Oracle встроила Gemini в Fusion Applications и NetSuite — акции выросли на 8%

Oracle announced on July 31, 2026, an expansion of its partnership with Google Cloud: Google's Gemini model is being integrated into Oracle's enterprise applications — Fusion Applications and NetSuite. The news may seem paradoxical: Google Cloud is a direct competitor to Oracle Cloud Infrastructure in the enterprise cloud market. Investors nonetheless reacted positively — Oracle shares rose 8% on the same day.

What Will Change for Oracle Enterprise Clients

Gemini will enter Oracle AI Agent Studio — the environment for building and deploying AI agents within Fusion Cloud Applications. Fusion is Oracle's flagship enterprise platform, used by large organizations for financial reporting, HR process management, procurement, and supply chains. Embedding Gemini will allow employees to configure AI agents to automate tasks directly within their familiar work environment — without exporting data to external tools.

The partnership expansion also covers NetSuite — Oracle's cloud ERP system for small and medium-sized businesses. This way, Gemini covers both of the company's key product lines: the enterprise segment through Fusion and the SMB segment through NetSuite.

Key facts:

• Announcement date — July 31, 2026
• Oracle share price increase on announcement day — 8%
• Target platforms — Oracle Fusion Cloud Applications and NetSuite
• Gemini's entry point — Oracle AI Agent Studio
• Google Cloud and Oracle Cloud Infrastructure (OCI) are direct competitors in the enterprise cloud segment

Why Oracle Is Integrating a Competitor's AI

Choosing Gemini — a model from a competing company — is an unconventional but pragmatic move. OCI competes with Google Cloud, Amazon Web Services, and Microsoft Azure for enterprise customer budgets. The decision to open applications to Gemini does not weaken this infrastructure competition; it separates it from the question of applied AI.

"Oracle is expanding its partnership with

Google Cloud to integrate Gemini's capabilities into our enterprise applications," the company stated in its official announcement on July 31, 2026.

The deal's logic is straightforward: enterprise clients want the best available AI right now — and Oracle chose to meet that demand through partnership rather than waiting to develop its own models. The deal is no less beneficial for Google: Fusion and NetSuite are used by thousands of enterprises worldwide, each of which becomes a potential Gemini user. This is critical for Google in its competition with Microsoft Copilot, deeply embedded in the Microsoft 365 and Dynamics 365 ecosystem.

"Cross-cloud" alliances between formal competitors are becoming the norm: technology giants collaborate where it creates value for clients and compete in everything else.

What This Means

Embedding Gemini into Oracle Fusion and NetSuite brings generative AI directly into the ERP core of enterprises — where daily decisions on finance, HR, and logistics are made. This is a shift from experimenting with AI in isolated tools to native agentic automation within the system of record. The 8% rise in Oracle's shares on the day of the announcement signals that the market considers this bet justified. For SAP, Microsoft Dynamics, and other enterprise ERP players, this is a signal: partnering with strong AI labs is becoming a competitive obligation, not a differentiator.

Frequently Asked Questions

Why is Oracle using AI from its competitor — Google?

Oracle chose Gemini to gain immediate access to powerful AI capabilities for enterprise clients without developing comparable models on its own. Meanwhile, the infrastructure competition between OCI and Google Cloud continues: the partnership only concerns the application layer.

What is Oracle AI Agent Studio?

Oracle AI Agent Studio is an AI agent development environment within Fusion Cloud Applications that allows enterprises to build and deploy automation agents for financial operations, procurement, HR, and other processes directly within the enterprise ERP platform.