{
  "id": 17080609,
  "title": "Oracle wants to bill you for every AI task, not just every seat",
  "url": "https://urgent.news/2026/10/29/oracle-wants-to-bill-you-for-every-ai-task-not-just-every-seat",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-29T15:30:00.000Z",
  "source": {
    "name": "The Register Science",
    "slug": "the-register-science",
    "url": "https://www.theregister.com/applications/2026/10/29/oracle-wants-to-bill-you-for-every-ai-task-not-just-every-seat/5306403"
  },
  "original_language": "en",
  "account": "Oracle plans to increase its revenue by charging customers for each AI task completed in its enterprise software applications, in addition to its existing subscription model. Chris Leone, Oracle's executive vice president of application development, stated that the more AI processing takes place within Oracle's systems, the higher their revenue will be, as customers consume AI units with each completed task. This approach eliminates the need for additional seats to generate more revenue.\n\nEarlier this month, Oracle unveiled its Fusion Claw runtime, a tool designed to manage AI agents that automate business processes within Fusion applications running on Oracle Cloud Infrastructure (OCI). Fusion Claw targets ERP, finance, and supply chain management in OCI-based applications. Customers will be billed for the additional work performed within Oracle applications, and Leone mentioned that Fusion Claw will also automate tasks outside of Fusion.\n\nOracle's push to incorporate AI into its offerings is aimed at reassuring investors amidst its heavy datacenter spending and reliance on debt. In fiscal year 2026, Oracle invested $55.7 billion in datacenters and cloud infrastructure, with further investments of $90 billion to $95 billion planned for fiscal 2027. To finance these expenses, Oracle intends to raise around $40 billion in debt and equity in fiscal 2027, in addition to $18 billion raised in September 2025. Oracle anticipates $225 billion in revenue for fiscal 2030, representing a 35 percent compound annual growth rate from 2026, and expects positive cash flow by the second half of fiscal 2028.",
  "summary": "Big Red says AI units will add to subscriptions, as it juggles $90BN-plus capex, mounting debt and a $225BN revenue goal for 2030",
  "key_points": [
    "Oracle to charge customers per AI task in addition to subscription fees",
    "Fusion Claw tool manages AI agents for business process automation",
    "Oracle investing heavily in datacenters and cloud infrastructure"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}