Oracle Corp Stock Price, News & Analysis

Oracle and NVIDIA have announced a groundbreaking integration between NVIDIA's accelerated computing and inference software with Oracle's AI infrastructure. The collaboration will make over 160 AI tools and 100+ NVIDIA NIM™ microservices available through the Oracle Cloud Infrastructure (OCI) Console.

Key features of the partnership include:

• Native availability of NVIDIA AI Enterprise through the OCI Console
• Integration of OCI's 150+ AI and cloud services with NVIDIA computing
• No-code deployment capabilities through OCI AI Blueprints
• Access to pre-optimized NVIDIA NIM microservices in OCI Data Science
• Acceleration of AI Vector Search in Oracle Database 23ai

The collaboration will enable organizations to deploy AI solutions across data centers, public cloud, or edge environments. OCI will be among the first cloud providers to offer the next-generation NVIDIA Blackwell platform, with the GB300 NVL72 delivering 1.5x more AI performance than its predecessor.

Oracle (ORCL) has announced that NVIDIA AI Enterprise software platform will be available on Oracle Cloud Infrastructure (OCI). The platform will be accessible through OCI's distributed cloud network, purchasable with Oracle Universal Credits. Unlike other marketplace offerings, it will be natively integrated into the OCI Console for faster deployment and direct billing support.

The integration provides access to 160+ AI tools for training and inference, including NVIDIA NIM microservices. The service will be available across OCI's public regions, Government Clouds, sovereign clouds, OCI Dedicated Region, Oracle Alloy, OCI Compute Cloud@Customer, and OCI Roving Edge Devices.

Notable implementations include Nomura Research Institute using Oracle Alloy in Tokyo and Osaka datacenters, e& UAE deploying NVIDIA Hopper GPU clusters in OCI Dedicated Region, and Zoom utilizing OCI to support AI Companion in Saudi Arabia while maintaining regional data compliance.

Oracle has announced the release of Java 24, delivering 24 JDK Enhancement Proposals aimed at maximizing developer productivity and improving the Java language. The latest version introduces significant features including AI and post-quantum crypto capabilities.

Key improvements include:

• Primitive Types in Patterns for enhanced pattern matching
• Stream Gatherers API for efficient data transformation
• Quantum-resistant security features (ML-KEM and ML-DSA)
• Performance optimizations including Compact Object Headers and improved garbage collection
• Enhanced AI development support through Vector API improvements

The release will be showcased at JavaOne 2025 conference in Redwood Shores, CA on March 18-20, 2025. This version marks significant progress as Java approaches its 30th anniversary, reinforcing its position as the world's leading programming language and development platform.

Oracle Red Bull Racing is expanding its use of Oracle Cloud and AI technologies for the 2025 Formula One season. The team will leverage new OCI Compute A2 and A4 Flex shapes to increase simulation speeds by 10%, building upon the 25% speed improvement achieved since 2021.

Key technological implementations include:

• A groundbreaking GenAI solution for efficient sporting regulation reviews during race protests
• Cloud support for Red Bull Ford Powertrains' next-gen sustainable fuel engine development
• Enhanced fan engagement through The Paddock platform, now reaching hundreds of thousands of members across 156 countries
• Standardization of trackside infrastructure using Oracle Virtualization, Linux, and Cloud Native Environment

The partnership aims to maintain Oracle Red Bull Racing's competitive edge through data-driven strategy and advanced cloud computing capabilities as the 2025 F1 season begins March 14-16 with the Louis Vuitton Australian Grand Prix.

Oracle Financial Services has enhanced its Investigation Hub Cloud Service with new AI agents and agentic workflows to combat financial crime more effectively. The update, announced on March 12, 2025, introduces generative AI-driven capabilities that automate investigative processes and create comprehensive narratives to supplement investigators' analysis.

The new AI system helps financial institutions analyze suspicious activities, match customer data against sanction lists, and automatically generate detailed alert narratives. Unlike traditional chatbot solutions, Oracle's multiple AI agents are designed to proactively surface key insights, collect evidence, and recommend decisions without requiring specific user queries.

According to Jason Somrak, head of financial crime product strategy at Oracle Financial Services, this enhancement represents a paradigm shift in financial crime investigations, enabling firms to maintain consistency in decision-making while achieving significant operational efficiencies. The service is available globally for financial institutions of all sizes using the Investigation Hub crime and case management solution.

Oracle (ORCL) reported strong fiscal 2025 Q3 results with total revenue reaching $14.1 billion, up 6% year-over-year. The company's cloud performance was particularly notable, with cloud revenue growing 23% to $6.2 billion. Cloud Infrastructure revenue surged 49% to $2.7 billion, while Cloud Application revenue increased 9% to $3.6 billion.

Remaining Performance Obligations (RPO) saw significant growth, up 62% to $130 billion. The company secured major cloud agreements with tech giants including OpenAI, xAI, Meta, NVIDIA, and AMD. Oracle expects a 15% increase in overall revenue for the next fiscal year starting June.

Financial highlights include: GAAP EPS up 20% to $1.02, Non-GAAP EPS up 4% to $1.47, and operating cash flow of $20.7 billion over the last twelve months. The Board approved a 25% increase in quarterly dividend to $0.50 per share.

Oracle Health has announced that its Clinical AI Agent is now available across 30+ medical specialties, including urgent care, cardiology, and behavioral health. The AI-powered assistant has demonstrated a 30% reduction in documentation time for physicians.

The solution combines generative AI, Agentic technology, and multimodal voice and screen-driven assistance integrated with Oracle Health's electronic health record system. It generates accurate draft notes within minutes and suggests next steps for providers to review at point of care.

Healthcare providers from various institutions, including Southwest General Hospital and Marshall Health, report improved patient interactions and documentation accuracy. The system allows practitioners to focus more on patient care by reducing administrative tasks and enabling better attention during consultations.

Oracle Health has unveiled new emergency management capabilities in its health system operations suite, designed to help hospitals manage crisis situations more effectively. The enhanced features include improvements to Oracle Health Patient Flow, Clinical Operations Whiteboard, Transfer Center, and Command Center Dashboard.

The update focuses on streamlining mass patient transfers, bed management, and evacuation planning, allowing healthcare organizations to respond rapidly to emergency situations. Key improvements include batch action capabilities for bed management teams and dynamic bed visibility management. The new features will be available to existing health systems operations customers at no additional cost.

The development was done in collaboration with MedStar Health and BayCare Health, addressing previous inefficiencies in mass patient transfers that relied on manual processes. The enhanced system allows care teams to prioritize patient movements and maintain better situational awareness during crisis management.

Oracle has announced it will release its third quarter fiscal year 2025 financial results on Monday, March 10th, 2025, after market close. The company will hold a conference call and live webcast at 4:00 p.m. Central Time to discuss the results. Investors can access the live webcast through the Oracle Investor Relations website at www.oracle.com/investor.