SiliconANGLE: Oracle Bets on 'Convergence vs. Composability' — Argues AI Bottleneck Is Data Grounding, Not Models, Targeting $1.2T Agentic Market

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SiliconANGLE's deep analysis of Oracle AI Database 26ai frames it as a philosophical bet on convergence over composability — putting transactional data, embeddings, graph relationships, spatial data, and security controls in a single architecture rather than the loosely-coupled modular approach. Oracle argues 'the bottleneck in enterprise AI isn't the model' but grounding AI in real, governed enterprise data at scale, positioning the database as the 'operating system for enterprise intelligence' in what Futurum Group sizes as a $1.2 trillion market opportunity.