Oracle to flex muscles with rivals with Google’s AI partnership

• Users can tap into Gemini through Oracle’s Universal Credits system, meaning there’s no jarring shift in procurement or billing
• As top giants jostle for dominance, enterprises stand to benefit from an AI ecosystem that’s more open, more capable, and quicker to deliver tangible productivity gains.

Oracle is clearly doubling down on its generative AI ambitions, and the company’s latest move—joining forces with Google Cloud to integrate Gemini models into Oracle Cloud Infrastructure—turns heads for good reason.

By making Google’s advanced Gemini AI, starting with Gemini 2.5, available on the OCI Generative AI service, Oracle doesn’t just add a new tool; it turbocharges its appeal to enterprises itching for multi-cloud flexibility.

What’s in it for Oracle customers? For one, easy access: users can tap into Gemini through Oracle’s Universal Credits system, meaning there’s no jarring shift in procurement or billing. But this integration is about more than simplicity.

The shared roadmap brings far more than text generation—think images, video, and audio, plus sector-focused models like MedLM for healthcare.

And when Gemini gets deeply woven into Oracle’s business-critical Fusion Cloud Applications—think finance, HR, and supply chain—the productivity upside for end users could be huge.

Oracle’s AI bet

The numbers back up Oracle’s AI bet. In the fourth quarter of fiscal 2025, Oracle’s total cloud revenue soared 27 per cent year over year to $6.7 billion. That’s not a fluke—it’s a signal that enterprises are buying into Oracle’s AI-first pitch.

By supporting leading AI models from not just Google, but also Cohere, Meta (with Llama), and xAI’s Grok, Oracle gives its clients options and insulates them from vendor lock-in. This multi-model buffet does more than just drive OCI traffic; it catalyses AI adoption across a broad range of use cases in Oracle’s applications, paving the way for durable growth.

For Google, meanwhile, this partnership is an entry into Oracle’s vast enterprise client base, extending Gemini’s reach and deepening the kind of cross-cloud integration that started with Database@Google Cloud.

There’s a clear ambition here: help businesses leap from just using AI to harnessing the “agentic” AI—systems that proactively automate and orchestrate tasks—expected to define the next wave of enterprise productivity.

Cross-cloud partnerships

The momentum should carry Oracle’s growth forward. Analysts anticipate mid-to-high teen revenue growth rates for fiscal 2026 and 2027—figures that seem plausible if the AI flywheel keeps spinning.

Zooming out, Microsoft and Amazon, two titans in the cloud AI game, are not standing still. Microsoft’s AI-laced Azure platform, thanks to deep partnerships with OpenAI, Nvidia, and Anthropic, notched $75 billion in revenue last fiscal year, growing 34 per cent.

With an unmatched global cloud network, robust Copilot uptake, and relentless cash generation, Microsoft’s scale keeps it at the tip of the AI spear.

Amazon, meanwhile, leverages AWS’s 32 per cent share of the global cloud market—fueled by a jaw-dropping $100 billion in data center investments and homegrown AI chips like Trainium 2, which offer price-performance rivaling Nvidia.

Amazon Bedrock’s model buffet, featuring Claude and Llama, plus double- and triple-digit AI revenue growth rates, signal that Amazon’s AI momentum isn’t likely to fade.

Where does this leave Oracle? In a three-way race where differentiators like flexibility, cross-cloud partnerships, and depth of embedded AI for business workflows could make or break market share.

As these giants jostle for dominance, enterprises stand to benefit from an AI ecosystem that’s more open, more capable, and quicker to deliver tangible productivity gains.