The Infrastructure War of the Agent Era: Why Every Big Tech Company Is Building a "Memory Layer"

On March 24, Oracle unveiled a product at its AI World Tour that sounded routine but carried far-reaching implications: Oracle AI Agent Memory—a unified memory core built directly into the database engine, designed specifically for AI agents. That same week, Microsoft quietly updated its Azure AI Foundry reference architecture. The only material change: a new "user-level persistent memory layer"…