Skip to content
Advertisement
Oracle and Google expand partnership to enhance AI database capabilities

Oracle and Google expand partnership to enhance AI database capabilities

Via proactiveinvestors.com

A new AI agent lets enterprise users query Oracle databases in plain English, no SQL required

Oracle Corporation (ORCL) price

Full chart and stats

Loading chart…

Market cap
$394.7B (shares as of 2026-09-07)
P/E (trailing)
20.5 (EPS to 2026-08-31)
Annual revenue
$67.4B USD (FY ended 2026-05-31) 10-K
Annual revenue growth
+17.3% (FY ended 2026-05-31 vs FY ended 2025-05-31) 10-K
Annual net income
17,087,000,000 USD (FY ended 2026-05-31, attributable to the company) 10-K
Annual operating margin
30.6% (FY ended 2026-05-31)
Forward P/E
Unavailable: no dated forecast source

Gloria daily close for session Oct 27, 2026. Market cap and trailing P/E use this close with the SEC share total and trailing diluted earnings, each dated next to its figure. Annual revenue, revenue growth, net income and margin show their own fiscal period and link the 10-K. Current context may postdate this article.

Oracle Corporation and its peers

Company PriceMarket capP/E (trailing)Forward P/EAnnual revenue (USD)Annual revenue growthAnnual net income (USD)Operating margin
Oracle Corporation ORCL · Price dated Oct 27, 2026 · tokenized ORCLx $131$394.7B20.5Unavailable$67.4BFY ended 2026-05-31 · 10-K+17.3%FY ended 2026-05-31 vs 2025-05-31 · 10-K17,087,000,000FY ended 2026-05-31, attributable to the company · 10-K30.6%FY ended 2026-05-31
Palantir Technologies Inc. PLTR · Price dated Oct 27, 2026 · tokenized PLTRx $199$477.5B169.9Unavailable$4.5BFY ended 2025-12-31 · 10-K+56.2%FY ended 2025-12-31 vs 2024-12-31 · 10-K1,625,033,000FY ended 2025-12-31, attributable to the company · 10-K31.6%FY ended 2025-12-31
CrowdStrike Holdings Inc. CRWD · Price dated Oct 27, 2026 · tokenized CRWDx $268$274.4BNot meaningfulLoss, diluted EPS −0.45
to 2026-07-31 · SEC filing
Unavailable$4.8BFY ended 2026-01-31 · 10-K+21.7%FY ended 2026-01-31 vs 2025-01-31 · 10-K−162,502,000FY ended 2026-01-31, attributable to the company · 10-K−6.1%FY ended 2026-01-31
Shopify Inc. SHOP · Price dated Oct 27, 2026 $166Unavailable112.0Unavailable$11.6BFY ended 2025-12-31 · 10-K+30.1%FY ended 2025-12-31 vs 2024-12-31 · 10-K1,231,000,000FY ended 2025-12-31, attributable to the company · 10-K12.7%FY ended 2025-12-31

Missing figures stay unavailable. Forward P/E requires a dated source. Annual revenue, revenue growth, net income and margin come from each company's own 10-K, in US dollars, and each row shows that fiscal year. Revenue growth compares the fiscal year with the prior year stated in the same 10-K. Net income is the full year amount attributable to the company, or available to common stockholders where the filing states only that, or consolidated net income. Each row names its basis. Trailing P/E reads "Not meaningful" when the dated trailing diluted EPS is a loss or zero. An operating margin appears only when the filing states both the operating income and the revenue for the same year.

Sources: SEC filings, Gloria daily closes and CoinGecko. Oldest record refresh: Oct 28, 2026, 3:36 PM EDT. Refresh is not a price or filing date. Each row shows its price date and its annual fiscal period. Peers use industry code and company size, or editorial selection. Market cap multiplies that row price by the company share total the latest SEC filing states for every share class together. Trailing P/E divides it by trailing diluted earnings from SEC filings. Rolled earnings per share are approximate because share counts can change between periods. Both appear only when the SEC data carries its date, so they are estimates at one price date, not synchronized filing valuations. Not investment advice.

Oracle and Google Cloud have deepened their partnership, and the headline feature is something database administrators have wanted for a long time: a way for regular humans to ask questions of enterprise data without writing a single line of SQL.

The announcement came on April 22, 2026, at Google Cloud Next 2026, and it centers on the Oracle AI Database Agent for Gemini Enterprise.

What actually changed

The new agent plugs Google’s Gemini models directly into Oracle databases, letting users query complex enterprise data through plain language prompts.

Advertisement

Oracle is also expanding the availability of its Exadata and Autonomous Database services on Google Cloud infrastructure, broadening the surface area of what joint customers can access without leaving the Google Cloud environment.

The overarching product, Oracle AI Database@Google Cloud, runs Oracle Cloud Infrastructure database services directly inside Google Cloud data centers. That’s the key architectural point: enterprises are not routing data back and forth between two clouds. The compute lives where the data lives.

How we got here

This announcement did not come out of nowhere. Oracle and Google formed the underlying multicloud partnership on June 11, 2024, giving Oracle Cloud Infrastructure database services a home inside Google Cloud for the first time.

A further round of services was added on October 14, 2025, expanding the joint catalog before this week’s AI-focused update.

The April 2026 announcement layers Google’s Gemini AI stack on top of that existing infrastructure foundation, which is the logical next step. First you get the data running on shared infrastructure. Then you build intelligence on top of it.

What this means for the market

The natural language querying angle lowers the skill barrier for data access, meaning Oracle and Google can pitch these services to a broader set of buyers inside an enterprise, not just the IT department but finance teams, operations, and executives who would never touch a database directly.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.

More in Technology

See all
Previous storyOnyx Security raises $113M to control AI agents in enterprise, signaling where smart money is flowing