In Oracle's case this is part of their larger Oracle Cloud strategy - once you remove the scooby doo monster mask you end up finding much of Oracle's AI spend was connected with their larger bet on Oracle Cloud and becoming a tier 1 hyperscaler.

This is why they landed one of the mega cybersecurity companies (the one who's name starts with C) as well as a globally distributed ridesharing businesses with sweetheart terms.

Oracle Cloud already represents 50% of Oracle's total revenue, and the AI story helps them justify their pivot into becoming a hyperscaler.