Oracle Corp Stock Price, News & Analysis

Oracle has announced major expansions to its Oracle Database@Azure service, including the general availability of Oracle Exadata Database Service on Exascale Infrastructure. This new deployment option reduces minimum infrastructure costs by up to 95% while maintaining high performance and reliability.

The service will soon include Oracle Base Database Service, offering easier administration and pay-as-you-go pricing for running Oracle Database workloads on virtual machines. Regional availability has expanded to 14 regions with the addition of Microsoft Azure East U.S. 2, and 18 more regions are planned within the next 12 months.

Key features of the Exascale Infrastructure include:

• Elastic, pay-per-use resources with no extra IOPS charges
• AI Smart Scan capability running vector search operations up to 30X faster
• Intelligent storage cloud with RDMA capabilities
• Support for the next-generation Exadata X11M platform

Oracle has unveiled new features for its Oracle ME employee experience platform within Oracle Fusion Cloud HCM, focusing on enhanced communication and event management capabilities. The update to Oracle Fusion Cloud Communicate aims to streamline internal communications and boost employee engagement.

Key features include:

• HR teams can now manage company-wide events, utilize flexible targeting tools, and access real-time analytics
• Managers gain enhanced capabilities to create team events, deliver personalized communications, and leverage data-driven analytics
• Employees can organize peer-to-peer events, access AI-powered event recommendations, and utilize a unified communications hub

The solution integrates with Oracle Cloud HCM, providing a complete platform that connects all HR processes and workforce data. The system leverages embedded AI to analyze data, generate content, and optimize business operations.

Oracle has unveiled Oracle AI Agent Studio for Fusion Applications, a platform enabling customers and partners to create, extend, deploy, and manage AI agents across enterprises. Available at no additional cost, this new offering builds upon Oracle's existing 50+ AI agents and provides tools for customization and management.

The platform includes key features such as agent template libraries, team orchestration capabilities, agent extensibility, choice of Large Language Models (LLMs), native Fusion integration, third-party system integration, and robust security frameworks. Users can access pre-built templates, modify existing agents, and integrate with various LLMs including Llama and Cohere.

Major consulting firms including Accenture, Deloitte, and PWC have expressed support for the platform. Industry analysts from Constellation Research, IDC, and Nucleus Research have positively acknowledged this development as a strategic move in Oracle's AI roadmap.

SoftBank Group has announced the acquisition of Ampere Computing, a silicon design company, in an all-cash transaction valued at $6.5 billion. The deal involves Carlyle (CG) and Oracle Corp. selling their positions in Ampere.

Under the agreement, Ampere will operate as a wholly owned subsidiary of SoftBank Group while retaining its name. The acquisition aligns with SoftBank's expansion in AI infrastructure investments, including ventures like Cristal intelligence and Stargate.

Founded in Silicon Valley in 2018, Ampere specializes in cloud-native computing and sustainable AI compute, offering multiple products for cloud workloads. The transaction is expected to close in the second half of 2025, subject to regulatory approvals. Ampere will maintain its headquarters in Santa Clara, CA.

Huntsville Hospital Health System (HH Health) is expanding its partnership with Oracle Health to enhance patient care and operational efficiency across its network. The health system will standardize on Oracle Health Foundation electronic health record (EHR) across all facilities and implement Oracle Health Data Intelligence.

HH Health, serving northern Alabama and southern Tennessee with nearly 20,000 employees across 14 community-based hospitals, handles over 100,000 inpatients and 1 million outpatient procedures annually. The EHR has already been implemented in 41 physician practices and clinics, including successful launches at Helen Keller Hospital and Red Bay Hospital last year.

The implementation of Oracle Health Data Intelligence, planned for later this year, will leverage Oracle Cloud Infrastructure (OCI) to integrate patient data from various sources, enabling better population health strategies and optimized value-based care. The system will provide a fully managed intelligent data lake with built-in AI and analytics capabilities to support innovation and enhance patient engagement.

Oracle (ORCL) and Mattermost have announced the availability of the Mattermost Collaboration Suite on the Oracle Cloud Marketplace. The partnership aims to enhance mission-critical operations for defense, government, and critical infrastructure organizations worldwide.

The collaboration suite, running on Oracle Cloud Infrastructure (OCI), offers secure collaboration, ChatOps, and workflow tools with features including automated scaling, end-to-end encryption, and air-gapped deployment options. Key benefits include native integration with OCI Identity and Access Management and support for both classified and unclassified workloads.

Mattermost joins Oracle's defense ecosystem, bringing experience from working with organizations like the U.S. Department of Defense, U.S. Air Force, and NASA. The platform enables rapid deployment and seamless scaling across distributed environments, with enhanced security features and flexible deployment across public and sovereign cloud environments.

Oracle has secured a significant contract with Singapore's Defence Science and Technology Agency (DSTA) to provide an Oracle Cloud Isolated Region for the Ministry of Defence (MINDEF) and Singapore Armed Forces (SAF). The agreement focuses on delivering air-gapped, hyperscale cloud and AI services for Singapore's defence applications.

The implementation will transform the SAF's Command, Control, Communications and Computers (C4) functions, offering enhanced digital capabilities with improved scalability and performance. The Digital and Intelligence Service will utilize Oracle's air-gapped cloud services to accelerate AI deployment for military missions.

The Oracle Cloud Isolated Region provides a completely internet-disconnected environment with the same services available in public OCI regions, ensuring a secure and resilient infrastructure for enhanced decision-making. The solution includes access to Oracle's full suite of 150+ cloud services across dedicated, public, sovereign, and hybrid cloud environments.

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.