Oracle (ORCL) and Google (GOOGL) Cloud team up to boost AI strategy

Oracle (ORCL) partners with Google Cloud to integrate Gemini models into Oracle Cloud Infrastructure (OCI), enhancing its AI strategy. Strong Q4 results show 27% growth in cloud revenues to $6.7 billion. Multi-vendor approach boosts AI adoption, with plans for multimodal capabilities and Fusion Cloud integration. Collaboration aims to advance cross-cloud integration for agentic AI productivity and innovation.

Microsoft (MSFT) leads in AI with Azure’s $75 billion revenue and 34% growth in fiscal 2025. Amazon’s AWS dominates AI infrastructure with custom chips and multi-billion-dollar revenue. Oracle’s stock up 49% YTD, but valuation appears high.

Investors can access Zacks’ AI Boom 2.0 report for insights on under-the-radar AI companies. The second wave of AI stocks promises new investment opportunities as the first wave levels off. Oracle’s collaboration with Google Cloud may drive further growth.