U.S. Multicloud Boom Powers Oracle's Hyperscaler Success
MWN-AI** Summary
The rise of multicloud environments is significantly benefiting Oracle's Cloud Infrastructure (OCI), propelling its growth amidst a broader boom in public cloud adoption in the U.S. A recent report by Information Services Group (ISG) reveals that U.S. enterprises are increasingly deploying OCI alongside major competitors like AWS, Microsoft Azure, and Google Cloud to enhance performance, flexibility, and cost-effectiveness. This trend aligns with companies' needs for agility in an evolving marketplace where data and AI are invaluable assets.
Bill Huber, a partner at ISG, notes that Oracle's comprehensive portfolio is particularly appealing to data-driven organizations facing complex requirements. As enterprises embrace multicloud strategies, they leverage OCI's capabilities not only for infrastructure cost reduction but also for innovative applications that enhance predictive analytics and personalization. This adaptability allows Oracle to emerge as the fourth major hyperscaler, positioning itself competitively against larger rivals.
The report adds that Oracle's investment in AI technologies, including enhancements to its AI Agent Studio and Fusion Data Intelligence, is attracting organizations that are exploring AI applications in their operations. An extensive ecosystem of service providers further augments Oracle's offerings by facilitating tailored solutions that meet specific enterprise needs.
ISG's analysis also recognizes leading service providers in the Oracle ecosystem, highlighting organizations like Deloitte, Accenture, HCLTech, and others for their capabilities. Enhanced customer experiences have notably propelled Cognizant to the top as the global ISG CX Star Performer among Oracle providers.
Overall, the ISG report underscores Oracle's strategic evolution beyond traditional software into a prominent role within the cloud and AI-driven landscape, making it a pivotal player for enterprises navigating their digital transformations.
MWN-AI** Analysis
The recent surge in the adoption of Oracle Cloud Infrastructure (OCI) among U.S. enterprises highlights a significant trend in the multicloud landscape, as outlined in the latest ISG Provider Lens report. As companies prioritize digital transformation, leveraging multiple cloud providers, including OCI, AWS, Azure, and Google Cloud, is becoming essential for competitive agility and operational flexibility.
This multicloud strategy allows organizations to tap into the strengths of various platforms, particularly as they seek to harness the power of data and artificial intelligence (AI). OCI stands out for its robust performance and cost-effectiveness, making it an attractive option for enterprises looking to optimize their IT infrastructure. As firms increasingly rely on AI for predictive analytics and personalized customer experiences, OCI's continuous enhancements—particularly in its AI Agent Studio and Fusion Data Intelligence—position it as a formidable competitor in the cloud market.
Investors looking for opportunistic plays in this evolving landscape should consider Oracle’s stock in light of these developments. As it continues to improve its platform capabilities and expand its ecosystem through partnerships with major service providers like Accenture and Deloitte, Oracle is poised to gain market share against its larger peers.
However, potential investors should remain cautious of the competitive intensity among hyperscale cloud providers, which could impact profit margins. Additionally, enterprises are facing ongoing challenges such as regulatory compliance and evolving governance standards—factors that could hinder some company’s transition to multicloud environments.
In conclusion, the U.S. multicloud boom presents an opportunity for Oracle as it transforms into a significant player in the cloud services market. Strategic investments in OCI could yield strong returns as businesses increasingly integrate diverse cloud solutions to drive innovation and growth in an ever-changing technological landscape.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
Companies are deploying OCI alongside other major clouds for performance, flexibility, cost savings, ISG Provider Lens ® report says
A growing number of U.S. enterprises are adopting Oracle Cloud Infrastructure (OCI) alongside other hyperscale cloud services as part of a surge in public cloud use in the U.S., according to a new research report published today by Information Services Group ( ISG ) (Nasdaq: III ), a global AI-centered technology research and advisory firm.
The 2025 ISG Provider Lens ® Oracle Cloud and Technology Ecosystem report for the U.S. finds that many organizations are migrating to the cloud not just to cut costs and gain access to new IT infrastructure but for greater agility to compete in changing markets. As data and AI become key sources of business value, companies are using cloud capabilities to turn transactional systems into tools for prediction and personalization. Changing regulations and demands for governance and sustainability continue to complicate enterprise operations. Amid these trends, Oracle has evolved from a traditional software vendor to a leader in cloud platforms and services.
“Large U.S. enterprises are engaging with multiple cloud providers to realize their digital transformation goals,” said Bill Huber, partner, ISG Digital Transformation and Cost Optimization. “Many data-driven companies find that Oracle’s broad portfolio of applications and cloud resources meets their increasingly complex requirements.”
Multicloud environments, which often include private and hybrid cloud deployments, give organizations access to best-of-breed technologies and help them innovate at scale, ISG says. Enterprises building these environments are turning to OCI for its performance, flexibility of deployment and lower costs. As they integrate OCI alongside AWS, Microsoft Azure and Google Cloud, Oracle is catching up with its larger cloud rivals as the fourth hyperscale platform provider.
As enterprises in the U.S. experiment with AI and increasing deploy it in production, they are tapping into Oracle’s end-to-end platform for developing and deploying AI agents and agent teams across organizations, the report says. In 2025, Oracle announced enhancements to its AI Agent Studio for Fusion Applications, including a dedicated AI Agent Marketplace. Recent enhancements to Oracle Fusion Data Intelligence, which provides analytics for Oracle Cloud applications, give companies new ways to use AI to derive more value from their enterprise data.
Service providers play a critical role in making Oracle technology deployments successful by combining deep domain expertise with Oracle’s platform capabilities, the report says. Enterprises in the U.S. engage with global system integrators, regional consulting firms, managed service providers and specialized boutique partners for help in implementing Oracle offerings to meet their specific needs.
“Oracle’s diverse and expanding ecosystem of service and solution providers multiplies the power and potential of its technologies,” said Siddharth Idnani, lead author of the report. “Enterprises have a broad selection of partners to engage with as they carry out transformations enabled by AI and multicloud architectures.”
The report also explores other trends in the U.S. Oracle ecosystem, including changing licensing models and the emergence of the Oracle AI Data Platform for making data AI-ready.
For more insights into challenges faced by enterprises using Oracle in the U.S., along with ISG’s advice for addressing them, see the ISG Provider Lens ® Focal Points briefing here .
The 2025 ISG Provider Lens ® Oracle Cloud and Technology Ecosystem report for the U.S. evaluates the capabilities of 32 providers across three quadrants: Professional Services, Managed Services and OCI Solutions and Capabilities.
The report names Accenture, Cognizant, Deloitte, HCLTech, Infosys, LTIMindtree, TCS and Wipro as Leaders in all three quadrants. It names Capgemini, KPMG and PwC as Leaders in two quadrants each. Centroid is named as a Leader in one quadrant.
In addition, Capgemini and IBM are named as Rising Stars — companies with a “promising portfolio” and “high future potential” by ISG’s definition — in one quadrant each.
In the area of customer experience, Cognizant is named the global ISG CX Star Performer for 2025 among Oracle Cloud and Technology Ecosystem providers. Cognizant earned the highest customer satisfaction scores in ISG's Voice of the Customer survey, part of the ISG Star of Excellence™ program , the premier quality recognition for the technology and business services industry.
Customized versions of the report are available from Capgemini and Cognizant .
The 2025 ISG Provider Lens ® Oracle Cloud and Technology Ecosystem report for the U.S. is available to subscribers or for one-time purchase on this webpage .
About ISG Provider Lens ® Research
The ISG Provider Lens ® Quadrant research series is the only service provider evaluation of its kind to combine empirical, data-driven research and market analysis with the real-world experience and observations of ISG's global advisory team. Enterprises will find a wealth of detailed data and market analysis to help guide their selection of appropriate sourcing partners, while ISG advisors use the reports to validate their own market knowledge and make recommendations to ISG's enterprise clients. The research currently covers providers offering their services globally, across Europe, as well as in the U.S., Canada, Mexico, Brazil, the U.K., France, Benelux, Germany, Switzerland, the Nordics, Australia and Singapore/Malaysia, with additional markets to be added in the future. For more information about ISG Provider Lens research, please visit this webpage .
About ISG
ISG (Nasdaq: III ) is a global AI-centered technology research and advisory firm. A trusted partner to more than 900 clients, including 75 of the world’s top 100 enterprises, ISG is a long-time leader in technology and business services that is now at the forefront of leveraging AI to help organizations achieve operational excellence and faster growth. The firm, founded in 2006, is known for its proprietary market data, in-depth knowledge of provider ecosystems, and the expertise of its 1,600 professionals worldwide working together to help clients maximize the value of their technology investments.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260119749816/en/
Laura Hupprich, ISG
+1 203-517-3100
laura.hupprich@isg-one.com
Julianna Sheridan, Matter Communications for ISG
+1 978-518-4520
isg@matternow.com
FAQ**
How does Information Services Group Inc. III assess the competitive positioning of Oracle Cloud Infrastructure (OCI) compared to other hyperscale cloud providers like AWS, Microsoft Azure, and Google Cloud?
What specific trends in enterprise technology adoption has Information Services Group Inc. III identified that are driving the shift towards multicloud environments that include OCI?
In what ways does Information Services Group Inc. III view Oracle's evolving role in the marketplace as it shifts from traditional software vendor to a leader in cloud platforms and services?
How does Information Services Group Inc. III evaluate the importance of service providers in the successful deployment of Oracle technology within multicloud architectures?
**MWN-AI FAQ is based on asking OpenAI questions about Information Services Group Inc. (NASDAQ: III).
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