惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
V
Vulnerabilities – Threatpost
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
V
Visual Studio Blog
月光博客
月光博客
IT之家
IT之家
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
T
Tailwind CSS Blog
罗磊的独立博客
S
SegmentFault 最新的问题
博客园 - 三生石上(FineUI控件)
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
量子位
V
V2EX
Jina AI
Jina AI
The GitHub Blog
The GitHub Blog
小众软件
小众软件
CTFtime.org: upcoming CTF events
CTFtime.org: upcoming CTF events
阮一峰的网络日志
阮一峰的网络日志
Recent Announcements
Recent Announcements
MongoDB | Blog
MongoDB | Blog
Y
Y Combinator Blog
H
Help Net Security
博客园_首页
Cyberwarzone
Cyberwarzone
T
Tenable Blog
A
Arctic Wolf
C
CERT Recently Published Vulnerability Notes
奇客Solidot–传递最新科技情报
奇客Solidot–传递最新科技情报
T
Threat Research - Cisco Blogs
aimingoo的专栏
aimingoo的专栏
Google DeepMind News
Google DeepMind News
博客园 - 叶小钗
C
Cyber Attacks, Cyber Crime and Cyber Security
美团技术团队
Attack and Defense Labs
Attack and Defense Labs
GbyAI
GbyAI
博客园 - 【当耐特】
Cloudbric
Cloudbric
NISL@THU
NISL@THU
B
Blog RSS Feed
K
Kaspersky official blog
Hugging Face - Blog
Hugging Face - Blog
P
Privacy International News Feed
博客园 - Franky
博客园 - 司徒正美
Microsoft Azure Blog
Microsoft Azure Blog
Apple Machine Learning Research
Apple Machine Learning Research
Webroot Blog
Webroot Blog
Microsoft Security Blog
Microsoft Security Blog

Moor Insights & Strategy

RESEARCH NOTE: Computex 2026 Shows How Infrastructure Fragments as AI Scales Is SAP's AI Transformation the Future of SaaS? - Pulse Brief OpenAI Flexes Enterprise Ambitions With Colin Fleming As Business CMO RESEARCH NOTE: Rayfin Turns Microsoft Fabric Into a Runtime for Agent-Built Apps RESEARCH NOTE: Google I/O 2026 — More Details on AI and AR Glasses, Including Project Aura BROADCAST ANALYSIS: Patrick Moorhead Discusses the AI Market, Semiconductors, SpaceX, and Big IPOs on The Street, June 10, 2026 At Cisco Live 2026, Cisco Bets The Network Is The AI Platform MI&S Weekly Analyst Insights — Week Ending June 5, 2026 Apple WWDC 2026 - Resetting Siri, OS Improvements, and Parental Controls BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Computex, China Trade Restrictions, and Berkshire’s Google Investment on CNBC Asia, June 1, 2026 RESEARCH NOTE: Dell Makes Its Case for Owning the Enterprise AI Stack Microsoft Work Trend Index 2026 Shows AI Productivity Is Not Enough Huawei's Chip Claims, SpaceX IPO Insights, Network X, Starcloud, AT&T & Amazon Leo Updates RESEARCH NOTE: Can Intel Wildcat Lake Challenge Apple’s MacBook Neo and Make Cheap PCs Great Again? ANALYST INSIGHT: Tenstorrent Is Disrupting the Inference Market MI&S Weekly Analyst Insights — Week Ending May 29, 2026 RESEARCH NOTE: Panasonic TOUGHBOOK 56 Brings Much-Needed Updates to the Rugged Form Factor RESEARCH NOTE: Amazon’s Acquisition of Globalstar Accelerates Amazon Leo Ambitions RESEARCH NOTE: IBM Turns Sovereignty Into a Product ANALYST INSIGHT: Mission-Critical ERP Needs Mission-Critical Agents RESEARCH NOTE: Cadence Leans into EDA Super Agents at Cadence LIVE 2026 MI&S Weekly Analyst Insights — Week Ending May 22, 2026 RESEARCH NOTE: Distance Technologies Partners on Kia Vision Meta Turismo Concept Car Retail AI Requires a Fundamentally Different Approach to Implementation — Research Brief BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on CNBC, May 20, 2026 Enterprises Need To Be Careful Before They Go All-In On Anthropic RESEARCH NOTE: AT&T, T-Mobile, and Verizon Create Unprecedented Joint Venture for D2D Satellite Simplicity MI&S Weekly Analyst Insights — Week Ending May 15, 2026 Carriers Form D2D Satellite JV, 6G Expectations Cool & Data Center Pushback in Socorro RESEARCH NOTE: Google’s Gemini Enterprise Agent Platform Is a Serious Bid for the Agentic Control Plane BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA and U.S.–China Trade Relations on CNBC, May 13, 2026 RESEARCH NOTE: Motorola’s All-New Razr Fold Headlines a Mostly Unchanged Razr Lineup RESEARCH NOTE: SAP’s Bet on an Open Data Foundation for Agentic AI RESEARCH NOTE: Samsung Galaxy S26 Ultra — Samsung’s Halo Is Better Than Ever MI&S Weekly Analyst Insights — Week Ending May 8, 2026 Nvidia & Corning Unite, NTIA Report, ConnectX, FWA Uplink and 6G Spectrum News RESEARCH NOTE: Adobe CX Enterprise, An Agentic Control Plane for Orchestrated Customer Experience and AI Discovery RESEARCH NOTE: T-Mobile’s New SuperBroadband Aims to Solve Business Broadband Pain Points BROADCAST ANALYSIS: Patrick Moorhead Discusses AMD Earnings and Arm on CNBC, May 6, 2026 RESEARCH NOTE: Samsung’s Redesigned Galaxy Book6 Pro with Intel Core Ultra 3 Is a Welcome Upgrade RESEARCH PAPER: From Devices to the Cloud — Arm's Relevance in the Age of AI RESEARCH NOTE: Qlik’s Bet on Production-Grade Agentic AI RESEARCH NOTE: Google TPU 8: Architecture, Context, and Enterprise Relevance ANALYST INSIGHT: How Google’s Agentic Data Cloud Redefines What Context Means for the Enterprise MI&S Weekly Analyst Insights — Week Ending May 1, 2026 T-Mobile Super Broadband, Fiber Expansion, Satellite MVNO Rumors, & Big Tech Earnings — The 6G Podcast RESEARCH NOTE: Devices Launched at MWC 2026 — Smartphones, Robots, AI, and PCs BROADCAST ANALYSIS: Patrick Moorhead Discusses Hyperscaler Earnings on CNBC, April 29, 2026 ANALYST INSIGHT: Google Cloud’s AI Hypercomputer at Next 2026: Real Co-Design, Targeted Reach RESEARCH NOTE: Meta Ray-Ban Display: Bridging the Gap Between Smart Glasses and AR AI Canvases Move From Collaboration To Core Revenue And IT Operations RESEARCH NOTE: Samsung Galaxy XR Headset: A Strong Hardware Foundation Waiting on Software DataCenter Podcast: Episode 58 — We’re Talking AI Bottlenecks, Google Cloud Next TPU 8 Review MI&S Weekly Analyst Insights — Week Ending April 24, 2026 RESEARCH NOTE: First-Take Analysis: Nuvacore Emerges From Stealth Mode RESEARCH NOTE: The HP Z2 Mini G1a: A Tiny Powerhouse for the AI Workstation Era RESEARCH NOTE: HP Imagine 2026: HP Evolves in the Era of AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Apple's New CEO and Future Strategic Direction on CNBC, April 20, 2026 RESEARCH NOTE: Lenovo Closes Infinidat Acquisition — What Does It Mean for Enterprise Storage? MI&S Weekly Analyst Insights — Week Ending April 17, 2026 Amazon’s Globalstar Deal, Verizon’s FIFA Play, and Millimeter Wave Insights — The 6G Podcast RESEARCH NOTE: Galileo Brings Cisco a Purpose-Built Agent Evaluation Layer RESEARCH NOTE: Cohesity Positions AI Resilience as the Foundation for Enterprise AI Adoption DataCenter Podcast: Episode 57 — We’re Talking Beyond the Border, Nutanix .NEXT Recap RESEARCH NOTE: The HP EliteBoard G1a: A Capable PC in an Innovative Form Factor RESEARCH NOTE: Samsung’s Galaxy S26 Lineup Leads with AI and Privacy RESEARCH NOTE: Velaura AI’s Titan Core Targets the Biggest Problem in AI Datacenter Silicon: Power RESEARCH NOTE: The ASUS ROG Xbox Ally X Has Rekindled My Hope for Windows Gaming Handhelds RESEARCH NOTE: Infor Positions Industry Context as the Foundation for Agentic ERP BROADCAST ANALYSIS: Patrick Moorhead Discusses Advanced Chip Packaging on CNBC, April 8, 2026 PULSE BRIEF: Navigating Supply Chain Constraints with Architectural Flexibility RESEARCH NOTE: MWC 2026 Showcases Semiconductors for 5G, 6G, and Many Kinds of AI RESEARCH BRIEF: From Infrastructure to Resilience Foundation — Reframing Cyber Resilience for Data Management PULSE BRIEF: Cloud-Native Edge AI Platforms RESEARCH PAPER: The Economic Impact of a Domestic Semiconductor Foundry RESEARCH NOTE: Arm Enters the Silicon Business with AGI CPU RESEARCH NOTE: The Inference Inflection Point: What NVIDIA’s Groq 3 LPX Really Signals for Enterprise AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm AGI CPU on CNBC, March 25, 2026 DataCenter Podcast: Episode 56 — Artificial “Stupidity” and Arm Enters the AI Race PULSE BRIEF: Density Is Destiny — Rethinking AI Infrastructure in the AI Data Era BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm's New AGI CPU on CNBC, March 24, 2026 BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA GTC Announcements on CNBC, March 16, 2026 RESEARCH NOTE: WD Innovation Day and FY2026 Q2 Earnings Reflect Disciplined Execution RESEARCH NOTE: AWS and Cerebras Partner to Deliver Disaggregated AI Inference The Enterprise Applications Podcast, Ep 26: AI Agents - The New Control Layer for Enterprise Apps DataCenter Podcast: Episode 55 — The AI Power Problem: Data Centers, Nuclear SMRs, and AWS + Cerebras RESEARCH NOTE: VAST Forward 2026 Positions the Data Platform as the Persistent Operational Layer for AI Game Time Tech Ep 28: MLB 2026 Season – AI, XR, Stadium Tech, and the Future of Baseball BROADCAST ANALYSIS: Patrick Moorhead Discusses AI Chip Export Controls and Oracle's Upcoming Earnings on Yahoo Finance, March 9, 2026 RESEARCH NOTE: Digging into the AMD–Meta Deal RESEARCH NOTE: Zoom Promotes ‘System of Action’ via AI-First Canvases and Agentic Workflows Game Time Tech Ep 27: How AI Is Transforming Pro Sports RESEARCH NOTE: IBM FlashSystem — Advancing Toward an Intent-Aware Storage Control Layer The Enterprise Applications Podcast - Ep 25: Is Enterprise ERP Ready for Agentic AI? RESEARCH NOTE: RPT-1 Is Turning SAP Data Into Insightful AI RESEARCH NOTE: Dell Pro 14 Premium Laptop with 5G Connectivity BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on Yahoo Finance, February 25, 2026
RESEARCH BRIEF: Oracle's Blueprint for Agentic AI
Patrick Moorhead · 2026-05-02 · via Moor Insights & Strategy

Key Considerations for Architecture, Governance, and Orchestration in Enterprise-Scale Deployments

Agentic ai workflow artificial intelligence technology automation glowing data stream merges with digital gears futuristic creative concept

Read the full Research Brief below, or click the image above to download a PDF.

Summary

Agentic AI is emerging as the next phase of enterprise AI adoption. The shift is subtle but important. Instead of systems that respond to prompts, enterprises are beginning to explore systems that can plan, reason, and take action across business processes. The potential is clear: automating multi-step workflows, accelerating decision-making, and extending agents deeper into operational execution to improve efficiencies.

But while the ambition is evident, the path to production is not. Despite widespread investment, most enterprise deployments remain in pilot phases or narrowly scoped use cases. The limiting factor isn’t model capability, but the infrastructure required to support these systems in real-world environments.

Agentic systems depend on continuous, governed access to enterprise data and must operate within the same parameters as mission-critical IT for security, governance, performance, and reliability. As these systems scale, architectural cracks begin to surface. Data moves between systems, governance fragments, and security controls become inconsistent. What works in a controlled environment becomes difficult to manage in production at scale.

This is driving a broader architectural rethink. Rather than treating AI as a layer applied on top of existing systems, enterprises are starting to evaluate where control should reside — where data access is enforced, where governance is applied, and where execution takes place. As agentic workloads scale, the data layer is emerging as a logical control point.

This paper examines that shift, the architectural options available to enterprise IT, and the implications for building and operating agentic systems at scale.

Market Overview: The Agentic AI Enterprise Reality Check

The adoption data tells a clear story about where enterprise agentic AI stands today. According to Deloitte’s 2026 State of AI in the Enterprise report, nearly three-quarters of companies expect to deploy agentic AI within two years, yet only 23% use it even moderately today — and only 21% have a mature governance model in place.

That gap is structural, rooted in infrastructure challenges that most current agentic AI frameworks were not built to solve. Moor Insights & Strategy (MI&S) identifies three primary barriers that define the production threshold for most organizations:

  • Data fragmentation. Agents require real-time, governed access to enterprise data to reason and act effectively. Most organizations operate across fragmented data estates — ERP, CRM, data warehouses, SaaS platforms, and object stores — with no unified access layer. Agents operating downstream from that fragmentation produce incomplete or unreliable outputs, while the pipelines required to unify that data introduce complexity that compounds over time.
  • Security at agent scale. Traditional access controls were designed for human users and applications, but what works for human access does not cleanly translate to autonomous systems operating continuously. Agents introduce fundamentally different risks. They can autonomously generate queries, expose sensitive data through prompt injection, and operate at a scale where audit and oversight become difficult. Increasingly, agents can invoke external tools and APIs, extending risk beyond the database itself.
  • Orchestration complexity. Multi-agent systems require assembling LLM APIs, vector stores, RAG pipelines, memory layers, and workflow orchestration into a coherent system. This creates a complex and fragile architecture. Each additional component introduces multiple failure points, governance gaps, and operational overhead. Most IT teams that MI&S encounters are not equipped to build and maintain these systems at scale.

The implication is straightforward: Solving for agentic AI in the enterprise requires rethinking where control is established — not at the application layer, where governance is difficult to enforce consistently, but at the data layer, where access, security, and execution can be anchored in infrastructure that enterprises already trust.

How Enterprises Are Approaching the Problem — and Where Each Approach Hits a Wall

The production gap is not for lack of trying. As enterprises have experimented with agentic AI, several distinct approaches have emerged. Each has genuine strengths, along with inherent structural limitations that become visible as deployments scale.

The Build-Your-Own Stack

The most common starting point for technically sophisticated organizations is assembly: combining open-source orchestration frameworks with commercial LLM APIs, purpose-built vector databases, custom RAG pipelines, and whatever data connectors the team can integrate. The appeal is real, because it enables maximum control, model flexibility, and the ability to optimize each component independently.

In practice, this introduces structural challenges. Data moves between systems — from operational databases to vector stores, and from vector stores to context layers. This leads to synchronization lag and duplication risk. Further, policies governing data access don’t extend across the stack.

For startups and technology-native enterprises with strong AI engineering teams, this approach can work. For the broader enterprise market, it becomes difficult to sustain.

Figure 1: Build-It-Yourself Agentic AI

Figure 1: Build-It-Yourself Agentic AI
Build-your-own agentic stacks are difficult to govern and sustain at scale. Source: Moor Insights & Strategy

Cloud-Native Orchestration Platforms

Cloud providers offer managed orchestration platforms that abstract much of the integration burden and accelerate deployment. These platforms work well when data is already in the cloud, ready for AI use, and governed within the provider’s security model.

However, enterprises with on-premises data estates, hybrid environments, or strict data residency requirements find that this approach creates significant friction. This is especially true in regulated industries, where data movement is often the hardest part of the problem to solve.

There are also longer-term considerations around vendor lock-in. When orchestration, data, models, and infrastructure converge under one vendor, switching becomes painful, and costs become real.

Standalone AI Data Infrastructure

A third approach has emerged around purpose-built AI infrastructure — vector databases, embedding services, and specialized agent memory systems layered between operational data and agent frameworks.

But purpose-built rarely means purpose-governed. A vector database optimized for fast similarity search was not designed with enterprise access controls, transaction guarantees, or compliance audit trails as primary design objectives. What can accelerate early deployments can also become too complex in the real world.

All of these approaches are moving the industry forward, but they share a common limitation. They treat the data layer as something to integrate with, rather than the foundation to build upon.

That distinction is at the core of Oracle’s approach.

Oracle’s Architectural Response: Anchor Agents in the Database

Oracle’s approach to the enterprise agentic challenge reflects a clear and differentiated architectural philosophy. While most enterprise agentic AI frameworks are built as orchestration layers that call external databases and services, Oracle has inverted the model by architecting AI capabilities into the database and letting agents execute close to the data they depend on. This can be viewed as a control plane for agentic AI — or an AI operating system that manages critical components right next to the data.

The logic builds on Oracle’s existing strengths. Its converged database supports relational, vector, graph, JSON, spatial, and columnar data in a single unified engine. It also includes the security, consistency, transaction guarantees, and operational reliability required for mission-critical enterprise workloads. The Oracle AI Database 26ai release extends this foundation by enabling agent memory, as well as agent creation and execution, within the same system.

For regulated industries —or any organization that values data privacy — this matters. Architectures that require data to leave well-governed environments introduce compliance risk that may be unacceptable. Oracle’s model keeps data where it belongs and brings AI to it.

From an MI&S perspective, this represents a meaningful differentiation. While Oracle’s model doesn’t totally eliminate complexity, it greatly simplifies AI implementation by locating the architecture in a layer that enterprises already know how to manage. Prioritizing governance and consistency over architectural flexibility, which can become unwieldy, aligns well with the needs of many larger enterprise IT organizations.

What follows is a closer look at five capabilities Oracle has introduced to support its agentic AI approach. Taken together, they reinforce a clear point of view: AI should be built where the data already lives, not stitched together across fragmented systems.

Private Agent Factory: Agentic AI Built for Business

Oracle AI Database Private Agent Factory is a no-code platform that enables business analysts and domain experts to build, test, deploy, and manage data-centric AI agents and multi-agent workflows. It runs as a container that’s deployable on-premises, in a private cloud, or in any public cloud within the customer’s own tenancy. This keeps enterprise data within the customer’s security perimeter throughout the agent lifecycle.

Three pre-built agents are available out of the box: a Database Knowledge Agent for RAG-based information retrieval, a Structured Data Analysis Agent for schema-aware semantic querying, and a Deep Research Agent for multi-step complex analysis. These cover the most common enterprise agentic use cases and enable rapid deployment without custom development. For organizations that need to go further, the Agent Builder enables code-free custom agent design, combining LLM components, data connectors, APIs, and specialized sub-agents into hierarchical, multi-agent systems.

Private Agent Factory’s most consequential design decision is not its no-code interface, but its deployment model. Running as a container in the customer’s own environment eliminates the architectural pattern that most enterprise security teams find hardest to accept: enterprise data leaving the governed perimeter to reach external AI services.

Equally important is the platform’s commitment to determinism. Agents deployed in production maintain validated, predictable behavior with controls designed to reduce drift from model updates.

Current enterprise agent development approaches require significant developer effort, including assembling LLM APIs, vector stores, orchestration frameworks, embedding models, and custom tool integrations into a pipeline. As noted earlier, the result is architecturally fragile — difficult to validate, hard to govern, and prone to behavioral drift in production.

From an MI&S standpoint, Private Agent Factory is well aligned with the needs of this segment of the market and is well suited for building agents that interact with a wide range of enterprise data.

Autonomous AI Vector Database: The Right Entry Point

Oracle’s Autonomous AI Vector Database is aimed squarely at developers and data scientists building semantic search, RAG, and agentic applications. On the surface, it checks the expected boxes: support for Python, REST, and SQL, a clean development experience, and a straightforward path from early experimentation into production. As requirements scale, it expands into the full Autonomous AI Database with a single click, without requiring data migration or re-architecture.

And this last point is quite compelling, and a significant distinction. Standalone vector databases work well in early stages. They’re easy to deploy and test, and they help teams move quickly. However, they also introduce a second system into the architecture, which is where things often start to break down. Making this setup work requires synchronization pipelines to keep vector data aligned with source systems, separate security and governance models, and increasingly complex cross-database queries. While manageable in pilots, this model becomes more difficult to maintain in production.

Oracle’s model avoids that divergence from the start. Vector data and business data operate within the same governed system, simplifying retrieval, maintaining consistent security policies, and ensuring that auditability isn’t an afterthought.

Unified Agent Memory Core: Making Agents Stateful

Agents without memory aren’t agents — they’re tools. Every interaction starts from scratch, with no persistent context or accumulated learning. While stateless agents can answer questions, they can’t manage complex, multi-step workflows that unfold over time.

Oracle Unified Agent Memory Core provides a persistent, governed memory layer for enterprise AI agents, built natively on Oracle AI Database. It organizes memory across three functional layers that map to how agents use context:

  • Short-term working memory captures ongoing conversation snapshots and context cards, stored as vectors for semantic retrieval.
  • Long-term experiential memory preserves generalizations from previous interactions, learned preferences, and procedural instructions, stored as JSON for structured access.
  • Long-term factual memory maintains knowledge graphs and structured business records, queryable through relational and hybrid semantic retrieval.

Current enterprise agent memory solutions are fragmented — separate vector stores, graph databases, and document stores, each with its own security model and consistency guarantees. None of these are auditable as a unified system.

In what may seem like a recurring theme, Oracle’s approach co-locates agent memory with enterprise data in the same converged database, enabling low-latency reasoning across vector, JSON, graph, relational, text, spatial, and columnar data. Access controls, transaction guarantees, and retention policies that govern business data also govern agent state. This eliminates the need for external AI caches and multiple trips to isolated data sources, accelerating agents’ ability to execute their intended functions.

MI&S sees the Unified Agent Memory Core architecture as addressing one of those critical yet often overlooked infrastructure topics. Organizations that get it wrong could spend years retrofitting agent memory onto stacks that were not designed for it.

Deep Data Security: Protecting Against the New Threat Surface

AI agents introduce a security problem that application-layer access controls were never designed to solve. Agents can autonomously generate arbitrary SQL queries, potentially accessing any data that the underlying service account can reach. These “digital workers” can be manipulated through prompt injection to expose sensitive records. They can also bypass application-layer security checks that were designed to constrain human interaction patterns.

Consider how most enterprise agent deployments are configured. Agents connect to databases through highly privileged service accounts — broad credentials granted to the infrastructure, with user-level access enforcement left to the application layer. This model was already imperfect for human-facing applications. At agent scale, where hundreds or thousands of autonomous sessions may be running simultaneously, it breaks down entirely. An organization simply can’t trust every application in the chain to enforce the right policy, every time, for every agent interaction. The math doesn’t work, and the risk quickly moves from theoretical to real.

Oracle Deep Data Security addresses this by making the database the control plane. Row-, column-, and even cell-level access rules are defined in SQL and enforced at runtime. An agent can generate any query, but the database enforces what that user is allowed to see.

The real-world impact is significant. Prompt injection attacks fail at the database, not the application. RAG workflows over vector embeddings are subject to the same access governance as direct SQL queries. Audit trails are generated automatically, and access rules can be updated centrally without touching application code.

For CxOs and IT leaders, this level of access control should be a baseline requirement.

Vectors on Ice: Eliminating the Data Lake Divide

A significant portion of enterprise data doesn’t live in operational databases. In many cases, some of the most valuable enterprise data lives in data lakes. Apache Iceberg has emerged as a dominant open table format in this space, adopted broadly across enterprise data platforms.

The challenge is that most AI vector search today operates on data extracted from those lakes and loaded into a separate vector store. This creates synchronization lag, pipeline maintenance overhead, and a governance divide between lake data and database data.

Oracle Vectors on Ice closes that gap. Oracle AI Database generates vector embeddings from Iceberg-resident data in place, runs high-performance similarity search directly against Iceberg tables without data movement, and creates HNSW (hierarchical navigable small world) vector indexes that are automatically updated as the underlying data changes.

The result is straightforward: Data lake data becomes a first-class participant in agentic AI workflows without a separate extraction pipeline. Combined with Oracle AI Vector Search, an agent can reason across structured database content and data lake content through a single query, under consistent security policies, without the developer managing the boundary between the two systems.

Vectors on Ice is easy to underestimate on a feature list. However, it removes a barrier that is rarely explicitly named: the gap between where enterprise data lives and where AI can actually search it. For organizations with mature data lake investments, that gap — which has been a real constraint — is now closed.

Figure 2: Enterprise Agentic AI, Powered by Oracle

Figure 2: Enterprise Agentic AI, Powered by Oracle
Agents are anchored in the Oracle AI Database. Source: Moor Insights & Strategy

Five Considerations Before Starting the Agentic Journey

For most IT leaders, the first challenge in adopting agentic AI is not technology selection. It is an architectural governance problem — one that must be addressed before the technology selection can be made responsibly. The five Oracle capabilities examined above point to a set of considerations that every CIO, CDO, or CAIO should be working through right now, regardless of which platform they ultimately choose.

Start with the Data Question, not the AI Question

Don’t begin by selecting an LLM or orchestration framework. Start with where enterprise data actually lives and what it takes to give agents reliable, governed access to it. That answer constrains everything else.

Most enterprise data estates are deeply heterogeneous, spanning transactional databases, document databases, warehouses, lakes, object stores, vector stores, streaming platforms, and decades of business logic baked into ERP and CRM systems. Agents typically access only a subset of this data, which can lead to limited or unreliable outputs. Evaluate platforms based on how they handle the data architecture you actually have — not the cleanroom architecture you don’t.

Know Your Governance Constraints Before You Pick a Platform

Every enterprise has a governance profile — non-negotiable constraints on data residency, access controls, compliance requirements, and security posture. In many cases, these constraints are set by regulators, not IT leadership.

Many of today’s most developer-friendly, fastest-to-deploy agentic AI platforms require data to leave the governed perimeter or rely on third-party AI APIs for core functions. For organizations where data privacy is critical, these platforms are non-starters.

Don’t assume governance constraints will relax over time. For most regulated industries, they are becoming more restrictive, not less.

Ask Hard Questions About What Happens When Agents Fail

Production agentic AI systems will fail. It’s not a question of if, but when. There are three failure modes that CxOs and IT leaders should specifically evaluate:

  • Security failure: An agent accesses data it shouldn’t through prompt injection or misconfigured permissions.
  • Correctness failure: An agent generates an incorrect output that is acted upon before anyone notices.
  • Behavioral drift: An agent’s behavior changes after a model update without any obvious trigger.

Governance-by-design architectures that enforce access controls at the data layer, ensure deterministic workflows, and automatically generate audit trails are better positioned to contain, detect, and recover from all three of these failures.

Think About Total Cost of Ownership, not Time to First Demo

The agentic AI evaluation process in most organizations is still heavily influenced by demo quality and time to first working prototype. While these are legitimate signals, they are poor proxies for what matters in production: total cost of ownership across the full agent lifecycle.

The most commonly underestimated lifecycle costs include:

  • The ongoing cost of synchronization pipelines between data sources and AI infrastructure
  • The engineering cost of maintaining security policies across multiple components with different access control models
  • The operational cost of monitoring and debugging failures in complex multi-component stacks
  • The compliance cost of auditing agent behavior across fragmented audit trails

These costs do not appear in a proof-of-concept evaluation. They appear 18 months after deployment, when the organization is trying to scale what worked in a pilot and discovering that the architecture was not designed for that scale.

Decide What You Own Versus What You Trust

A final consideration is the distinction between infrastructure you own and infrastructure you trust. Cloud-managed services, third-party AI APIs, and vendor-hosted orchestration platforms all involve some degree of trust delegation. In these cases, some combination of your data, your business logic, or your agent workflows run on infrastructure that you don’t control.

The question is whether enterprise vendor risk management frameworks have been updated to account for the specific risks of agentic AI, including agents that can access sensitive data on behalf of users, generate queries that expose personally identifiable information (PII), or execute actions with real business consequences.

For many organizations, the right answer is a tiered approach. Cloud-managed infrastructure is used for lower-sensitivity workloads where trust delegation is acceptable, while on-premises or a private cloud deployment is used for workloads that handle sensitive data or operate in regulated environments. The key is to make these decisions deliberately, based on a clear understanding of the trade-offs involved in trust delegation — not by default because a particular platform was easy to start with.

Call To Action

The infrastructure decisions enterprises make in 2026 will shape their AI capabilities for the next five to seven years. This isn’t hyperbole — it’s a pattern seen in every prior infrastructure cycle, from cloud migration to data warehouse consolidation to hybrid networking. Organizations that moved early and deliberately built structural advantages that compounded over time. Those that optimized for speed and deferred the hard architectural decisions spent years trying to retrofit governance onto systems that weren’t built to support it.

Agentic AI is following a similar trajectory. The enterprise market is currently in a phase where pilot velocity is rewarded and architectural rigor is optional. That phase doesn’t last. The moment these systems move into production at scale, the shortcuts taken during pilots become visible — and expensive.

In the agentic AI world, Oracle AI Database functions as the control point for what comes after the pilot. Its in-database execution architecture keeps agents close to the data, eliminating the movement, latency, and exposure that come with external orchestration frameworks. It does this while delivering the governance, security, and scale that production enterprise environments demand.

For enterprises where data gravity, compliance, and scale aren’t negotiable, that’s not a minor distinction; it’s the deciding factor. Given this, Oracle deserves serious evaluation.

More broadly, MI&S recommends that enterprise AI and IT leaders take four concrete steps:

  1. Complete a data topology audit before selecting agent infrastructure.
  2. Establish governance criteria for agent deployment as a precondition, not an afterthought.
  3. Evaluate architectures that align those constraints.
  4. Treat agentic AI as a foundational capability with enterprise reach, not a collection of experiments.

Put simply, build agentic AI where the data gravity is — where the data resides. Otherwise, trying to maintain consistency between your AI dataset and business data estate will add enormous cost and complexity.

The agents are coming. The question is whether your foundation will hold.

For more information on Oracle AI Database agentic AI capabilities, visit Oracle.