Separating transactional databases from analytical systems was, until recently, considered good architecture. Now, as enterprises adopt AI agents that continuously read, reason over, and act on business data, data warehouse and database vendors are increasingly deciding that separation has become a liability.

Just weeks after Databricks unveiled its Lakehouse Transaction and Analytical Processing (LTAP) offering based on Neon Postgres to bring operational (OLTP) and analytical (OLAP) processing closer together, EnterpriseDB (EDB) has introduced converged analytics capabilities for its managed EDB Postgres AI database service with the same intent.

Both vendors are responding to the same pressure of enabling AI agents for enterprises to operate on fresh operational data without waiting for pipelines and replicas, but EDB argues its approach starts from a fundamentally different place.

“Databricks is building from the lakehouse outward, trying to pull transactional capability in through Lakebase,” said Max Romanenko, chief engineering officer at EDB, while “we’re building from the operational layer with Postgres, which is where enterprises already run their most critical workloads, and expanding from there.”

In contrast to Databricks’ lakehouse-centric LTAP, EDB keeps Postgres as the operational source of truth and uses Apache Iceberg as a shared catalog layer connecting Postgres with ClickHouse, WarehousePG, and Spark compute engines, Romanenko said.

In this way, operational data remains in Postgres while historical and tiered data is stored in Iceberg-managed object storage, allowing analytical engines to query the same data through a common catalog without requiring separate copies or ETL pipelines, he said.

That architectural distinction matters to EDB, according to Romanenko, because the vendor is targeting enterprises that want AI and analytics capabilities without moving sensitive data into a cloud-managed platform: “For us, it’s always been about the data sitting on infrastructure the customer owns and controls.”

Focus on data sovereignty and predictable economics

EDB’s promotion of control “will resonate with CIOs focusing on sovereignty, regulated data, and hybrid deployment,” said Stephanie Walter, practice leader of AI stack at HyperFrame Research. “This should enable them to run AI and analytics closer to the data, on infrastructure that their enterprise controls, without creating yet another proprietary data estate.”

For Ashish Chaturvedi, leader of executive research at HFS Research, EDB’s approach in converged analytics will offer more predictable costs than Databricks LTAP for CIOs already struggling to manage their analytics and AI budgets.

EDB’s per-core pricing model can make costs easier to forecast than consumption-based cloud data platforms, where query volumes, AI workloads, and data processing demands can cause bills to fluctuate, Chaturvedi said.

But predictable bills are not necessarily lower bills, warned, Igor Ikonnikov, advisory fellow at Info-Tech Research Group. “The hardware requirements for high-speed operational data processing are higher and relatively more expensive compared to cheap lakehouse storage,” he said.

EDB’s architecture could also simplify data governance by reducing the number of platforms enterprises need to manage. Since operational, analytical, and AI workloads can access data through a common Postgres-Iceberg foundation, enterprises may be able to avoid deploying and governing multiple specialized data stores, and so have fewer systems to license and secure, according to Devin Pratt, research director at IDC.

Reducing architectural tax for engineering teams

EDB’s converged analytics could also simplify operations for developers and data engineering teams.

Its architecture reduces the number of systems developers must integrate and maintain, while eliminating much of the pipeline work traditionally required to move data between transactional and analytical systems, according to Walter.

And, said Pratt, “Zero-ETL means far less plumbing to build and break, so engineers spend their time creating value.”

EDB and Databricks are not the only ones pursuing converged analytics to support agentic systems and other applications needing immediate access to operational data, historical context, and governance controls.

Snowflake has been expanding support for operational workloads by embracing open table formats,and Microsoft has combined transactional and analytical services under a broader data architecture via its Fabric platform.

Evolution of autonomous databases?

Converged analytics, though, was only one part of EDB’s update to its Postgres AI platform.

It has also made generally available what it calls an “agentic database” feature, designed to automate routine database administration tasks.

The system continuously monitors hundreds of operational and performance metrics, detects anomalies, recommends corrective actions, and, where enterprise policies permit, can automatically apply fixes, the company said.

These automated agents can help enterprises optimize and tune their databases up to 10 times faster, it said.

Walter remained skeptical: “It is more an evolution of autonomous database concepts than a wholly new category. Oracle and other database vendors have offered autonomous database capabilities for years.” Where EDB can differentiate itself, she said, is in extending those autonomous capabilities with AI-driven reasoning, automated remediation, and governance controls that allow enterprises to determine how much authority the system receives.

Licensing can be complicated, particularly when enterprises are forced to double-pay because the software they already own is only licensed for a specific environment, and moving it requires a whole different licensing model. Without proper portability rights, they need to make additional financial investments to run the same workloads in a different home.

AWS says its new Bring Your Own Media (BYOM) service eliminates this duplication. Customers can now reuse their existing Microsoft SQL Server media and licenses on Amazon Relational Database Service (RDS) with no additional licensing fees.

This means enterprises no longer have to justify workload migrations to the cloud against existing licensing commitments and infrastructure investments, AWS said.

“What used to be a licensing barrier between operational SQL Server data and agentic AI is now gone,” AWS data engineer Srikanth Katakam and product marketing manager Colleen Betik wrote in a blog post announcing the service.

Avoiding the double-licensing problem

To drive true value, agentic AI apps must have access to elastic GPU capacity as well as direct, low-latency access to the data they need to reason and make decisions. But, AWS argued, that can be difficult in self-managed data centers and on premises infrastructure with limited access to agentic AI cloud-native services. But a lot of enterprise data lives in Microsoft SQL Server, and until now customers have had to pay for a second license to use a fully managed cloud service like RDS.

Now, with BYOM on Amazon RDS for SQL Server, enterprises can reuse their existing SQL Server Enterprise Edition or Standard Edition licenses through a “lift-and-shift” model. This brings their data into a fully-managed environment.

According to the licensing distribution terms, enterprises must provide their licensed SQL Server Release to Manufacturing (RTM) media to Amazon RDS. They can then upload that media to Amazon S3 and launch BYOM instances. Enterprises must configure AWS License Manager to perform automatic instance tracking.

From there, RDS automates patching, backups, high availability, and monitoring, while providing direct access to agentic AI and analytics services native to AWS. The platform also reports vCPU usage to provide visibility into SQL Server license usage, Katakam and Betik wrote.

“You do not need to choose between protecting your SQL Server licensing investments and giving your data a path to the AWS analytics and agentic AI services redefining what’s possible in the cloud,” they said. 

It’s important to note that this service is only available to enterprises with Microsoft Software Assurance (SA), an add-on which supports mobility and rehosting of existing licenses. Enterprises must verify that their SQL Server licenses comply with Microsoft’s licensing agreement, and that they have a SQL Server License (Standard or Enterprise) with SA. They also must submit a License Mobility Verification Form to Microsoft; it, in turn, will notify AWS once verification is complete.

AWS emphasized that enterprises remain responsible for compliance; it does not block operations if license limits are exceeded.

More control over workloads, loosening Microsoft’s grip

The advantage of this service, explained Mike Leone, principal analyst at Moor Insights & Strategy, is that enterprises can get a Microsoft SQL Server workload onto a managed AWS service without rewriting it for Aurora or paying for the license twice. This means they can modernize on their own schedule rather than being forced into rewrites before they’re ready.

“For a lot of shops, that control over timing is worth more than the license saving itself,” Leone said.

This also loosens Microsoft’s grip on enterprise workloads, because organizations finally have somewhere else to run SQL Server using licenses they already own, he noted. Realistically, their dependency shifts to AWS rather than disappearing entirely, as their data ends up living next to AWS’s AI services.

“For a lot of teams, that’s a trade they’re glad to make for the managed infrastructure and the AI tooling they get in return,” Leone said.

Yaz Palanichamy, a senior advisory analyst at Info-Tech Research Group, also pointed to significant improvements stemming from the migration. Notably, it allows organizations to transition away from static, linear, or reactive storage capabilities towards more dynamically intelligent environments.

“The key is to balance the unification of transactional data towards managed AI and machine learning pipelines,” he said.

Enterprises take on new responsibilities

The catch? Leone noted that enterprises now own the task of licensing compliance. Staying current on SA, the Microsoft maintenance contract that makes any of this legal, and the license mobility rules, “become your headache instead of something baked into the bill,” he said.

Furthermore, he added, lift-and-shift has a way of turning into “lift-and-forget” when enterprises move SQL Server as-is and never actually modernize, “so you end up carrying all the old baggage onto a shinier platform.”

Palanichamy also pointed to skyrocketing AWS costs, since operationalizing AI agents requires a considerable amount of data ingestion and querying. This can potentially be cost prohibitive on RDS for SQL Server.

“One aspect to consider would be the relative time to production value, so that enterprises can better handle the management of volatile AI workloads,” he said.

Just one challenge in the AI race

Although AWS frames licensing complexity as a roadblock to agentic AI, analysts say it’s really just one piece of the puzzle.

Organizations are not in an AI-ready state due to a number of factors, Palanichamy noted. This could be total cost of ownership (TCO)-related, a lack of appropriate acceptable use policies (AUPs), or concerns around security and compliance.

If and when enterprises are ready to adopt AI, they must perform thorough needs analysis/process optimization benchmarking exercises to determine what workflows could benefit from the technology, he said, and, conversely, flag workflows where AI could prove “an impediment or potential disservice.”

Leone also pointed out that moving SQL Server onto RDS doesn’t “magically make your data agent-ready,” nor does it make it smarter. The data proximity and managed plumbing are what actually support agents. Sitting data next to Bedrock and the rest of AWS’s AI services means builders “stop wasting time shipping the data around or building one-off integrations every time an agent needs it.”

Ultimately, though, licensing isn’t the real issue when it comes to AI; it’s more of a migration problem. The real roadblocks are messy data, questionable governance, and teams that aren’t ready to run it in production, and, Leone said, “no change to a license bill touches a single one of them.”