I've actually been pondering it a bit, and wonder if it's maybe Oracle's way to get at MySQL/Postgres/$foo_competition by trying to affect PHP's development or whatnot.
Not whether or not they control the developers ... [although dream.scape shows us again his synapses are working by pointing out how closely several key persons in PHP are the Zend magnates (if you will)] ... but I'm thinking that we may see more of a push to get people using PHP to do so with Oracle db's instead of $foo.
So, Zend, under Oracle's umbrella, will release optimizers or other new products designed to make PHP + Oracle "a snap", "a breeze", "the perfect solution", blah, blah ...
And, if the developers of PHP are on Oracle's payroll, we might start to see more "beef" in the OCI extension, or push it into the normal configuration , or ...