you are going to build a bunch of AI agents — or your system integrator is going to build a bunch of AI agents — the question I would have is where would you start? Well, you would start inside the system of record.' Larry Ellison: 'We do not think we can build all the application agents for a banking system or all the application agents for a health care system. A lot of our partners are going to do that. A lot of our customers are going to do that.' He described the AI Data Platform as 'a complete integrated development environment where you can build your own agents using any AI model that is in the Oracle Cloud.' The autonomous book close example demonstrates the depth of agent-driven process automation Oracle envisions.
$5M - $20M
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Sector: Technology | Industry: Software-Infrastructure | Employees: 162000 | Price: $149.68 Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracl...
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