Cloud
Oracle Share Soars Post Cloud Win, NATO Infra Deal & OpenAI Healthcare Tie-Up
Updated on Thu, Sep 11, 2025
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It’s not every day that a company makes headlines across Wall Street, defense circles, and healthcare all at once, but Oracle just did. From record-breaking stock gains to securing NATO’s trust and launching an AI hub for hospitals to putting simple medical insights in patients’ hands, Oracle is showing just how far its cloud and AI ambitions reach.
Here’s all you need to know!
Oracle’s stock shot up the most since 1992, after the company gave an ambitious outlook for its cloud business, highlighting its expanding role in AI computing. On Wednesday, Oracle shares jumped 36%, pushing Oracle’s market value to around $933 billion and briefly putting co-founder Larry Ellison ahead of Elon Musk as the world’s richest person.
Traditionally known for its database software, Oracle has recently been rising fast in cloud computing, going head-to-head with giants such as Amazon, Microsoft, and Google. The company struck a huge deal with OpenAI to supply 4.5 gigawatts of data center capacity, enough to power millions of homes, reportedly worth $300 billion over five years. Other major clients include NVIDIA and TikTok, although the entire list is not publicly known.
Oracle’s remaining performance obligations reached $455 billion at the end of the fiscal first quarter, reaching more than four times last year’s figure and roughly four times Google’s backlog. CEO Safra Catz said, “It was an astonishing quarter,” highlighting four multibillion-dollar contracts signed during the period and expectations to push obligations past $500 billion soon.
In fact, cloud infrastructure revenue jumped 55% to $3.3 billion, despite high data center costs keeping free cash flow in the red. However, Oracle is placing a big bet on AI, forecasting its cloud business to hit $144 billion by 2030.
Brad Zelnick of Deutsche Bank said, “There’s no better evidence of a seismic shift happening in computing than these results that you just put up.”
That same cloud strength is now extending beyond business, reaching mission-critical operations for NATO.
NATO’s Communications and Information Agency (NCIA) is set to move its mission-critical workloads to Oracle Cloud Infrastructure (OCI), Oracle announced. The move, supported by Oracle partners Red Reply and Shield Reply, along with prime contractor Thales, is designed to boost NCIA’s performance, strengthen security, and bring advanced AI capabilities, all while modernizing its technology systems.
NCIA, NATO’s technology and cyber hub, works to ensure secure and interoperable communications that support Alliance operations. “Together with Oracle, we are committed to helping NCIA provide secure, cloud-oriented, and interoperable communications and information systems and services to NATO,” said Alexandre Bottero, Vice President Network and Infrastructure Systems, Thales.
OCI’s sovereign cloud solutions will help NCIA meet strict data residency requirements while maintaining full operational control. Filippo Rizzante, CTO at Reply, said, “Our goal is to ensure a secure, seamless, and future-proof transition to the cloud for NCIA’s mission-critical workloads.”
Richard Smith, executive vice president at Oracle EMEA, added, “OCI will help the NCIA manage, analyse, and protect their data while also giving them more control and peace of mind where data is stored and where workloads run.”
Red Reply, Shield Reply, and Thales will oversee the integration into the NATO Information System, while Proximus will provide advanced networking, ensuring a secure and resilient cloud environment for NATO’s operations.
Well, Oracle isn’t just transforming the defense sector; its cloud and AI expertise are also powering the future of healthcare.
Oracle Health has launched the Oracle AI Center of Excellence for Healthcare to help hospitals and health systems make the most of rapid AI advancements. The center serves as a hub of resources and expertise, guiding organizations on how to deploy and optimize AI across clinical, operational, and financial workflows.
Supported by a dedicated team of Oracle experts, the Center helps organizations with secure cloud environments for AI testing, offers guidance on change management, and assists in building and operationalizing AI agents.
The Center also helps healthcare organizations to tap into a library of best practices, align AI projects with regulatory requirements, test innovations quickly in secure cloud environments, and promote adoption across their teams.
“AI is fundamentally changing every industry, and the opportunities for AI-fueled transformation in healthcare are innumerable,” said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences.
“By delivering a robust set of resources and expertise, the Oracle AI Center of Excellence for Healthcare helps healthcare organizations improve patient care, unlock deeper research, and streamline complex workflows,” she added.
With these initiatives, Oracle aims to accelerate AI-powered efficiency and support healthcare organizations in transforming patient care and operational outcomes.
Taking it a step further, Oracle is putting AI tools directly into patients’ hands through its enhanced Health Patient Portal.
Oracle is introducing new AI features to its Health Patient Portal, courtesy of OpenAI, to help patients better understand their medical records.
Built on the recently launched AI-enabled Oracle Health electronic health record, the AI capabilities focus on providing clarity and context about medical information, with all patient data kept private.
Patients will get simple, plain-language explanations of diagnoses, lab results, and treatment options, and they’ll be able to ask questions directly in the portal for quick, clear answers. For example, users can ask, “What does this abbreviation mean?” or “What was the result of my latest cholesterol test?” and receive instant, context-aware answers.
“Delivering ChatGPT-like conversational experiences in the Oracle Health Patient Portal–built on OpenAI frontier models and within Oracle’s secure safeguards–demonstrates how responsible AI can empower patients with more information about their health,” said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences.
“With advanced conversational AI embedded across a patient’s comprehensive medical record, people can be more proactive in managing their care by asking questions and gaining a deeper understanding of their health,” she added.
The enhanced portal is expected to be available in 2026, pending regulatory approvals.
Is Oracle set to become one of the biggest players in AI healthcare arena? Will its partnerships and deals change how people understand their health and well-being?
Let us know what you think in the comments section below!
Here’s all you need to know!
Oracle’s stock shot up the most since 1992, after the company gave an ambitious outlook for its cloud business, highlighting its expanding role in AI computing. On Wednesday, Oracle shares jumped 36%, pushing Oracle’s market value to around $933 billion and briefly putting co-founder Larry Ellison ahead of Elon Musk as the world’s richest person.
Traditionally known for its database software, Oracle has recently been rising fast in cloud computing, going head-to-head with giants such as Amazon, Microsoft, and Google. The company struck a huge deal with OpenAI to supply 4.5 gigawatts of data center capacity, enough to power millions of homes, reportedly worth $300 billion over five years. Other major clients include NVIDIA and TikTok, although the entire list is not publicly known.
Oracle’s remaining performance obligations reached $455 billion at the end of the fiscal first quarter, reaching more than four times last year’s figure and roughly four times Google’s backlog. CEO Safra Catz said, “It was an astonishing quarter,” highlighting four multibillion-dollar contracts signed during the period and expectations to push obligations past $500 billion soon.
In fact, cloud infrastructure revenue jumped 55% to $3.3 billion, despite high data center costs keeping free cash flow in the red. However, Oracle is placing a big bet on AI, forecasting its cloud business to hit $144 billion by 2030.
Brad Zelnick of Deutsche Bank said, “There’s no better evidence of a seismic shift happening in computing than these results that you just put up.”
That same cloud strength is now extending beyond business, reaching mission-critical operations for NATO.
NATO’s Communications and Information Agency (NCIA) is set to move its mission-critical workloads to Oracle Cloud Infrastructure (OCI), Oracle announced. The move, supported by Oracle partners Red Reply and Shield Reply, along with prime contractor Thales, is designed to boost NCIA’s performance, strengthen security, and bring advanced AI capabilities, all while modernizing its technology systems.
NCIA, NATO’s technology and cyber hub, works to ensure secure and interoperable communications that support Alliance operations. “Together with Oracle, we are committed to helping NCIA provide secure, cloud-oriented, and interoperable communications and information systems and services to NATO,” said Alexandre Bottero, Vice President Network and Infrastructure Systems, Thales.
OCI’s sovereign cloud solutions will help NCIA meet strict data residency requirements while maintaining full operational control. Filippo Rizzante, CTO at Reply, said, “Our goal is to ensure a secure, seamless, and future-proof transition to the cloud for NCIA’s mission-critical workloads.”
Richard Smith, executive vice president at Oracle EMEA, added, “OCI will help the NCIA manage, analyse, and protect their data while also giving them more control and peace of mind where data is stored and where workloads run.”
Red Reply, Shield Reply, and Thales will oversee the integration into the NATO Information System, while Proximus will provide advanced networking, ensuring a secure and resilient cloud environment for NATO’s operations.
Well, Oracle isn’t just transforming the defense sector; its cloud and AI expertise are also powering the future of healthcare.
Oracle Health has launched the Oracle AI Center of Excellence for Healthcare to help hospitals and health systems make the most of rapid AI advancements. The center serves as a hub of resources and expertise, guiding organizations on how to deploy and optimize AI across clinical, operational, and financial workflows.
Supported by a dedicated team of Oracle experts, the Center helps organizations with secure cloud environments for AI testing, offers guidance on change management, and assists in building and operationalizing AI agents.
The Center also helps healthcare organizations to tap into a library of best practices, align AI projects with regulatory requirements, test innovations quickly in secure cloud environments, and promote adoption across their teams.
“AI is fundamentally changing every industry, and the opportunities for AI-fueled transformation in healthcare are innumerable,” said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences.
“By delivering a robust set of resources and expertise, the Oracle AI Center of Excellence for Healthcare helps healthcare organizations improve patient care, unlock deeper research, and streamline complex workflows,” she added.
With these initiatives, Oracle aims to accelerate AI-powered efficiency and support healthcare organizations in transforming patient care and operational outcomes.
Taking it a step further, Oracle is putting AI tools directly into patients’ hands through its enhanced Health Patient Portal.
Oracle is introducing new AI features to its Health Patient Portal, courtesy of OpenAI, to help patients better understand their medical records.
Built on the recently launched AI-enabled Oracle Health electronic health record, the AI capabilities focus on providing clarity and context about medical information, with all patient data kept private.
Patients will get simple, plain-language explanations of diagnoses, lab results, and treatment options, and they’ll be able to ask questions directly in the portal for quick, clear answers. For example, users can ask, “What does this abbreviation mean?” or “What was the result of my latest cholesterol test?” and receive instant, context-aware answers.
“Delivering ChatGPT-like conversational experiences in the Oracle Health Patient Portal–built on OpenAI frontier models and within Oracle’s secure safeguards–demonstrates how responsible AI can empower patients with more information about their health,” said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences.
“With advanced conversational AI embedded across a patient’s comprehensive medical record, people can be more proactive in managing their care by asking questions and gaining a deeper understanding of their health,” she added.
The enhanced portal is expected to be available in 2026, pending regulatory approvals.
Is Oracle set to become one of the biggest players in AI healthcare arena? Will its partnerships and deals change how people understand their health and well-being?
Let us know what you think in the comments section below!
First published on Thu, Sep 11, 2025
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