Who leads AI at Oracle?

AI at Oracle is led by Jae Evans (Global Chief Information Officer and EVP, OCI Platform Services); Richard Lam (Group Vice President, Oracle Applications Lab). Ownership of AI on the org chart: Global CIO and EVP Jae Evans for employee AI tools; no chief AI officer on the executive list.

What AI platform does Oracle use?

Oracle bought its employee AI tools, ChatGPT Enterprise (now ChatGPT Work) and Codex from OpenAI, launched in Apr and May 2026, and built its own identity and access layer on OCI to connect them to internal systems.

Which AI models does Oracle use?

OpenAI models run in ChatGPT and Codex, Oracle's code scanners call both OpenAI and Anthropic models, and Meta's Llama powers AI search summaries on the My Oracle Support portal (Apr 2025).

How many Oracle employees use AI?

Oracle had 130,000 active ChatGPT users and more than 95,000 active Codex users in Oct 2026, according to OpenAI, and Business Insider reported CIO Jae Evans telling a town hall that about 80% of staff used them within 3 months; Oracle has published no count itself.

What return has Oracle reported from AI?

Oracle has reported no business return it credits to AI with a figure in the last 18 months: its Jun 2026 Form 10-K says the adoption of AI across its operations has resulted in workforce reductions without saying how many of the roughly 21,000 fewer jobs AI accounts for, and its Mar 10, 2026 results release says AI code generation lets it build more software with fewer people, with no number. Oracle has also not officially reported how many employees use its AI tools: the figure of about 80% of staff using ChatGPT Enterprise and Codex within 3 months is Business Insider's account of an internal town hall where Global CIO Jae Evans spoke (Sep 2026), and the 130,000 active ChatGPT and 95,000+ active Codex users are OpenAI's counts from its Oct 2026 customer story. Oracle therefore sits at Experimenting, with recent AI tools and programs on the record. Oracle would move to Piloting by reporting a user count in its own filings, releases, earnings calls or an executive's on-record statement, with a named owner, or by crediting one use case with a dollar, headcount or output figure.

Verified Nov 5, 2026

Oracle

Experimenting

Software and cloud
~141,000 staff
ChatGPT and Codex since Apr 2026
No user count from Oracle
No AI return reported

Oracle deploys AI inside the company mainly through tools it bought from OpenAI: ChatGPT Enterprise and the Codex coding agent reached employees in Apr and May 2026, connected to internal systems through access controls Oracle built on its own cloud. OpenAI counted 130,000 active ChatGPT users at Oracle in Oct 2026; Oracle has published no count itself. Oracle says AI adoption contributed to cutting its workforce from about 162,000 to 141,000 in the year to May 2026, but has put no figure on AI's share.

oracle.com

Their approach to AI

The platform: Oracle bought its employee AI tools, ChatGPT Enterprise (now ChatGPT Work) and Codex from OpenAI, launched in Apr and May 2026, and built its own identity and access layer on OCI to connect them to internal systems.
The models: OpenAI models run in ChatGPT and Codex, Oracle's code scanners call both OpenAI and Anthropic models, and Meta's Llama powers AI search summaries on the My Oracle Support portal (Apr 2025).
The reach: Oracle had 130,000 active ChatGPT users and more than 95,000 active Codex users in Oct 2026, according to OpenAI, and Business Insider reported CIO Jae Evans telling a town hall that about 80% of staff used them within 3 months; Oracle has published no count itself.
The catch: Oracle credits AI adoption with part of a workforce cut from about 162,000 to 141,000 in fiscal 2026 and with smaller product teams, but has published no dollar, headcount or output figure it credits to AI.

Snapshot

Employees: ~141,000; May 31, 2026: about 49,000 in the U.S. and 92,000 abroad (Form 10-K)
R&D spend: $10.3B (fiscal 2026); 15% of revenue, down from 17%; 43,000 R&D staff, down from 50,000
AI/ML headcount: Not disclosed; Oracle reports research and development staff only
Who owns AI: Jae Evans, Global CIO; Her IT team rolled out ChatGPT Enterprise and Codex in Apr and May 2026
Platform: ChatGPT Work and Codex; Bought from OpenAI, connected through an access layer Oracle built on OCI
Models: OpenAI, Anthropic, Llama; Anthropic in code scanners; Llama in My Oracle Support search
Reach: 130,000 active ChatGPT usersest.; OpenAI's count, Oct 2026, with 95,000+ Codex users; Oracle has reported none
Use cases: Coding, IT, HR, support, security; Plus a fleet of internal agents Oracle has not described (Mar 2026)

Key findings

Oracle launched ChatGPT Enterprise and OpenAI's Codex to employees in Apr and May 2026, and Global CIO Jae Evans said about 80% of staff were using them within 3 months, according to Business Insider's report of an internal town hall (Sep 2026).
OpenAI reported on Oct 8, 2026 that Oracle has 130,000 active ChatGPT users and more than 95,000 active Codex users, out of about 141,000 employees at May 31, 2026.
Oracle's Jun 2026 Form 10-K says the adoption and deployment of AI across its operations has resulted in reductions to its workforce, which fell from about 162,000 to 141,000 in fiscal 2026, but Oracle has not said how many of those jobs AI accounts for.
Oracle said on Mar 10, 2026 that AI code generation had become efficient enough to restructure product development into smaller groups, and research and development staff fell from about 50,000 to 43,000 in fiscal 2026.
Clay Magouyrk said in Sep 2026 that faster AI coding has not made Oracle's product delivery much faster, and Jae Evans said testing, validation and release processes are being reworked to keep up.

Where Oracle sits

Stage: Experimenting
Oracle has reported no business return it credits to AI with a figure in the last 18 months: its Jun 2026 Form 10-K says the adoption of AI across its operations has resulted in workforce reductions without saying how many of the roughly 21,000 fewer jobs AI accounts for, and its Mar 10, 2026 results release says AI code generation lets it build more software with fewer people, with no number. Oracle has also not officially reported how many employees use its AI tools: the figure of about 80% of staff using ChatGPT Enterprise and Codex within 3 months is Business Insider's account of an internal town hall where Global CIO Jae Evans spoke (Sep 2026), and the 130,000 active ChatGPT and 95,000+ active Codex users are OpenAI's counts from its Oct 2026 customer story. Oracle therefore sits at Experimenting, with recent AI tools and programs on the record. Oracle would move to Piloting by reporting a user count in its own filings, releases, earnings calls or an executive's on-record statement, with a named owner, or by crediting one use case with a dollar, headcount or output figure.
How the stages are defined
Ownership: Global CIO and EVP Jae Evans for employee AI tools; no chief AI officer on the executive list
Platform: Hybrid: ChatGPT Enterprise and Codex bought from OpenAI; access controls built on OCI
Models: OpenAI in ChatGPT and Codex; OpenAI and Anthropic in code scanners; Llama in support search
Hosting: OpenAI-hosted ChatGPT and Codex; Oracle's agents and code scanners run on OCI, including OCI Kubernetes Engine
Reach: 130,000 active ChatGPT users by OpenAI's count (Oct 2026); none from Oracle

How they deploy

Buy the assistant, build the controls

Oracle did not build an internal AI portal of its own for employees: it rolled out OpenAI's ChatGPT Enterprise and Codex in Apr and May 2026, after Jae Evans's IT team set corporate standards, security controls and internal policies (Business Insider via The Next Web, Sep 2026). Oracle then built Model Context Protocol security into OCI Identity and Access Management so ChatGPT could reach internal documents and conversations under each employee's own permissions (Oracle blog, Oct 2026).

Late start inside its own walls

Clay Magouyrk told an internal town hall that Oracle had not figured out how to make AI useful for itself a year earlier, when AI had reached customer support but not developers, finance or sales (Business Insider via The Next Web, Sep 2026). Oracle had spent the previous 2 years building AI infrastructure for other companies, including OpenAI.

Smaller engineering teams

Oracle said in its Mar 10, 2026 results release that AI models for generating code had become efficient enough that it was restructuring product development teams into smaller, more agile groups that build more software in less time with fewer people. Mike Sicilia told the same day's call that AI coding tools would be a threat if Oracle were not adopting them, and that small teams had just built 3 new CX applications and a website generator used to launch the new oracle.com.

Cost-aware model choice

Jae Evans said the AI bills surprised Oracle because the tools were so easy to start using, so Oracle now shows employees which model they use and what it costs and steers routine work to cheaper models; the most advanced model costs about 2 and a half times as much (Business Insider via The Next Web, Sep 2026).

Deployment model: Oracle runs employee AI centrally through Global IT under Jae Evans, whose team serves about 160,000 employees by Oracle's own count and which rolled out ChatGPT Enterprise and Codex with company-wide standards in Apr and May 2026. Business teams then build their own tools on top: Talent Acquisition built a market intelligence tool on ChatGPT Work, and Oracle Applications Lab, which helps run Oracle's core business processes, built an ontology of company objects so Codex can answer business questions with SQL (OpenAI, Oct 2026). Product engineering uses AI code generation inside smaller development teams (Mar 2026), and OCI's identity team built the controls that govern agents in production (Oct 2026).
Model providers: Oracle's employee tools run on OpenAI models through ChatGPT Enterprise, renamed ChatGPT Work in OpenAI's Oct 2026 materials, and Codex; Business Insider's account of Oracle's cost controls names OpenAI's GPT-6 Astra and the cheaper GPT-5.6 Terra (Sep 2026). Oracle's autonomous code scanners call frontier models from both OpenAI and Anthropic (Oracle blog, Oct 2026), and Oracle tested Anthropic's Claude Mythos Preview on its own code, according to Evans. The My Oracle Support portal added generative AI search summaries powered by Meta's Llama in Apr 2025.
Data and infrastructure: Oracle connects ChatGPT to internal content in Slack, Confluence, SharePoint and Outlook through an MCP layer secured in OCI Identity and Access Management, so each employee sees only what they are already allowed to see (Oracle blog, Oct 2026). Oracle's code-scanning agents run in containers on OCI Kubernetes Engine and reach OpenAI and Anthropic through workload identity federation, with no long-lived API keys. ChatGPT Enterprise and Codex are OpenAI-hosted services, and Oracle has not said which data centers serve its seats; OpenAI is also an OCI infrastructure customer under the Jul 2025 Stargate agreement.

Platforms and internal tools

ChatGPT Enterprise (ChatGPT Work)Apr to May 2026
ChatGPT Enterprise is the general AI assistant Oracle gives its employees, connected through an Oracle-built MCP layer to Slack, Confluence, SharePoint and Outlook so it can answer questions such as why a release slipped, under each employee's own permissions. Oracle teams also build tools on ChatGPT Work, such as Talent Acquisition's market intelligence tool.
Users
130,000 active users (Oct 2026)
Models
OpenAI
Source
CodexApr to May 2026
Codex is OpenAI's coding agent, used by Oracle developers to write and change code, by site reliability engineers to gather incident context and pull up playbooks, and by Oracle Applications Lab to turn plain-language business questions into SQL against an ontology of Oracle's own business objects. Production access covered by the Codex and operations-agent rollout moved to just-in-time grants, with human approval for sensitive actions.
Users
95,000+ active users (Oct 2026)
Models
OpenAI
Source
Autonomous code scanners
Oracle runs agents in containers on OCI Kubernetes Engine that use frontier models from OpenAI and Anthropic to find potential vulnerabilities in Oracle code, authenticating through workload identity federation instead of stored API keys. The scanners cannot merge fixes, deploy code or change infrastructure.
Models
OpenAI and Anthropic
Source
Oracle Help Desk
Oracle Help Desk is the Oracle product Oracle consolidated its own internal support onto, replacing dozens of systems, with AI triage and resolution agents and AI summaries of requests. More than 70 support groups with 2,000 agents handle 25,000 tickets a month on it, according to an undated Oracle customer story.
Users
2,000 support agents in 70+ groups
Source
My Oracle Support AIApr 2025; new portal Dec 2025
My Oracle Support, Oracle's customer support portal, added generative AI search summaries powered by Meta's Llama in Apr 2025 and relaunched in early Dec 2025 with AI-powered interactions; customers and support staff told The Register the new chatbot-driven portal lost ticket history, document links and automatic service request creation.
Models
Meta Llama
Source

Vendors and partners

OpenAIApr 2026
ChatGPT Enterprise (ChatGPT Work) and Codex for Oracle employees · OpenAI is also a major OCI infrastructure customer under the Jul 2025 Stargate agreement, and Oracle resells OpenAI's API, ChatGPT Work and Codex through Oracle Marketplace (Oct 2026).
Anthropic
Models in Oracle's autonomous code scanners; Claude Mythos Preview tested on Oracle code · Jae Evans said Mythos Preview found more potential vulnerabilities in Oracle's code in 2 weeks than Oracle had found in the previous year (Sep 2026).
Meta (Llama)Apr 2025
Model behind AI search summaries on My Oracle Support

Leadership

AI, data and platform leaders

Jae Evans

Global Chief Information Officer and EVP, OCI Platform Services

Jae Evans runs Oracle IT, which serves about 160,000 employees by Oracle's count, and OCI platform services such as billing, subscription and cost management. Evans's team set the standards and controls for Oracle's Apr and May 2026 rollout of ChatGPT Enterprise and Codex and reported the adoption and cost results to staff in Sep 2026.

Richard Lam

Group Vice President, Oracle Applications Lab

Richard Lam leads Oracle Applications Lab, which helps run Oracle's core business processes and built the ontology that lets Codex answer business questions with SQL. Lam told OpenAI in Oct 2026 that engineers must still own the design, security and maintainability of code Codex writes.

Executives

Larry Ellison

Chairman and Chief Technology Officer

Larry Ellison founded Oracle and is its chairman and chief technology officer. Ellison told the Mar 10, 2026 earnings call that AI coding tools let Oracle build agent-based software for whole industries such as healthcare and financial services.

Clay Magouyrk

Chief Executive Officer

Clay Magouyrk became one of Oracle's 2 CEOs on Sep 22, 2025 after leading Oracle Cloud Infrastructure; Magouyrk joined Oracle from Amazon Web Services in 2014 as a founding member of its cloud engineering team. Magouyrk told staff in Sep 2026 that faster AI coding does not make everything a thousand times faster, because testing and release now set the pace.

Mike Sicilia

Chief Executive Officer

Mike Sicilia became co-CEO on Sep 22, 2025 after running Oracle Industries, where Oracle says his teams used intent-based application generation in place of traditional coding. Sicilia told investors on Mar 10, 2026 that AI coding tools let smaller Oracle teams deliver more, and in late Aug 2026 compared AI-assisted engineering productivity to Star Wars.

Hilary Maxson

Chief Financial Officer

Hilary Maxson became CFO on Apr 6, 2026, reporting to Clay Magouyrk, after serving as group CFO of Schneider Electric. Maxson told a Sep 15, 2026 town hall that Oracle should be selective about where it spends money and staff time, and that she dislikes the phrase doing more with less.

AI org map

Central IT runs employee AI tools; product engineering adopts AI coding team by team

Oracle has no chief AI officer for its own operations. Jae Evans, Global CIO and an executive vice president on Oracle's executive leadership list, owns the employee rollout of ChatGPT Enterprise and Codex, while the 2 CEOs, Clay Magouyrk and Mike Sicilia, set the direction for AI coding in product development and speak for its results on earnings calls.

Oracle has not disclosed an AI or machine learning headcount for its internal work. Oracle had about 43,000 research and development employees at May 31, 2026, down from about 50,000 a year earlier, and employee AI tools are run by Jae Evans's Global IT organization, with Oracle Applications Lab building business tools on Codex and OCI's identity team building the controls for agents.

Reporting lines

Chief Executive Officers
Clay Magouyrk and Mike Sicilia
- Finance
  Hilary Maxson, CFO
  Reports to Clay Magouyrk (Apr 2026 announcement)
- Global IT and OCI Platform Services
  Jae Evans, Global CIO
  Runs employee AI tools; the reporting line is not published and is inferred from the executive leadership list
  - Oracle Applications Lab
    Richard Lam
    Inferred from an Oracle IT director's title in Oracle Applications Lab; not published
- Product development
  About 43,000 R&D staff (May 2026), restructured into smaller teams using AI code generation
Chairman and CTO
Larry Ellison
Board chairman; reporting relationship to the CEOs not published

Oracle publishes an executive leadership list but no organization chart. Oracle's site describes Jae Evans's team as serving about 160,000 employees, a figure older than the 141,000 headcount Oracle reported at May 31, 2026.

Where the AI workforce sits

Research and development
Share of Oracle's whole workforce, not of an AI workforce: about 43,000 of 141,000 employees at May 31, 2026. Oracle publishes no AI or machine learning headcount.
~30%
Services, sales, support and administration
About 98,000 employees in cloud and software, services, sales and marketing, hardware, and general and administrative roles (May 2026), the population reached by ChatGPT Enterprise.
~70%

Named people

Executive sponsors

Clay Magouyrk
Chief Executive Officer
Mike Sicilia
Chief Executive Officer
Larry Ellison
Chairman and Chief Technology Officer
Hilary Maxson
Chief Financial Officer

Global IT and employee AI

Jae Evans
Global Chief Information Officer and EVP
Barry Shilmover
Vice President and Technical Advisor to the CIO · Prototypes tools with Codex in place of written specs (OpenAI, Oct 2026)
Richard Lam
Group Vice President, Oracle Applications Lab

Business users

Jan Ackerman
Senior Vice President and Global Head of Talent Acquisition · Team built a talent market intelligence tool on ChatGPT Work

Use cases

Oracle uses AI internally for software development, incident response, business analytics, recruiting research, internal and customer support, and security scanning, plus a fleet of internal agents Mike Sicilia mentioned in Mar 2026 without describing. Oracle has published no return it credits to AI for any of these use cases: its figures are task timings, such as recruiting research cut from 2 to 4 days to 15 to 20 minutes, and user counts. For Oracle as a whole, the Jun 2026 Form 10-K says AI adoption has resulted in workforce reductions and the Mar 2026 results release says AI code generation lets Oracle build software with fewer people, but neither gives a figure.

Use case	Area	Status
AI code generation in smaller teams Oracle restructured product development teams into smaller groups because AI code generation lets it build more software in less time with fewer people (Mar 2026). Jae Evans said developers now produce in a week what a team used to need 2 to 3 quarters for, while Clay Magouyrk said delivery to customers has not sped up to match.	Product development	In production
Website generator for oracle.com A small Oracle team built a website generator with AI coding tools, and Oracle used it to build and launch the new oracle.com (Mike Sicilia, Mar 10, 2026).	Marketing	In production
Incident response with Codex Oracle site reliability engineers use Codex to gather context on an incident and pull up the right playbook; Richard Lam said a typical simple incident that took an hour can now be handled in minutes. Operations agents work under just-in-time access, with human approval for protected actions.	Production engineering	In production
Plain-language business analytics Oracle Applications Lab built an ontology of Oracle's business objects, relationships and rules so Codex can turn a business user's question into SQL, call the right internal systems and return an analysis, report or application.	Business operations	In production
Talent market intelligence tool Oracle Talent Acquisition built a tool on ChatGPT Work that takes a job description, researches comparable roles, benchmarks pay and assesses the talent pool by location, cutting recruiter preparation from 2 to 4 days to about 15 to 20 minutes (OpenAI, Oct 2026).	Human resources	In production
ChatGPT on internal documents Oracle employees use ChatGPT Enterprise to draft and analyze content and, through an Oracle-built MCP layer, to answer questions from Slack, Confluence, SharePoint and Outlook content they are allowed to see.	Firmwide	In production
Oracle Help Desk AI agents Oracle's internal help desk runs on Oracle Help Desk, whose AI triage and resolution agents and request summaries cut manual work for more than 70 support groups handling 25,000 tickets a month, according to an undated Oracle customer story.	Internal IT support	In production
My Oracle Support AI search and portal My Oracle Support gives customers Llama-powered AI search summaries (Apr 2025) and, since early Dec 2025, a relaunched portal with AI-powered interactions that customers criticized in its first weeks.	Customer support	In production
AI vulnerability scanning of Oracle code Oracle runs autonomous code scanners on OpenAI and Anthropic models, and Jae Evans said a test of Anthropic's Claude Mythos Preview found more potential vulnerabilities in 2 weeks than Oracle had found in the previous year, with a 60% to 70% false-positive rate that required a verification step.	Security	In production
Internal agent fleet Mike Sicilia said on Mar 10, 2026 that Oracle runs a fleet of AI agents internally, separate from the more than 1,000 agents it ships in its applications, without saying what they do or how many there are.	Back office	In production

Adoption

Oracle's internal AI adoption came late and fast. Before 2026 Oracle's AI reached customer support, including Llama-powered search on My Oracle Support from Apr 2025, but not developers, finance or sales, Clay Magouyrk told staff. After ChatGPT Enterprise and Codex launched in Apr and May 2026, Jae Evans said about 80% of staff used them within 3 months, and OpenAI reported 130,000 active ChatGPT users and more than 95,000 active Codex users at Oracle on Oct 8, 2026, against about 141,000 employees at May 31, 2026. OpenAI does not define active or say how far the 2 groups overlap, and Oracle has published no weekly usage figure of its own.

By the numbers

2026 Restructuring Plan, est. cost: Up to ~$2.8B; Up to $2.1B at Aug 31, 2026 plus about $700M added later; tied in part to AI adoption (Form 10-Q, Sep 2026)

Research and development expense: $10.3B; Fiscal 2026, 15% of $67.4B revenue (Form 10-K)

Employees: ~141,000; May 31, 2026, down from about 162,000 a year earlier; Oracle names AI adoption among the causes (Form 10-K)

Active ChatGPT users: 130,000; OpenAI's count in its customer story, Oct 8, 2026, not Oracle's; OpenAI does not define the activity window

Active Codex users: 95,000+; OpenAI's count, Oct 8, 2026, not Oracle's; overlap with ChatGPT users not disclosed

Staff using the new AI tools: ~80%; Within 3 months of the Apr and May 2026 launch, Business Insider's account of Jae Evans at an internal town hall (Sep 2026)

Rollout, first pilot to today

Apr 8, 2025
Oracle added generative AI search summaries powered by Meta's Llama to the My Oracle Support customer portal.
Oracle blog
Sep 22, 2025
Oracle named Clay Magouyrk and Mike Sicilia CEOs, crediting Sicilia's teams with replacing traditional coding with intent-based application generation.
Oracle press release (8-K)
Dec 2025
Oracle relaunched My Oracle Support with AI-powered interactions, drawing complaints about lost tickets, links and patch search.
The Register
Mar 10, 2026
Oracle said AI code generation had led it to restructure product development into smaller teams, and Mike Sicilia mentioned a fleet of internal agents.
Q3 fiscal 2026 results release
Apr to May 2026
Oracle IT rolled out ChatGPT Enterprise and Codex to employees after setting standards, security controls and policies.
The Next Web, citing Business Insider
Sep 2026
Jae Evans told staff that about 80% of employees used the new tools within 3 months of launch.
The Next Web, citing Business Insider
Oct 2026
Oracle described the MCP security, just-in-time production access and workload identity controls behind its internal AI rollout.
Oracle blog
Oct 8, 2026
OpenAI reported 130,000 active ChatGPT users and more than 95,000 active Codex users at Oracle.
OpenAI

Economics & controls

Spend and ROI

Technology spending

Oracle spent $10.3 billion on research and development in fiscal 2026, ended May 31, 2026, or 15% of $67.4 billion revenue, down from 17% a year earlier, according to its Form 10-K. Oracle's far larger capital spending goes to data centers it rents to AI customers and is not a measure of its internal AI use.

What AI itself costs

Oracle has not disclosed what it spends on its internal AI tools. Jae Evans said the bills for ChatGPT Enterprise and Codex surprised Oracle because the tools were so easy to start using, and that Oracle now shows employees each model's cost and steers routine work to cheaper models (Business Insider via The Next Web, Sep 2026).

Reported ROI

Oracle has reported no return it credits to AI with a figure, for a use case or for the company. Oracle's Mar 10, 2026 results release says AI code generation lets it build more software in less time with fewer people and makes its SaaS suites more profitable, without a number. Oracle's Form 10-Q for the quarter ended Aug 31, 2026 describes the 2026 Restructuring Plan as improving efficiency partly through the adoption of AI across certain functions, but gives no savings figure, and the Oct 28, 2026 Investor Day set a 40% or higher long-term operating margin target without crediting any of it to internal AI.

Productivity markers

Jae Evans said Oracle developers now produce in a week what used to take a team 2 to 3 quarters, and Richard Lam said simple incidents that took an hour now take minutes, but Oracle has tied neither to cost or headcount, and Clay Magouyrk said product delivery has not sped up to match. Mike Sicilia called AI-assisted engineering productivity something he would once have dismissed as Star Wars at a Deutsche Bank conference in late Aug 2026.

Headcount

Oracle employed about 141,000 people at May 31, 2026, down from about 162,000 a year earlier, with research and development down from about 50,000 to 43,000 and sales and marketing from about 31,000 to 25,000. Oracle's Form 10-K says AI adoption across its operations has resulted, and may continue to result, in workforce reductions, alongside management, product and strategy changes, and Oracle recorded $1.78 billion of restructuring expense in fiscal 2026. Oracle added about $700 million to the plan after Aug 31, 2026, bringing its estimated cost to roughly $2.8 billion, and began another round of layoffs on Sep 14, 2026 without saying how many jobs it cut.

Governance and risk

Standards before rollout

Oracle's Global IT team set corporate standards, security controls and internal policies before giving employees ChatGPT Enterprise and Codex in Apr and May 2026, Jae Evans said (Business Insider via The Next Web, Sep 2026).

Employee permissions carried through

Oracle built MCP security into OCI Identity and Access Management so that ChatGPT acts only within the permissions of the employee using it and the scopes that employee approves; consent to read does not let the assistant send messages or change records (Oracle blog, Oct 2026).

Controls on coding and operations agents

Oracle moved the production access covered by the Codex and operations-agent rollout to just-in-time grants, removed permissions beyond each task, and put protected actions such as deletions behind human approval. Oracle's code scanners reach OpenAI and Anthropic through short-lived tokens tied to the workload's identity, and model access does not let them merge fixes or deploy code.

Human ownership of AI output

Richard Lam said Oracle engineers stay responsible for system design, architecture and security, and that code written with Codex becomes unmaintainable unless engineers work alongside it (OpenAI, Oct 2026). Oracle added a verification step for AI security findings after Mythos Preview's false-positive rate ran at 60% to 70%, Jae Evans said.

Open-source contributions

The OpenJDK Governing Board, which Oracle sponsors, adopted an interim policy in 2026 that bars contributions generated in whole or part by large language models, citing review workload and intellectual property risk, while Oracle drafts a full policy; Oracle's GraalVM project allows AI-assisted contributions (InfoQ, Jun 2026).

Disclosed risks

Oracle's Jun 2026 Form 10-K warns that implementing AI tools may require new skills Oracle may fail to build through reskilling, that workforce restructurings can cut productivity and lose institutional knowledge, and that AI-specific regulation such as the EU AI Act may raise compliance costs.

Recent signals

Oct 28, 2026
Oracle's Investor Day set a 40% or higher long-term operating margin target and fiscal 2030 revenue of $225 billion or more, giving no figure for AI's effect on Oracle's own costs.
Oracle Investor Day release (8-K)
Oct 27, 2026
Oracle and OpenAI expanded their partnership at Oracle AI World with Oracle AI Workspace in ChatGPT, Oracle AI Security Mesh and Oracle App Composer, and OpenAI said Oracle reported 130,000 active ChatGPT users.
OpenAI
Oct 8, 2026
OpenAI published a customer story reporting 130,000 active ChatGPT users and more than 95,000 active Codex users at Oracle, across recruiting, Oracle Applications Lab and IT.
OpenAI
Oct 2026
Oracle described the identity controls behind its internal AI rollout: MCP security for ChatGPT, just-in-time production access for Codex and operations agents, and workload identity for code scanners.
Oracle blog
Sep 18, 2026
Business Insider reported that Jae Evans told an Oracle town hall about 80% of staff used ChatGPT Enterprise and Codex within 3 months, that AI costs surprised Oracle, and that release processes cannot yet keep pace with AI coding.
The Next Web, citing Business Insider
Sep 15, 2026
Hilary Maxson told her first Oracle town hall that the company should be selective about where it spends money and employee time, a day after a new round of layoffs began.
Calcalist, citing Business Insider
Sep 11, 2026
Oracle's quarterly filing tied its 2026 Restructuring Plan in part to the adoption of AI across certain functions and added about $700 million to its estimated cost.
Form 10-Q
Sep 1, 2026
The Register reported that Mike Sicilia told a Deutsche Bank conference that AI-assisted engineering productivity at Oracle is something he once would have called Star Wars.
The Register
Jun 22, 2026
Oracle's Form 10-K reported about 141,000 employees, down from 162,000, and said the adoption of AI across its operations has resulted in workforce reductions.
Form 10-K
Mar 31, 2026
Oracle began a large round of layoffs that Bloomberg had reported would partly target roles Oracle expects AI to shrink; Oracle did not confirm the number.
The Next Web
Mar 10, 2026
Oracle said AI code generation had become efficient enough to restructure product development into smaller teams, and Mike Sicilia said a small team built the website generator behind the new oracle.com.
Q3 fiscal 2026 results release
Dec 23, 2025
The Register reported customer and support-staff complaints about Oracle's relaunched AI-powered My Oracle Support portal.
The Register

Quick answers

How does Oracle deploy AI?: Oracle deploys AI inside the company mainly through tools it bought from OpenAI: ChatGPT Enterprise and the Codex coding agent reached employees in Apr and May 2026, connected to internal systems through access controls Oracle built on its own cloud. OpenAI counted 130,000 active ChatGPT users at Oracle in Oct 2026; Oracle has published no count itself. Oracle says AI adoption contributed to cutting its workforce from about 162,000 to 141,000 in the year to May 2026, but has put no figure on AI's share.
What does Oracle use AI for?: Oracle uses AI internally for software development, incident response, business analytics, recruiting research, internal and customer support, and security scanning, plus a fleet of internal agents Mike Sicilia mentioned in Mar 2026 without describing. Oracle has published no return it credits to AI for any of these use cases: its figures are task timings, such as recruiting research cut from 2 to 4 days to 15 to 20 minutes, and user counts. For Oracle as a whole, the Jun 2026 Form 10-K says AI adoption has resulted in workforce reductions and the Mar 2026 results release says AI code generation lets Oracle build software with fewer people, but neither gives a figure.
Who leads AI at Oracle?: AI at Oracle is led by Jae Evans (Global Chief Information Officer and EVP, OCI Platform Services); Richard Lam (Group Vice President, Oracle Applications Lab). Ownership of AI on the org chart: Global CIO and EVP Jae Evans for employee AI tools; no chief AI officer on the executive list.
What AI platform does Oracle use?: Oracle bought its employee AI tools, ChatGPT Enterprise (now ChatGPT Work) and Codex from OpenAI, launched in Apr and May 2026, and built its own identity and access layer on OCI to connect them to internal systems.
Which AI models does Oracle use?: OpenAI models run in ChatGPT and Codex, Oracle's code scanners call both OpenAI and Anthropic models, and Meta's Llama powers AI search summaries on the My Oracle Support portal (Apr 2025).
How many Oracle employees use AI?: Oracle had 130,000 active ChatGPT users and more than 95,000 active Codex users in Oct 2026, according to OpenAI, and Business Insider reported CIO Jae Evans telling a town hall that about 80% of staff used them within 3 months; Oracle has published no count itself.
What return has Oracle reported from AI?: Oracle has reported no business return it credits to AI with a figure in the last 18 months: its Jun 2026 Form 10-K says the adoption of AI across its operations has resulted in workforce reductions without saying how many of the roughly 21,000 fewer jobs AI accounts for, and its Mar 10, 2026 results release says AI code generation lets it build more software with fewer people, with no number. Oracle has also not officially reported how many employees use its AI tools: the figure of about 80% of staff using ChatGPT Enterprise and Codex within 3 months is Business Insider's account of an internal town hall where Global CIO Jae Evans spoke (Sep 2026), and the 130,000 active ChatGPT and 95,000+ active Codex users are OpenAI's counts from its Oct 2026 customer story. Oracle therefore sits at Experimenting, with recent AI tools and programs on the record. Oracle would move to Piloting by reporting a user count in its own filings, releases, earnings calls or an executive's on-record statement, with a named owner, or by crediting one use case with a dollar, headcount or output figure.

Open questions

How many of the roughly 21,000 jobs Oracle cut in fiscal 2026, and of those cut since, Oracle attributes to AI, and what the 2026 Restructuring Plan saves each year.
What Oracle spends on ChatGPT Enterprise, Codex and model APIs for its own staff, and whether it has measured a return on that spend.
Whether Oracle has measured the cost or headcount effect of AI coding in product development, where research and development staff fell from about 50,000 to 43,000.
What the fleet of internal agents Mike Sicilia mentioned in Mar 2026 does, and whether Oracle runs its own finance, HR and procurement on its Fusion AI agents.
Which data centers serve Oracle's ChatGPT Enterprise and Codex seats, and where the Llama model behind My Oracle Support search runs.
Whether My Oracle Support's AI portal has changed support cost or resolution rates since its Dec 2025 relaunch.
Who owns AI for Oracle's own operations beyond the IT rollout, since Oracle has named no chief AI officer.

Sources

Oracle

Filings and investor materials

Partners

News

Data confidence

Confirmed: Stated in a primary or reputable public source.
Estimated: Derived or approximated from public reporting.
Unconfirmed: Reported, but not yet corroborated.

Oracle profile · Enterprise AI diffusion report by Imagine · facts checked against their sources on Nov 5, 2026

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