Oracle and Google Cloud are expanding their partnership to bring Google’s Gemini AI models to Oracle Cloud Infrastructure (OCI) generative AI service, the companies announced on August 14.

Oracle customers will have access to Gemini 2.5 and future Gemini models for multimodal understanding, coding, workflow automation, and research.

Oracle said it will integrate Gemini models through Vertex AI and plans to make them available within its Fusion Cloud Applications for finance, HR, supply chain, and other business operations.

Customers can use their existing Oracle Universal Credits to access these models.

Google Cloud and Oracle will also collaborate on further integrations across business applications.

No financial terms or user adoption figures were disclosed.

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🔗 Source: Oracle

🧠 Food for thought

1️⃣ Oracle leverages partnerships to compete in AI despite smaller cloud footprint

Oracle’s partnership with Google represents a strategic approach to the AI race, where the company recognizes it cannot compete purely on scale against the cloud giants.

Current market data shows AWS controls 32% of the cloud market, Microsoft Azure holds 22%, and Google Cloud captures 12%, while Oracle maintains a much smaller presence1.

In the rapidly growing cloud AI segment, Microsoft leads with 45% of new AI case studies, AWS contributes 34%, and Google accounts for 17%2.

Rather than trying to build all AI capabilities internally, Oracle is positioning itself as a neutral platform that offers customers choice across different AI providers.

This approach is similar to Oracle’s earlier multi-cloud strategy with Microsoft, where the companies connected their infrastructures to help enterprises avoid vendor lock-in and run applications across both platforms3.

2️⃣ Enterprise AI adoption drives demand for multi-cloud flexibility

The Oracle-Google partnership reflects a broader enterprise trend toward multi-cloud strategies, particularly as AI becomes mission-critical.

Organizations are increasingly adopting multi-cloud approaches to enhance flexibility, reduce risk, and optimize costs rather than relying on a single cloud provider1.

The timing is significant as a fifth of cloud implementations now involve AI, with over 2,700 new customer case studies published by top cloud providers in recent analysis2.

Companies like Albertsons and Halliburton have already demonstrated the value of running applications across multiple cloud platforms, showing enterprises want to avoid being locked into a single vendor’s AI ecosystem3.

This partnership allows Oracle customers to access Google’s advanced AI capabilities while maintaining their existing Oracle infrastructure investments, addressing the enterprise preference for gradual AI adoption rather than wholesale platform migrations.

Recent Oracle developments

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