U.S. Multicloud Boom Powers Oracle’s Hyperscaler Success
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multicloudtechnical
Multicloud is the practice of a company using cloud computing services from two or more different providers instead of relying on just one, like keeping money in several banks so you can use each bank’s strengths. For investors, it matters because it can lower operational risk, improve reliability and flexibility, and affect costs and growth prospects — all of which influence a company’s profitability and competitive position.
hyperscale cloud servicestechnical
Hyperscale cloud services are massive, highly automated computing and storage platforms run by providers that can quickly grow or shrink to handle huge amounts of data and traffic, like an electric grid or highway system for digital workloads. They matter to investors because businesses that use or operate these services can scale fast, cut IT costs, and earn steady, subscription-like revenue, making growth and profitability more predictable.
oracle cloud infrastructure (oci)technical
Oracle Cloud Infrastructure (OCI) is a collection of remote computing services—like virtual servers, storage, databases and networking—delivered over the internet by Oracle. It lets businesses run applications and store data without owning physical hardware, similar to renting office space instead of buying a building. Investors care because OCI drives recurring revenue, affects profit margins through capital and operating costs, and signals how well a company competes for enterprise cloud customers.
ai agentstechnical
AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.
ai agent studiotechnical
An AI agent studio is a software platform that lets teams design, train, test and deploy autonomous software agents—virtual assistants or bots that can perform tasks, make decisions and interact with users or systems. Think of it as a workshop for building and refining digital workers: it matters to investors because it can turn complex machine learning work into repeatable products, drive recurring revenue, shorten time to market, and scale automation across customers and industries.
ai agent marketplacetechnical
A marketplace for AI agents is an online venue where independently developed software programs—each designed to perform specific tasks like answering questions, automating workflows, or recommending actions—are listed, discovered, bought or subscribed to by businesses and individuals. Investors watch these marketplaces because they can generate recurring fees, scale quickly like an app store, and create winner-take-most dynamics or risks around quality, trust and regulation that affect potential growth and profitability.
oracle fusion data intelligencetechnical
A cloud-based platform that connects and standardizes data from multiple business systems, cleans and organizes it, and applies automated analysis to produce usable insights and governance controls. Think of it as a digital hub that turns messy spreadsheets and siloed databases into a single, searchable source of truth so managers can trust reports, automate routine decisions, and meet regulatory or audit requirements. Investors care because cleaner, faster data reduces operational risk, lowers compliance costs, and helps leadership make better, timelier decisions that can affect profitability and valuation.
oracle ai data platformtechnical
An oracle AI data platform is a central software system that organizes a company’s data, applies artificial intelligence to find patterns and make predictions, and delivers those results as a single trusted source for decisions. Think of it as a smart, always-updated map that helps managers and investors see where revenue, costs, or risks are headed; it matters because better, faster insights can improve forecasting, reduce waste, and change a company’s competitive value.
Companies are deploying OCI alongside other major clouds for performance, flexibility, cost savings, ISG Provider Lens® report says
STAMFORD, Conn.--(BUSINESS WIRE)--
A growing number of U.S. enterprises are adopting Oracle Cloud Infrastructure (OCI) alongside other hyperscale cloud services as part of a surge in public cloud use in the U.S., according to a new research report published today by Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm.
The 2025 ISG Provider Lens® Oracle Cloud and Technology Ecosystem report for the U.S. finds that many organizations are migrating to the cloud not just to cut costs and gain access to new IT infrastructure but for greater agility to compete in changing markets. As data and AI become key sources of business value, companies are using cloud capabilities to turn transactional systems into tools for prediction and personalization. Changing regulations and demands for governance and sustainability continue to complicate enterprise operations. Amid these trends, Oracle has evolved from a traditional software vendor to a leader in cloud platforms and services.
“Large U.S. enterprises are engaging with multiple cloud providers to realize their digital transformation goals,” said Bill Huber, partner, ISG Digital Transformation and Cost Optimization. “Many data-driven companies find that Oracle’s broad portfolio of applications and cloud resources meets their increasingly complex requirements.”
Multicloud environments, which often include private and hybrid cloud deployments, give organizations access to best-of-breed technologies and help them innovate at scale, ISG says. Enterprises building these environments are turning to OCI for its performance, flexibility of deployment and lower costs. As they integrate OCI alongside AWS, Microsoft Azure and Google Cloud, Oracle is catching up with its larger cloud rivals as the fourth hyperscale platform provider.
As enterprises in the U.S. experiment with AI and increasing deploy it in production, they are tapping into Oracle’s end-to-end platform for developing and deploying AI agents and agent teams across organizations, the report says. In 2025, Oracle announced enhancements to its AI Agent Studio for Fusion Applications, including a dedicated AI Agent Marketplace. Recent enhancements to Oracle Fusion Data Intelligence, which provides analytics for Oracle Cloud applications, give companies new ways to use AI to derive more value from their enterprise data.
Service providers play a critical role in making Oracle technology deployments successful by combining deep domain expertise with Oracle’s platform capabilities, the report says. Enterprises in the U.S. engage with global system integrators, regional consulting firms, managed service providers and specialized boutique partners for help in implementing Oracle offerings to meet their specific needs.
“Oracle’s diverse and expanding ecosystem of service and solution providers multiplies the power and potential of its technologies,” said Siddharth Idnani, lead author of the report. “Enterprises have a broad selection of partners to engage with as they carry out transformations enabled by AI and multicloud architectures.”
The report also explores other trends in the U.S. Oracle ecosystem, including changing licensing models and the emergence of the Oracle AI Data Platform for making data AI-ready.
For more insights into challenges faced by enterprises using Oracle in the U.S., along with ISG’s advice for addressing them, see the ISG Provider Lens® Focal Points briefing here.
The 2025 ISG Provider Lens® Oracle Cloud and Technology Ecosystem report for the U.S. evaluates the capabilities of 32 providers across three quadrants: Professional Services, Managed Services and OCI Solutions and Capabilities.
The report names Accenture, Cognizant, Deloitte, HCLTech, Infosys, LTIMindtree, TCS and Wipro as Leaders in all three quadrants. It names Capgemini, KPMG and PwC as Leaders in two quadrants each. Centroid is named as a Leader in one quadrant.
In addition, Capgemini and IBM are named as Rising Stars — companies with a “promising portfolio” and “high future potential” by ISG’s definition — in one quadrant each.
In the area of customer experience, Cognizant is named the global ISG CX Star Performer for 2025 among Oracle Cloud and Technology Ecosystem providers. Cognizant earned the highest customer satisfaction scores in ISG's Voice of the Customer survey, part of the ISG Star of Excellence™ program, the premier quality recognition for the technology and business services industry.
Customized versions of the report are available from Capgemini and Cognizant.
The 2025 ISG Provider Lens® Oracle Cloud and Technology Ecosystem report for the U.S. is available to subscribers or for one-time purchase on this webpage.
About ISG Provider Lens® Research
The ISG Provider Lens® Quadrant research series is the only service provider evaluation of its kind to combine empirical, data-driven research and market analysis with the real-world experience and observations of ISG's global advisory team. Enterprises will find a wealth of detailed data and market analysis to help guide their selection of appropriate sourcing partners, while ISG advisors use the reports to validate their own market knowledge and make recommendations to ISG's enterprise clients. The research currently covers providers offering their services globally, across Europe, as well as in the U.S., Canada, Mexico, Brazil, the U.K., France, Benelux, Germany, Switzerland, the Nordics, Australia and Singapore/Malaysia, with additional markets to be added in the future. For more information about ISG Provider Lens research, please visit this webpage.
About ISG
ISG (Nasdaq: III) is a global AI-centered technology research and advisory firm. A trusted partner to more than 900 clients, including 75 of the world’s top 100 enterprises, ISG is a long-time leader in technology and business services that is now at the forefront of leveraging AI to help organizations achieve operational excellence and faster growth. The firm, founded in 2006, is known for its proprietary market data, in-depth knowledge of provider ecosystems, and the expertise of its 1,600 professionals worldwide working together to help clients maximize the value of their technology investments.
