The news
On July 30, 2026, Oracle (ORCL) and Google Cloud expanded their partnership with an Oracle Gemini plan: Google's models are to become available in Oracle AI Agent Studio for Fusion Applications, and Oracle plans to use them in Fusion Applications and NetSuite features.
AI Agent Studio is Oracle's platform for building and running AI agents, software that can carry out multi-step tasks, inside its Fusion cloud suite for finance, HR, supply chain and customer management. The release named two models: Gemini 3.1 Flash-Lite, pitched as a high-efficiency option for price-performance, and Gemini 3.5 Flash, aimed at more complex reasoning and tasks such as creating video and presentations. They are to sit alongside models from other providers; The Register reported that the studio already offered models from Cohere and Meta.
For NetSuite, Oracle's cloud ERP system with more than 44,000 customers, and for Fusion, Oracle said it expects to use Gemini where it delivers the best price-performance for specific customer scenarios. The deal builds on existing developer access to Gemini through OCI Enterprise AI, part of Oracle Cloud Infrastructure. Neither company gave an availability date or pricing.
Chris Leone, Oracle's executive vice president of applications development, said organizations need the flexibility to pick the AI model best suited to each problem. Evan Goldberg, NetSuite's founder, said NetSuite was evaluating AI use cases and working with leading large language models such as Gemini. Google Cloud is part of Alphabet (GOOGL).
Oracle shares rose more than 8% during trading on July 30, according to TradingKey and Crypto Briefing, both of which tied the move to the announcement. The stock was up 6.5% at $125.39 at the time of TradingKey's report.
Not everyone was convinced. Gartner analyst Balaji Abbabatulla told The Register that customers should be cautious, pointing to unresolved questions about who is responsible when AI-driven decisions go wrong at scale: "I don't see a clear response from any vendor on the liability issue."
The numbers
- Gemini models named
- 3.1 Flash-Lite and 3.5 Flash
- Oracle intraday share gain, July 30
- More than 8%
- Oracle share price at TradingKey report time
- $125.39, up 6.5%
- NetSuite customers (Oracle figure)
- More than 44,000
Why CEOs should care
For CIOs and application owners, the choice of AI model is moving into the ERP system they already pay for. That is convenient, but it means Oracle, not your own AI team, may decide which model powers an embedded feature. Ask Oracle which model sits behind each AI feature you switch on, whether you can choose or change it, and how you will be told when it changes.
CFOs should push for clear economics before agents go into production. Oracle's pitch rests on price-performance, yet no pricing was published. Ask whether Gemini-powered features are included in existing Fusion or NetSuite subscriptions or billed by usage, and how costs will be reported so they can be tied to business outcomes.
CISOs and boards should focus on control. Agents built in AI Agent Studio can act inside finance and HR workflows, so permissions, audit trails and approval steps matter as much as model quality. Ask where prompts and business data are processed when a Gemini model is called, and take the Gartner warning on liability into contract talks: who is accountable if an agent posts a wrong entry or approves the wrong payment?
The bigger picture
Enterprise software vendors are racing to make their suites the place where AI agents do real work, and Oracle is betting on offering several model providers rather than one. The Gemini deal adds Google to the choices in AI Agent Studio. For Google, it would put Gemini directly inside the finance, HR and supply chain systems of Oracle's application customers, rather than only in developer tools on Oracle's cloud. The open question, as Gartner's caution suggests, is whether buyers get clear accountability along with the choice.
What happened next
On September 29, 2026, Oracle announced Oracle Fusion Claw, a governed runtime that lets Fusion agentic applications carry out longer, more complex work. Oracle said the 25 new Claw-powered applications were available that day and are powered by frontier models including Gemini and OpenAI's, with support for more models planned. Google Cloud's Kevin Ichhpurani was quoted in the release on bringing Gemini to Fusion Claw.
Customers should watch for general availability dates and pricing for Gemini in AI Agent Studio and in NetSuite features, which had not been announced in the sources reviewed.
What “Fact-checked” means
Fact-checking means testing a story’s facts against the evidence before it is published. This story went through at least two separate checks before this version was published.
- What we checked
- Its names, figures, dates, job titles, quotes and who said what were checked against the story’s sources, including its main source where it could be opened. The headline was checked for accuracy and overstatement.
- How
- A first check reviewed the whole story. If it passed, a second, skeptical check went back to the sources to look for mistakes in the most important facts. If a check flagged the story, it was edited to fix the problems found, and a separate re-check then reviewed the whole story again.
- Who
- The checks are made with our newsroom’s technology tools, as steps kept separate from the writing, under rules set by our editor, Hussein Mukhtar. A story the checks still flag is not published automatically; it is held for the editor, who decides whether it is fixed, published or dropped.
- Archive story
- It was written after the event. Its dates were checked against the date of the event, including the dates of any later developments it reports.
- If something is wrong
- “Fact-checked” does not mean error-free. If a material error is found after publication, we correct the story and add a note saying what changed. Report an error
