Oracle is rebuilding Fusion, its cloud back-office software for large companies, so workers can ask business questions and let AI agents find data, pull records from connected systems, and handle routine steps.
The changes were set for a London event on Tuesday local time. They come as software vendors refit products for agents instead of only human clicking and typing.
The update covers work inside Fusion, including factory production planning and collecting money from customers. Oracle says companies still need business software, but want repetitive work done by machines.
That matters because Oracle shares are down about 40% this year as investors worry that strong AI systems could replace complex enterprise software. Executives say Oracle is using AI to keep its software ahead of that threat.
Oracle shifts Fusion toward AI-led work across finance and operations
The software push comes as Oracle raises the cost of its own restructuring. The company said it will spend another $500 million on restructuring in the current fiscal year as stronger AI models let it shrink parts of its workforce.
That brings total restructuring costs to $2.1 billion for the year ending May 31, according to a Securities and Exchange Commission filing on Wednesday.
In December, Oracle had projected $1.6 billion. The higher figure points to faster job cuts. Restructuring spending had already jumped 337% year over year in the nine months ended Feb. 28.
Alongside third-quarter earnings on Tuesday, Oracle said better AI models would allow job cuts across software teams. The company said:-
“AI models for generating computer code have become so efficient that we have been restructuring our product development teams into smaller, more agile and productive groups.”
Steve Miranda, executive vice president of applications development at Oracle, said the goal is to let users focus on business questions, such as making a new product design cheaper and faster while cutting supply chain risk.
Miranda said the needed information is spread across Oracle applications and connected third-party software. He said AI will take over data entry, data gathering, and recommendations. Human workers, he said, will spend more time on supplier talks and judging how much disruption risk a company can accept.
Steve said:-
“Typing in an invoice isn’t a particularly high-value skill to your enterprise or to the person you know who does that part of their job. Decision making is still kind of up to that human… But certainly the execution, the typing of the invoices, the typing of the purchase order, that is what is going to be replaced in whole in AI.”
Cisco adds security controls as AI agents start taking real actions
That wider agent push is also creating a security problem. As AI agents move into customer experience systems, they are not just answering queries like chatbots. They are processing transactions and triggering backend actions. That raises the stakes for security teams and customer experience leaders.
Jeff Schultz, senior vice president of portfolio strategy for Cisco’s product organization, said:-
“With chatbots, we worried about what they would say. With agents, we worry about what they do.”
At the RSA Conference in San Francisco this week, Cisco rolled out security features meant to make autonomous AI safe enough for real-world use. Schultz said companies are focusing more on secure networking and compute connections as AI develops. He also said trust is slowing adoption.
A Cisco survey found 85% of enterprise customers had tested AI agents, but only 5% had put them into production. Cisco said its new tools establish trusted identities, enforce Zero Trust Access controls, harden agents before deployment, apply runtime guardrails, and give SOC teams machine-speed tools to stop threats.
Schultz said, “We also see a trust deficit… trust is holding them back.”