Oracle Cloud hardware is coming to Google Cloud data centers.

Through the partnership, Google Cloud will house Oracle Cloud Infrastructure's database services and high-speed network interconnect in its data centers, simplifying cloud migration and multi-cloud deployments.

Initially, the Google Cloud Cross-Cloud Interconnect will be available for customers in 11 global regions, meaning customers can deploy general-purpose workloads across both Oracle and Google Cloud's services with no data transfer fees.

The regions included will be Australia East (Sydney), Australia South East (Melbourne), Brazil East (São Paulo), Canada South East (Montreal), Germany Central (Frankfurt), India West (Mumbai), Japan East (Tokyo), Singapore, Spain Central (Madrid), UK South (London), and US East (Ashburn), and will expand to more regions over time.

Later on in the year - starting in September according to the recent earnings call - a new offering dubbed Oracle Database@Google Cloud will be available which will offer the highest level of performance and will match the pricing of going to OCI directly.

Oracle Database@Google Cloud gives customers direct access to Oracle database services running on OCI but deployed in Google Cloud data centers. This will initially be available in regions in North America and Europe, including US East (Ashburn), US West (Salt Lake City), UK South (London), and Germany Central (Frankfurt).

Both OCI and Google Cloud will offer the Oracle Database@Google Cloud.

“Customers want the flexibility to use multiple clouds,” said Larry Ellison, Oracle chairman and CTO. “To meet this growing demand, Google and Oracle are seamlessly connecting Google Cloud services with the very latest Oracle Database technology. By putting Oracle Cloud Infrastructure hardware in Google Cloud data centers, customers can benefit from the best possible database and network performance.

“Oracle and Google Cloud have many joint enterprise customers,” said Sundar Pichai, CEO of Google and Alphabet. “This new partnership will help these customers use Oracle database and applications in concert with Google Cloud’s innovative platform and AI capabilities.”

Oracle signed a similar deal with Microsoft in September 2023, creating the Oracle Database@Azure offering. The solution was made available in the Microsoft Azure East US region in December 2023, and is expected to be rolled out to Germany Central, Australia East, France Central, Canada Central, Brazil South, Japan East, UK South, Central US, and South Central US regions throughout 2024. Each deployment will run across two Azure availability zones.

During the latest earnings call (detailed below), Ellison revealed that Oracle had deployed 11 out of 23 data centers in Azure locations in Q4.

Oracle releases earnings for Q4 and full Fiscal Year 2024

Oracle Corporation has released its earnings results for the last quarter and full year of FY2024.

Total quarterly revenues were up three percent Year-over-Year (YoY) to $14.3 billion. Cloud services and license support revenues were up nine percent to $10.2bn, though Cloud license and on-premise license revenues were down 15 percent to $1.8bn.

Operating expenses for the quarter reached $9.6bn.

Total revenues for the year were up six percent to $53bn. Fiscal year 2024 GAAP operating income was $15.4 billion, and GAAP operating margin was 29 percent. Non-GAAP operating income was $23.1 billion, and non-GAAP operating margin was 44 percent.

"In Q3 and Q4, Oracle signed the largest sales contracts in our history - driven by enormous demand for training AI large language models in the Oracle Cloud," said Oracle CEO, Safra Catz.

"These record-level sales drove RPO up 44 percent to $98 billion. Throughout fiscal year 2025, I expect continued strong AI demand to push Oracle sales and RPO even higher—and result in double-digit revenue growth this fiscal year. I also expect that each successive quarter should grow faster than the previous quarter—as OCI capacity begins to catch up with demand. In Q4 alone, Oracle signed over 30 AI sales contracts totaling more than $12.5 billion—including one with Open AI to train ChatGPT in the Oracle Cloud."

During the earnings call, Ellison revealed that the company was nearing a full Oracle Cloud offering that spans just six standard half racks that can go in a data center. "Virtually, any one of our customers could choose to have the full Oracle Cloud in their data center, with every service, every service in the cloud. And they could scale that up quite extraordinarily large," said Ellison.

Ellison added that the company is also currently building a 70MW data center and a 200MW data center, half of which has been sold to an unnamed customer, though it seems likely to be OpenAI.

Later in the earnings call, Ellison said: "We're building a very large data center, half of which we're building for them [OpenAI].

"[It will have] lots of Nvidia chips - the new Nvidia chips - Nvidia interconnect, and [will be] liquid cooled. It's primarily for training."

Locations and other details of the projects were not shared. DCD has contacted Oracle for further information.

Ellison also talked on the potential of offering an Oracle Database@AWS service, on par of those already in place with Google and Microsoft.

"We would love to do the same thing with AWS. We think we should be interconnected to everybody, and that's what we're attempting to do in our multi-cloud strategy. I think that's what customers want. So, I'm optimistic that's the way the world will settle out."