Oracle and Amazon Web Services (AWS) announced the general availability of Oracle Exadata Database Service on Exascale Infrastructure on Oracle AI Database@AWS. The firms also signed an expanded long-term strategic collaboration agreement focused on accelerating customer migration to the platform. This development coincides with a broader expansion of Oracle's cloud capabilities, including a new partnership in quantum computing.

The new service extends Exadata performance and pay-per-use economics to organizations of any size. It brings Exadata-class performance to Oracle AI Database workloads regardless of scale. Oracle shares were up 0.31% at $153.76 on Thursday, reflecting positive sentiment around these infrastructure announcements.

Expanded Availability and Capabilities

Oracle AI Database@AWS expanded to 22 AWS Regions spanning Asia Pacific, Europe and the Americas. The platform added new capabilities that provide enterprises a lower-cost path to migrate Oracle databases. These updates also facilitate integration with AWS analytics and AI services.

Oracle senior vice president Nathan Thomas said the database service has reached global scale just a year after its initial launch, pointing to strong enterprise demand for a simpler, lower-cost way to modernize Oracle workloads within AWS. AWS vice president Ganapathy Krishnamoorthy said the past year's adoption reflects the value customers see when running Oracle database workloads directly within AWS.

Quantum Computing Partnership

Oracle’s cloud expansion this week also included a multi-year partnership with Quantinuum Inc to bring the company's Helios quantum computer to Oracle Cloud Infrastructure. This deal gives customers access to quantum hardware alongside Oracle's existing GPU and high-performance computing resources.

Quantinuum CEO Rajeeb Hazra said the next phase of enterprise computing will come from combining quantum, AI and high-performance computing into a single environment. The deal makes Oracle the latest major cloud provider to add quantum hardware access, following similar moves by AWS and Microsoft's Azure.

Customer Adoption

Several organizations are already running business-critical workloads on Oracle AI Database@AWS. Key customers include:

• CJ Olive Young
• Kobalt Music Group
• Metropolitan Transport Authority of Barcelona

What the Numbers Show

The expansion to 22 AWS Regions indicates a significant geographic scaling of the joint infrastructure offering. This broad availability supports the stated goal of accelerating customer migration by reducing latency and data residency constraints for global enterprises. The focus on "pay-per-use economics" alongside "Exadata-class performance" suggests a strategy to capture smaller or variable-scale workloads that previously may have required dedicated hardware commitments. The addition of quantum computing capabilities positions Oracle to compete directly with AWS and Microsoft Azure in emerging high-performance computing segments.

Oracle Corp (NYSE: ORCL) shares traded higher on Wednesday, rising 2.50% to $149.11, following the announcement of a strategic partnership with Quantinuum (NASDAQ: QNT). The multi-year agreement will integrate Helios quantum computing capabilities into Oracle Cloud, reinforcing the company’s focus on expanding its high-performance computing infrastructure alongside its existing GPU offerings.

Quantum Computing Expansion

The collaboration with Quantinuum marks a significant step in Oracle’s strategy to advance its cloud capabilities in emerging technology sectors. By bringing Helios quantum computing to its platform, Oracle aims to address future technology landscape requirements. This move aligns with the company’s broader efforts to innovate within the rapidly evolving tech market.

New AI Applications for HR and Health

Beyond quantum computing, Oracle disclosed several new product developments focused on artificial intelligence. The company introduced new Fusion Agentic Applications and AI agents for human resources, designed to enhance workforce development and internal mobility. Built into Oracle Fusion Cloud Applications, these tools utilize coordinated AI agents to reason, make decisions, and execute tasks within business workflows using secure access to enterprise data.

Additionally, Oracle announced that its AI-powered Health Patient Portal is now generally available in the U.S. The platform combines a consumer-friendly interface with secure integration into Oracle Health’s electronic health records (EHR). It allows patients to review medical records, connect with providers, and receive plain-language explanations of diagnoses and treatment options.

Technical Outlook and Valuation

Oracle’s stock price of $149.69 sits 12.7% above its 20-day simple moving average (SMA) of $132.16, indicating a bullish short-term trend. However, the stock remains 4.3% below its 50-day SMA of $155.65, suggesting potential resistance at that level. The Relative Strength Index (RSI) stands at 54.26, reflecting neutral momentum without immediate signals of being overbought or oversold.

Key technical levels include:

• Key Resistance: $149.00
• Key Support: $135.00

Earnings Preview and Analyst Views

Oracle is scheduled to provide its next financial update on September 8, 2026. Analyst estimates for the period project an earnings per share (EPS) of $1.67, up from a previous estimate of $1.47. Revenue estimates stand at $19.13 billion, compared to a prior estimate of $14.93 billion. The implied valuation places the stock at a P/E ratio of 25.0x.

The stock carries a Buy consensus rating with an average price forecast of $258.50. Recent analyst actions include:

• UBS: Maintained Buy rating but lowered target to $245.00 on August 6.
• CLSA: Initiated coverage with a Hold rating and a $145.00 target on July 20.
• Bernstein: Maintained Outperform rating and raised target to $325.00 on June 11.

What the Numbers Show

Oracle’s Benzinga Edge scorecard reveals a divergence between growth potential and current valuation metrics. While the Growth score is strong at 95.29, indicating robust expansion potential, the Value score is weak at 19.27, suggesting the stock trades at a steep premium relative to peers. Additionally, the Momentum score of 6.34 indicates underperformance against the broader market despite the positive news flow.

ETF Holdings

Oracle holds significant weight in major technology ETFs, which may influence trading volume based on fund flows:

• iShares Expanded Tech-Software Sector ETF (BATS: IGV): 5.87% weight
• First Trust NASDAQ Technology Dividend Index Fund (NASDAQ: TDIV): 5.21% weight
• First Trust Dow Jones Internet Index Fund (NYSE: FDN): 4.30% weight