Cloud Wars Live with Bob Evans

In this episode of Cloud Wars Live, Bob Evans speaks with Steve Miranda, Executive Vice President of Applications Development at Oracle, about the company’s latest leap into AI-driven enterprise software. Miranda outlines Oracle’s introduction of “agentic applications,” a new category that blends AI agents, automation, and business workflows into outcome-driven systems. He explains how Oracle’s strategy has evolved from embedding AI into apps to building thousands of agents — and now to delivering fully agentic apps that transform how users interact with enterprise software. The conversation highlights both the opportunity and confusion customers face in this rapidly shifting AI landscape.

Rise of Agentic AI

The Big Themes:

From Features to Outcomes: A major shift is the move from feature-based software to outcome-driven systems. Instead of executing predefined tasks, AI agents are now given business goals, such as optimizing supply chains or improving financial performance, and they generate multiple strategies to achieve them. Users then act as decision-makers, selecting preferred options. This represents a profound change in human-computer interaction, where software becomes a collaborative partner.

Explosive Growth of AI Agents: Oracle’s rapid expansion from around 50–100 agents to over 1,000 demonstrates the accelerating pace of AI adoption. This growth reflects both customer demand and the scalability of AI-driven architectures. The agents are not limited to simple automation but are capable of reasoning, analyzing enterprise-wide data, and making recommendations. This scale also lays the foundation for agentic applications.

Future of SaaS Reimagined: Miranda makes it clear that SaaS is undergoing a fundamental transformation. Traditional applications will coexist with agentic systems for now, but the long-term trajectory points toward AI-driven interfaces becoming dominant. Oracle plans to expand agentic capabilities across its entire application suite, from finance to supply chain to HR. As AI-to-AI interactions and data integration improve, these systems will become even more powerful.

The Big Quote: “These are agents where you're giving the agent a business outcome and a goal, and the agents [are] recommending to you optimizations or how you get there. And then you, as a user or human in the middle of this process, actually instruct those agents on which of the plans to execute, and it goes ahead and automates and executes those transactions. So it's a fundamentally different way of presenting the applications."

More from Steve Miranda:

Connect with Steve on LinkedIn or learn more about AI agents for Fusion Applications.

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In today’s Cloud Wars Minute, I explore how Oracle is redefining enterprise software by fusing AI agents directly into applications.

Highlights

00:03 — Again, busy days here in the early part of 2026. I had a great video interview with Oracle Executive Vice President Steve Miranda. He's been in charge of applications development at Oracle for more than 20 years, and Steve made a few key points about these new agenetic applications.

00:56 — And his main point was, you take all the existing value that applications have had about governing processes being established, customers are comfortable with them, and then you enhance those with new agentic AI capabilities to allow those now, instead of just applications, these AI agentic applications, to do more than they had been able to do before.

01:59 — And at the same time, I think one of the big points here that Miranda said with these now is that business people are going to be able to spend less time managing their processes and more time devoting their efforts and energy and their technology to being drivers of business outcomes that they want: more growth, more innovation, better experiences for customers.

02:49 — This whole confusion, and in some ways this just crazy time we’ve been through, you know, where SaaS business applications are going to go away — I guess, you know, almost two and a half years ago, when Satya Nadella made this point — such an intelligent person.

04:07 — I think what Oracle is doing here, and especially in the words of Steve Miranda, is going to bring a lot of calm and assurance to people that it is not an either/or game: agents or business applications. Now it’s both.

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In today's Cloud Wars Minute, I explore how Oracle is using AI to unify and transform the fragmented healthcare ecosystem.

Highlights

00:03 — Early in 2026, we're seeing big strides made across all industries with AI, but in particular, there's enormous promise for AI in healthcare. So, I had a chance recently to speak with Oracle Executive Vice President Seema Verma. She's in charge of healthcare and health and life sciences.

01:06 —And one of the things that Seema talked about here is that, for too long, every part of the healthcare industry has been caught up in these point solutions, which worked well for their very narrow slice. But in these days, that's just too much manual effort, too much time required, too much movement attempting to stitch together different data models.

01:33 — And especially now with AI coming, the data has to be centralized. It's got to be in one place, clean, secure, and ready to go. So in this video interview, Seema talks about some of the advances Oracle's making. She said, “We're addressing the big pain points.”

02:06 — She talked a lot about identity, authentication, the ability for doctors and offices to be able to listen and look directly at the patient instead of typing on the keyboard while the AI is recording and transcribing it and bringing up other relevant information.

04:05 — So I do love this big, sprawling effort here, the end-to-end initiative. I think more and more we're going to be seeing that the big application, slash agents, slash data, slash AI, companies like Oracle are going to go after this more on a big, comprehensive basis. 

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In this episode of Cloud Wars Live, Bob Evans speaks with Seema Verma, Executive Vice President and General Manager of Oracle Health and Life Sciences, about how AI is reshaping the healthcare industry. Drawing on her experience leading the Centers for Medicare and Medicaid Services, Verma explains how Oracle is tackling one of the world’s most complex sectors with an end-to-end, AI-driven approach. The conversation explores how automation, modern electronic health records, and intelligent agents can reduce administrative costs, improve patient care, and unify fragmented healthcare systems into a more efficient and responsive ecosystem.

Oracle Healthcare Vision

The Big Themes:

AI as Healthcare Backbone: Oracle is not approaching healthcare transformation as a collection of isolated tools but as a unified, AI-driven ecosystem. Unlike past efforts that layered technology onto outdated systems, Oracle is rebuilding infrastructure from the ground up with AI at its core. This allows automation to flow across the entire system rather than remaining siloed. The result is a more cohesive healthcare environment where decisions, processes, and outcomes are interconnected, enabling true industry-wide transformation rather than incremental improvements.

Clinical AI Agents in Action: One of the most compelling innovations discussed is Oracle’s clinical AI agent, which listens to doctor-patient interactions and automatically generates notes, recommendations, and workflows. This technology goes beyond documentation — it initiates next steps such as prescribing medications, ordering tests, and suggesting billing codes. Physicians benefit from reduced administrative workload, allowing them to focus on patient interaction.

Clinical Trials Transformation: Clinical trials are another area ripe for disruption, with only 1–2% of eligible patients participating due to outdated recruitment methods. Oracle is addressing this by matching patients to trials using real-time health data. Instead of manual processes like bulletin board sign-ups, AI can identify eligible participants and notify both clinicians and patients.

The Big Quote: “Fifty percent, sixty percent of the costs are labor-oriented. And if we look at the growth in healthcare, that's not changing, we see high prices in drugs, one of the fastest-growing areas. And so here's where AI has an incredible opportunity here to really transform the industry and get rid of a lot of that repetitive, manual work and increase efficiency."

More from Seema Verma:

Connect with Seema on LinkedIn or learn more about Oracle, health, and AI.

Visit Cloud Wars for more.

Key Takeaways

Wellness-focused consumers are flooded with health data from wearable health tech and portals but lack the time and expertise to interpret what it actually means.

To combat this, Copilot Health securely unifies data from hospitals, labs, and wearables to detect early health patterns and guide wellness decisions, making advanced medical insight accessible to everyone.

Because hallucinations are dangerous in healthcare, Microsoft mitigated risk by embedding physician oversight into Copilot Health’s training and governance. Specifically, Microsoft's multi-agent orchestration layer of Copilot Health scored 85% when diagnosing 304 complex medical cases, four times better than experienced physicians did.

At a broader level, AI-driven health systems promise enterprise cost savings and productivity gains while signaling a shift toward more human-like agents, making it paramount that innovation is matched with equally strong security.

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