Oracle Corporation and KPMG Launch New AI Initiatives to Enhance Enterprise Cloud Solutions
Oracle Corporation (NYSE: ORCL) is recognized as one of the best cloud computing stocks to invest in currently. On August 7, KPMG LLP announced new initiatives aimed at supporting its customers in deploying and managing AI agents. These AI agents have the potential to transform enterprise data management and streamline business processes.
KPMG continues to invest heavily in AI technologies and assists organizations in creating and deploying AI agents tailored to unique business needs. This is facilitated through Oracle Cloud Infrastructure (OCI) Generative AI Service and Oracle AI Agent Studio for Fusion Applications.
A key highlight of these initiatives is KPMG's Workbench, a global AI platform designed to enable interoperable agent-to-agent communication. Workbench integrates AI capabilities from Oracle’s platforms, allowing clients to select the most appropriate AI model or agent for specific tasks.
In Q4 2025, Oracle reported total revenues of $15.9 billion, marking an 11% year-over-year increase in both USD and constant currency. Cloud services and license support revenues grew 14% to $11.7 billion, while cloud license and on-premise license revenues increased 9% to $2.0 billion.
Oracle projects its total cloud growth rate—encompassing applications and infrastructure—to accelerate from 24% in fiscal year 2025 to over 40% in fiscal year 2026. Additionally, cloud infrastructure growth is expected to rise from 50% in FY 2025 to more than 70% in FY 2026.
Investment management firm Kovitz Investment Group Partners, LLC, in its Q2 2025 investor letter, noted:
"Oracle Corporation (NYSE: ORCL) continues to demonstrate strong traction in scaling its cloud infrastructure and applications businesses. Growth in contracted backlog exceeded expectations at +41% in FY25 and management is expecting it to more than double in FY26. Revenue growth is also expected to accelerate materially with management indicating they expect to exceed their prior targets for the next two years. Lastly, the company recently disclosed that their fiscal year is off to a strong start with multiple new cloud contracts signed already, including one that is expected to generate more than $30 billion in annual revenue beginning in FY28."
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Source: Oracle Corporation (ORCL): KPMG Announces New Initiatives to Support Customers Deploy and Manage AI Agents
Frequently Asked Questions (FAQ)
Oracle and KPMG AI Initiatives
Q: What is the primary goal of the new initiatives launched by Oracle and KPMG?
A: The primary goal is to support customers in the deployment and management of AI agents, which can transform enterprise data management and streamline business processes.
Q: What Oracle services are being utilized for these AI initiatives?
A: The initiatives leverage Oracle Cloud Infrastructure (OCI) Generative AI Service and Oracle AI Agent Studio for Fusion Applications.
Q: What is KPMG's Workbench?
A: KPMG's Workbench is a global AI platform designed to enable interoperable agent-to-agent communication, allowing clients to select the most appropriate AI model or agent for specific tasks.
Q: How does KPMG's Workbench integrate with Oracle's platforms?
A: Workbench integrates AI capabilities from Oracle’s platforms, enabling clients to choose from various AI models and agents for their needs.
Oracle's Financial Performance and Outlook
Q: What were Oracle's total revenues in Q4 2025?
A: Oracle reported total revenues of $15.9 billion in Q4 2025.
Q: How did Oracle's cloud services and license support revenue perform?
A: Cloud services and license support revenues grew 14% to $11.7 billion.
Q: What is Oracle's projected cloud growth rate?
A: Oracle projects its total cloud growth rate to accelerate from 24% in FY2025 to over 40% in FY2026.
Q: What is the outlook for Oracle's cloud infrastructure growth?
A: Cloud infrastructure growth is expected to rise from 50% in FY2025 to more than 70% in FY2026.
Q: What did Kovitz Investment Group Partners, LLC observe about Oracle's performance?
A: They noted strong traction in scaling cloud infrastructure and applications, exceeding contracted backlog expectations, and anticipated accelerating revenue growth. They also highlighted a significant new cloud contract expected to generate over $30 billion in annual revenue.
Crypto Market AI's Take
The partnership between Oracle and KPMG signifies a broader trend where major technology and consulting firms are integrating advanced AI capabilities into their enterprise cloud solutions. This move by Oracle, a leader in enterprise software and cloud infrastructure, to enhance its offerings with sophisticated AI agents, mirrors the advancements seen in the cryptocurrency space. At
Crypto Market AI, we are also focused on leveraging AI to deliver intelligent market insights and trading solutions. Our platform utilizes
AI Agents to analyze complex market data, predict trends, and offer automated trading strategies, aiming to democratize sophisticated financial tools for a wider audience. Understanding the infrastructure and strategic growth of companies like Oracle provides valuable context for the evolving landscape of AI and its impact on various industries, including the financial sector.
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