Oracle adds Google Gemini to its business apps

Oracle shares rose as much as 8.4% to $127.64 after the company announced that Google’s Gemini models will be integrated into its enterprise software. The move expands Oracle’s Google Cloud partnership and brings a cloud rival’s models directly into the applications businesses use to run operations.

Gemini will be available through Oracle AI Agent Studio for Fusion Applications and will also power embedded AI features across Oracle Fusion Applications and NetSuite. Oracle said customers will be able to choose between two models:

• Gemini 3.1 Flash-Lite, designed for lower-cost, efficient workloads.
• Gemini 3.5 Flash, aimed at more demanding reasoning and creative tasks, including video and presentations.

Both models will sit alongside models Oracle already offers, including those from Cohere and Meta.

Why Oracle is adding Google Gemini

Oracle is positioning the integration as a multi-model strategy rather than requiring customers to use a single in-house model. Companies can select a model for a particular task, while Oracle’s applications connect the output to business processes such as workflows, approvals, and transactions.

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“Organizations need the flexibility to choose the AI model best suited to each problem.”

Leone said Oracle Fusion Applications can turn model output into action “through governed workflows, approvals, and transactions.” In practice, that places Gemini inside software that can execute or assist with business operations, rather than limiting it to a standalone chatbot or development tool.

The partnership is notable because Oracle and Google compete in cloud computing, even as their relationship has expanded from infrastructure to agentic AI. Oracle is also a roughly $300 billion infrastructure partner of OpenAI, but chose Google’s models for this application layer.

For Google, the deal offers a path into businesses through software they already use. NetSuite claims more than 44,000 customers, giving Gemini access to a large installed base. For Oracle, the integration adds another selling point as it invests hundreds of billions of dollars in AI data centers.

Accountability remains unresolved

The announcement does not answer who is responsible when an autonomous agent makes a damaging decision. If an agent acts quickly and incorrectly, mistakes could spread through connected business processes before a person notices.

Oracle points to monitoring and audit tools, but Gartner analyst Balaji Abbabatulla urged caution in comments to The Register:

“It doesn’t necessarily look as glittery as it sounds. There are challenges under the hood.”

The company did not specify which Oracle applications will receive Gemini first, when the integrations will become available, or how access will be priced. Abbabatulla also said vendors have yet to fully resolve accountability for autonomous enterprise actions—a question that remains open as Oracle adds more external models to software capable of carrying out governed transactions.