Oracle, Google Strike Deal To Offer Gemini AI Models: Report

Oracle will let its cloud customers use Google’s Gemini AI models to generate text, images, video, and audio.
In this photo illustration, a Google Gemini logo is seen displayed on a smartphone with a Google logo in the background.
In this photo illustration, a Google Gemini logo is seen displayed on a smartphone with a Google logo in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)
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Rounak Jain·Stocktwits
Updated Aug 14, 2025   |   9:01 AM GMT-04
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The cloud computing units of Oracle Corp. (ORCL) and Alphabet Inc.’s (GOOG) (GOOGL) Google have reportedly struck a deal to offer Gemini artificial intelligence models through Oracle’s cloud computing services.

According to a Reuters report, Oracle will let its cloud customers use Google’s Gemini AI models to generate text, images, video, and audio.

Oracle shares were up 0.47% in Thursday’s pre-market trading session, while Google’s shares edged up by 0.03%. Retail sentiment on Stocktwits around Oracle was in the ‘bullish’ territory, while users felt ‘bearish’ about Google.

The report added that Oracle’s enterprise users will be able to tap into Google’s Gemini models across the cloud giant’s applications for corporate finance, human resources, and supply chain planning.

As part of the deal, Oracle cloud users will be able to pay for Google’s Gemini AI models using their cloud credits for Oracle services, the report said. It’s not clear yet if there is a revenue-sharing agreement between Oracle and Google.

This deal is similar to the one Oracle struck with Elon Musk-led xAI in June, where it said corporate users would be able to choose the Grok 3 AI model. This would allow those corporate users to maintain their data under the security protections offered by Oracle, while still using a new AI model from a third-party service provider.

“This partnership underscores our commitment to providing the most advanced AI solutions, giving organizations greater choice and flexibility in deploying the latest AI technologies,” said Greg Pavlik, executive vice president, AI and Data Management Services, Oracle Cloud Infrastructure.

ORCL stock is up 47% year-to-date, while GOOGL stock is up 7%.

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