In a strategic move to enhance enterprise AI capabilities, Oracle and Google announced a collaboration to integrate Google's Gemini AI models into Oracle's cloud services and business applications, aiming to boost AI functionalities for developers and corporate clients.

Customers will be able to deploy Gemini models using existing Oracle Universal Credits, simplifying adoption and reducing barriers to AI integration.

Google's Gemini models support processing of text, image, video, and audio, enabling applications such as financial analytics, supply chain forecasting, conversational HR assistants, workflow automation, coding support, and knowledge retrieval.

This partnership builds on previous multicloud cooperation, including low-latency, no-fee cross-cloud data transfers, emphasizing Oracle's ongoing multicloud strategy.

Oracle emphasizes delivering secure, scalable, and cost-effective AI solutions that are close to enterprise data, supporting flexible deployment without data migration and prioritizing security and adaptability.

The collaboration highlights a broader industry trend toward interoperability and strategic partnerships, aiming to accelerate AI integration into business processes and foster a more interconnected AI ecosystem.

The global cloud-AI market is projected to grow rapidly from $102 billion in 2025 to nearly $589 billion by 2032, with Oracle’s $138 billion RPO and Google Cloud’s $75 billion CapEx plans reinforcing confidence in sustained expansion.

Oracle's Q3 2025 IaaS revenue increased by 49% year-over-year to $2.7 billion, while Google Cloud's market share grew to 13%, reflecting a significant shift in enterprise AI revenues.

Oracle's stock has risen 47% year-to-date, with recent premarket trading slightly higher at $246.50, reflecting investor confidence driven by AI investments and strategic partnerships.

Oracle's Cloud Infrastructure president emphasized their focus on providing secure, scalable, and cost-effective AI solutions, including a curated selection of open and proprietary models, to foster innovation.

Oracle customers will be able to access Google's AI technologies through existing cloud credits, simplifying payment and adoption, following a similar deal with xAI's Grok models.

Analysts see Oracle's partnership as a high-conviction opportunity, with projections suggesting stock prices could reach $300–$325 in the next 12-18 months, supported by strong industry growth and strategic positioning.