Cloud Wars Live with Bob Evans

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.

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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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In today’s Cloud Wars Minute, I examine how AI and data access are accelerating unprecedented cooperation among cloud leaders.

Highlights

00:03 — It's been two and a half years now since that momentous interview featuring Satya Nadella and Larry Ellison talking about their partnership to do multi-cloud between Oracle and Microsoft. And in some ways, I regard this as the multi-cloud miracle, because we've accepted it.

01:10 — It's opening up more ways in which competing tech vendors are going to work together to drive better benefits, better outcomes for customers. So, I had a very interesting interview with Nathan Thomas, Senior Vice President for Product Marketing at Oracle Cloud Infrastructure, where he heads up the multi-cloud effort. And I wanted to talk to him about the benefits.

02:24 — I want to also go back quickly and touch on what Nadella and Ellison talked about two and a half years ago. One of Ellison's first points, he said, this just makes it easier for customers, and they get the benefits of both Microsoft's top technology and Oracle's top technology optimized to work together.

03:36 — At the time, he said, OpenAI, take it to where the data is. So two and a half years ago, Nadella was very keen on this subject of how this multi-cloud partnership between Oracle and Microsoft would benefit the early days of the AI movement.

04:44 — And when you put it in terms of business outcomes, then these competitive things that are behind the scenes matter less and less. So this is an interesting time. I hope we'll see more of this.

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In this episode of Cloud Wars Live, Bob Evans speaks with Nathan Thomas, Senior Vice President of Product Management for Oracle Cloud Infrastructure, about the explosive growth and transformative potential of Oracle’s multi-cloud database strategy. Thomas explains how Oracle is enabling customers to run mission-critical databases across AWS, Microsoft Azure, and Google Cloud while unlocking new AI-driven innovation. Their discussion dives into how multi-cloud is reshaping enterprise mindsets, accelerating cloud migrations, and helping organizations fully leverage their data for next-generation applications and agentic AI.

Multi-Cloud Momentum

The Big Themes:

Multi-Cloud Demand Explodes: Oracle’s multi-cloud database is seeing massive demand, driven by customers wanting to run Oracle workloads in the same cloud environments as their applications. This shift eliminates friction between systems. The surge is amplified by AI, as organizations look to connect their data with services like Gemini, Bedrock, and Copilot. The reported 500%+ growth reflects not just technical appeal but a fundamental change in how enterprises think about infrastructure.

AI Is the Growth Catalyst: Artificial intelligence is accelerating multi-cloud adoption at an unprecedented pace. Customers want their data co-located with AI tools and pipelines, enabling faster insights and innovation. Instead of moving data across environments with latency constraints, multi-cloud lets organizations bring AI to their data. This creates a powerful feedback loop where better access drives more experimentation and faster results.

New Builders, New Energy: The adoption of multi-cloud is bringing in a new generation of developers and AI-focused professionals. These users are actively engaging with enterprise data to build innovative applications and AI-driven solutions. This marks a shift from traditional, tightly controlled database environments to more dynamic, accessible platforms. Organizations are no longer treating their data as static assets, they’re using it as a foundation for continuous innovation and competitive advantage.

The Big Quote: “We hear from customers a lot that they struggle with what I would call the tyranny of choice. There's just way too many options, way too complicated."

More from Nathan Thomas and Oracle:

Connect with Nathan on LinkedIn or learn more about Oracle and multi-cloud.

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