Oracle expands AWS partnership, adds Exadata service

Oracle Corp (NYSE: ORCL ) shares are trading higher Thursday, adding to a strong weekly performance.

The company expanded its cloud partnership with Amazon Web Services (AWS) and rolled out a new database offering, adding to a string of announcements lifting AI infrastructure stocks this week.

Oracle stock is showing downward bias.

Where are ORCL shares going? Oracle Expands AWS Partnership And Launches New Exadata Service Oracle and AWS signed an expanded, long-term strategic collaboration agreement aimed at accelerating customer migration to Oracle AI Database@AWS, which is now available across 22 AWS regions spanning Asia Pacific, Europe and the Americas.

Oracle also announced the general availability of its Exadata Database Service on Exascale Infrastructure, extending Exadata-level performance and pay-per-use pricing to organizations of any size.

Executives from both companies commented on the momentum behind the partnership.

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, where they can pair that data with AWS’s broader analytics and AI tools.

Oracle, Quantinuum Deal Oracle’s cloud expansion this week wasn’t limited to AWS.

The company also struck a multi-year partnership Tuesday with Quantinuum Inc (NASDAQ: QNT ) to bring the company’s Helios quantum computer to Oracle Cloud Infrastructure, giving 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, both of which already offer multi-vendor quantum computing through their own platforms.

Strong Neocloud Earnings Lift Broader AI Infrastructure Sentiment Oracle is also benefiting from a broader lift in AI infrastructure sentiment this week.

CoreWeave Inc (NASDAQ: CRWV ) reported better-than-expected results for the second quarter and raised its gull-year guidance, citing strong demand.

CoreWeave also raised prices across its AI computing services by roughly 25% in July and is separately passing along higher hardware costs to customers as demand keeps climbing, CFO Nitin Agrawal told analysts on the company’s earnings call this week.

Nebius Group NV (NASDAQ: NBIS ) added to that momentum, posting second-quarter revenue of $582.3 million, well above Wall Street estimates and powered by a core AI cloud business that grew 514% year-over-year.

The company closed four cloud deals during the quarter with an average contract value above $1 billion each.

CEO Arkady Volozh said Nebius could sell all of its 2027 capacity today if it chose to, though he noted the company is holding some capacity back to meet short-term client needs at premium pricing.

ORCL Shares Are Climbing ORCL Price Action: Oracle shares were up 0.31% at $153.76 at the time of publication on Thursday, according to Pro.

Read Also: AMD’s 2027 Server Revenue Outlook Is Already 20% Bigger Than the Entire 2025 Market Image: Shutterstock