$Oracle(ORCL)$ Oracle seems to

$Oracle(ORCL)$ Oracle seems to be rolling out new AI agent applications at a rapid pace, every few days. The potential for AI to handle routine supply chain tasks is significant, representing major efficiency gains for businesses.

The setup looks solid: the enterprise data is already in Oracle's systems, the software is already running on their platform, and now they're applying these AI agents to help users improve operations. That seems like a good position for both Oracle and its enterprise customers.

Some call it customer concentration risk because the underlying tech involves OpenAI, but these agents are essentially leveraging the same ChatGPT backend. The end user is still Oracle's customer, so that concentration risk doesn't appear too concerning from my perspective.

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