Oracle Corp Stock Price, News & Analysis

Oracle (NYSE:ORCL) on Oct 14, 2025 introduced Oracle Acceleron, new OCI networking capabilities designed to accelerate data movement, reduce overhead, and deliver predictable high-bandwidth, ultra-low-latency connections for any workload.

Key technical claims include line-rate encryption throughput, host-level zero-trust packet routing, multi-planar fabrics, and a converged SmartNIC approach promising up to 2x network processing capacity and up to 2x storage IOPS, with converged NICs powered by AMD Pensando DPUs launching early next year.

Oracle (ORCL) announced OCI Zettascale10, which Oracle describes as the largest AI supercomputer in the cloud, delivering up to 16 zettaFLOPS of peak performance by connecting hundreds of thousands of NVIDIA GPUs across multi–gigawatt clusters.

OCI Zettascale10 uses Oracle Acceleron RoCE networking and NVIDIA AI infrastructure, targets initial deployments of up to 800,000 NVIDIA GPUs, is being deployed with OpenAI at the Stargate site in Abilene, Texas, and will be available in the second half of next calendar year. Oracle says the design prioritizes ultra‑low GPU‑to‑GPU latency, cluster utilization, reliability, and power efficiency.

Oracle (NYSE:ORCL) introduced Oracle Multicloud Universal Credits on October 14, 2025, a new licensing option that lets customers buy Oracle AI Database and OCI services across AWS, Google Cloud, Microsoft Azure, and OCI using a single consumption model.

The program promises streamlined procurement, consistent contracts and governance across clouds, expanded regional access for Oracle AI Database workloads, and commercial flexibility to run and manage databases in customers' preferred cloud regions, subject to cloud marketplace policies. Early access is available.

Oracle (NYSE:ORCL) and AMD announced an expanded collaboration to deliver publicly available AI superclusters on Oracle Cloud Infrastructure starting in calendar Q3 2026.

The initial deployment will use an AMD "Helios" rack design with an initial 50,000 AMD Instinct MI450 Series GPUs, Helios 72-GPU liquid-cooled racks, next-gen EPYC "Venice" CPUs, and AMD Pensando "Vulcano" DPUs. Each MI450 GPU offers up to 432 GB HBM4 and 20 TB/s memory bandwidth. The zettascale OCI Supercluster can scale to 131,072 GPUs. Features include UALink/UALoE fabric, ROCm software stack, fine-grained partitioning, and up to three 800 Gbps AI-NICs per GPU.

Oracle (ORCL) on October 14, 2025 announced Oracle AI Database 26ai, a long‑term support release that architects AI into core data management to enable "AI for Data" across multicloud and on‑premises environments.

Key highlights include support for the Apache Iceberg open table format and an Oracle Autonomous AI Lakehouse available on OCI, AWS, Azure, and Google Cloud; built‑in AI Vector Search at no extra charge; MCP server support for agentic AI; NIST‑approved ML‑KEM quantum‑resistant encryption for data‑in‑flight; and Exadata Exascale performance and RDMA acceleration.

Oracle (NYSE:ORCL) announced new capabilities for Oracle Database@AWS on Oct 14, 2025, plus a partner resale option via qualified AWS and Oracle channel partners.

Key additions include Oracle Database Zero Data Loss Autonomous Recovery Service (recover to <1 second), Oracle Autonomous AI Lakehouse, Terraform integration for infrastructure-as-code, and Gold-certified Maximum Availability Architecture. The service is currently available in AWS U.S. East (N. Virginia) and U.S. West (Oregon), with plans to expand to 20 additional regions. Customers can now purchase through AWS CPPO partners and AWS Marketplace.

Oracle (NYSE: ORCL) expanded Oracle Database@Azure globally on Oct 14, 2025, adding new database services, partner resale options, and region capacity to support cloud migrations and AI workloads.

Key points: Oracle Database@Azure is now available in 28 Azure regions with 5 more planned in the next 12 months; Oracle Base Database Service, Oracle Autonomous AI Lakehouse, and OCI GoldenGate are now generally available; a new partner program lets Microsoft and Oracle partners resell via the Microsoft Marketplace. Activision Blizzard is cited as an early adopter, and the offering integrates with Microsoft Fabric, Power BI, and Copilot Studio.

Oracle (NYSE: ORCL) and Google Cloud announced on Oct 14, 2025 the general availability of three Oracle AI database services on Google Cloud: Oracle Exadata Database Service on Exascale Infrastructure, Oracle Base Database Service, and Oracle Autonomous AI Lakehouse. The multicloud offering is now available in 8 Google Cloud regions with expanded disaster-recovery capacity in US East (Ashburn) and UK South (London).

A new partner program lets Google Cloud and Oracle partners purchase and resell the service via the Google Cloud Marketplace private offer; 9 more regions are planned within 12 months.

Oracle (NYSE: ORCL) introduced Autonomous AI Lakehouse on Oct 14, 2025, an open, interoperable data platform that combines Oracle Autonomous AI Database with native support for Apache Iceberg to enable AI and analytics across multi‑platform, multicloud environments.

Key highlights: available on OCI, AWS, Azure, Google Cloud, and Exadata Cloud@Customer; integrates with catalogs including Databricks Unity, AWS Glue, and Snowflake Polaris; claims the Autonomous AI Database executes in excess of 48 billion queries per hour. New features include Autonomous AI Database Catalog, Data Lake Accelerator, Select AI Agent, Data Science Agent, Exadata Table Cache, GoldenGate for Iceberg, and Table Hyperlink for sharing.