Oracle expands its Google Cloud partnership with the Oracle AI Database Agent for Gemini Enterprise, enabling natural language access to Oracle data at the database layer to boost efficiency, decision-making, and governance.

New regional expansion brings Oracle availability to Tokyo, Osaka, Mumbai, Delhi, Sydney, Melbourne, Milan, Frankfurt, Montreal, Toronto, São Paulo, London, Iowa, Ashburn, and Salt Lake City, with Turin and Mexico planned next.

Additional capabilities include real-time Oracle database migration via OCI GoldenGate, near real-time analytics through integration with Google BigQuery, and a plan to broaden regional coverage over the next year.

Analyst consensus remains bullish, with a Buy rating and an average target around $249, as firms like Stephens, BofA Securities, and Mizuho publish varied but positive targets.

Users can ask business questions—such as revenue by region or product—and receive immediate, data-driven answers without moving data, while governance and data controls stay in place.

Oracle shares rose in early trading on the news, reflecting investor optimism.

The report notes ongoing development and potential changes to features, timing, and availability, including standard forward-looking statements and disclaimers.

The feature aims to simplify day-to-day data use by allowing plain-language querying directly at the database level.

Query processing stays entirely within the database to preserve performance and security, with identity and access controls enforced at the database layer; no data movement is required.

The solution builds on granular privacy controls at row and column levels to reinforce secure AI-assisted querying.

Oracle argues that moving semantic interpretation and query generation into the database could reduce costs by avoiding external token-based AI services.

Oracle’s next quarterly update is anticipated in June, with estimates suggesting EPS around $1.81 and revenue near $19.09 billion.