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One of the many highlights in Oracle’s last quarterly earnings announcement was the accelerated growth in Oracle Cloud Infrastructure (OCI) revenue—up 52%, on top of the 50% reported a year earlier. In addition, Graphics Processing Unit (GPU) consumption in OCI increased 336%, driven by record-level AI demand. And our total remaining performance obligation (RPO)—signed, noncancelable contracts—was up 50% to $97 billion. These are just a few recent examples of Oracle’s emergence as a recognized hyperscale leader and cloud powerhouse.
Our OCI momentum and the resulting opportunity for Oracle and our partners was the focus of last month’s Partner Success in Action webinar, where I sat down with Clay Magouyrk, EVP of OCI. We started by talking about the drivers behind our OCI momentum. One driver—and the one that’s likely most familiar to you—is our long-established strength providing enterprises with a complete, highly differentiated solution encompassing infrastructure, applications, and database.
Another key driver is demand from cloud-native, infrastructure-heavy customers—particularly those with high performance computing and large AI workloads—that are increasingly turning to OCI because they need the best performance and security at the lowest possible cost. Clay explained that “whether they’re doing AI training, whether they’re doing AI inferencing, or whether they’re running very large-scale applications on top of us, those critical value-adds are important to them.”
We’re also seeing growing demand from customers that aren’t ready to move everything to the cloud yet or that cannot move to the public cloud due to regulatory constraints. In those cases, many organizations are taking advantage of our Cloud@Customer Dedicated Regions. As Clay said, this is “really the only option if you want the power of the cloud in your own data center. And then you tie that in with our Alloy offering, which takes Dedicated Region and enables our partners to become cloud operators themselves.” Other organizations are selecting our sovereign, government, or isolated cloud offerings, each of which enable compliance with local data privacy and security laws, restrict access, operations, and data flows, and operate in isolation from others.
On top of all that is our multicloud strategy, which supercharges customer innovation and cloud migrations by providing the flexibility to deploy OCI Oracle Database services in any cloud—Microsoft Azure, Google Cloud, or AWS. Clay described how this accelerates demand for OCI: We’ve found that customers who “use our cloud services [in others’ clouds], that maybe they wouldn't have used before, they like them a lot, and they go, ‘Oh, there's other stuff at OCI we could use,’ and then we see them coming back [to us] for more.”
Expanding on the theme of flexibility and choice, Clay discussed what’s enabled us to build 98 cloud regions—more than any other cloud provider—spanning public, private, sovereign, government, and isolated clouds as well as multiclouds. We architected OCI so that we could scale up and scale down using the same code base. “The same code that runs in a region that can fit ten racks is the exact same code that fits tens of thousands of racks,” Clay explained, whereas other cloud providers “can only go big, so it’s hard to build many regions.”
Our differentiated OCI architecture also provides additional key advantages over other cloud offerings. For example, Clay said, “if you compare load balancing costs, or net gateway costs, or egress fees, those things are not just a little bit more expensive on our competitors; they’re orders of magnitude more expensive.” He then went on to say, “There are a thousand examples I could give you up and down the stack that, when you add all of them up, they end up in a very different cost basis, and that is why we’re able to provide extremely high performance and lower cost to our customers.”
So what does all this mean for you, our partners?
As Clay and I discussed in the webinar, it provides tremendous opportunity for you to help customers meet their needs in the best way for them. As more organizations choose OCI, customers need help understanding their workloads, actually migrating them, and continuing to run those workloads after they move them to the cloud. And, Clay highlighted, rather than telling customers they have to manage their workloads in a specific place, you can say to a customer “tell me where you want to go, and we can help you regardless of that destination.”
To hear more about the OCI opportunity, advice for capitalizing on it, and Clay’s answers to a range of partner questions, I strongly encourage you to watch the webinar replay on our Partner Success in Action page.
In addition, please save the date for our next Partner Success in Action webinar on March 11, at 1:00 p.m. CT to hear from Steve Miranda, EVP, Oracle Applications Development, on our applications strategy, business momentum, and latest innovations. |
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| Oracle Health Unveils New Clinical AI Agent |
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| Oracle Health’s Clinical AI Agent includes a comprehensive set of advanced AI services for medical providers. Integrated with Oracle Health EHR, the Clinical AI Agent combines clinical intelligence with voice capabilities to enrich patient exchanges and enhance physician productivity by providing highly accurate draft notes for approval in just minutes. This not only eliminates hours of manual work but also improves documentation accuracy by synchronizing all details and follow-ups in the patient’s unique medical record. Rather than having to file through tedious records, practitioners can also access critical elements of a patient’s medical history before, during, and after an appointment simply by asking the Clinical AI Agent. Plus, it’s a cloud solution running on OCI, giving healthcare providers confidence in its speed and security. Learn more on our website. |
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| Oracle CloudWorld Tour 2025 Expands to 21 Cities Across the Globe |
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| Oracle CloudWorld Tour 2025 has officially begun! Starting last month in the Middle East and wrapping up in May in the U.S., we’re highlighting our latest cloud and AI innovations and the resulting productivity and efficiency benefits. Discover opportunities to grow your business, make new customer connections, and strengthen existing relationships. In addition, we’ll be hosting Partner Success Summits in Tokyo, Milan, London, Sao Paulo, Mexico City, and New York. At these summits, Oracle and partner executives come together to align on our strategy and key areas of focus, including ways we can accelerate our joint business momentum and customer success. Register for CloudWorld Tour events here, and you’ll receive the option to register for a Summit as a part of the registration. |
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| Submit Nominations for 2025 Oracle Customer Excellence Awards |
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| The Oracle Customer Excellence Awards celebrate the very best of business innovation, showcasing how organizations and their leaders use Oracle technology to reinvent business operations, reimagine the workday, improve the customer experience, and rev up sales. We’ll name winners across four regions—Japan and Asia Pacific; Europe, Middle East, and Africa; Latin America; and North America—along with a global award winner selected from these regional champions. This is your chance to celebrate the innovative, inspiring joint customer success stories that deserve recognition. Get the details here. |
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| Keep Up to Date Between Partner Success in Five Newsletters |
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Check out the Partner Success in Action webpage, where you can access all the recordings of strategic updates from Oracle leaders and share your questions and feedback.
Thanks for your continued collaboration,
Leah Yomtovian
Senior Vice President, Partner and Operations Strategy |
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Nothing in this communication is intended to modify or supplement any agreement between Oracle and any partner. Partners should refer to their contractual agreements with Oracle and the policies referenced therein.
Copyright © 2025, Oracle and/or its affiliates. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.
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