Research Notes

Oracle Doubles Down on Multicloud Strategy

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Oracle Doubles Down on Multicloud Strategy

New partner program, Base Database Service, Exadata X11M, and expanded regions aim to simplify multicloud Oracle deployments and broaden accessibility.

Key Highlights:

  • First ever partner program for Oracle Database@Google Cloud announced.
  • Oracle Base Database Service coming soon to the platform.
  • Exadata X11M support now available for enhanced performance.
  • Eleven new global regions planned for Oracle Database@Google Cloud.
  • Oracle Interconnect now supports US Government Cloud.

The News

Oracle and Google Cloud have unveiled an industry-first partner program for Oracle Database@Google Cloud, allowing partners to resell the service. The announcement also includes the upcoming Oracle Base Database Service, support for Oracle Exadata X11M, availability of Oracle Interconnect for U.S. Government Cloud, and plans for eleven new regions globally. These developments are designed to simplify multicloud deployments and broaden the reach of Oracle's database services on Google Cloud. Find more details here.

Analyst Take

The deepening alliance between Oracle and Google Cloud signifies a notable maturation in the multicloud landscape. This is more than just two titans coexisting; it represents a concerted effort to streamline the complexities inherent in running mission-critical Oracle workloads on a non-native cloud platform. The introduction of a partner program is a particularly sagacious move, aiming to extend the reach and simplify the procurement process for enterprises seeking to leverage this combined offering. This program, a first of its kind, has the potential to unlock significant market opportunities by empowering system integrators and value-added resellers to incorporate Oracle Database@Google Cloud into their solution portfolios. This should resonate particularly well with organizations that prefer to consume cloud services through trusted intermediaries.

The planned availability of Oracle Base Database Service on Oracle Database@Google Cloud is another compelling development. This aims to provide a more accessible entry point for organizations looking to migrate or deploy Oracle databases in this multicloud environment. By offering automated database lifecycle management and independently scalable compute and storage with pay-as-you-go pricing, Oracle is addressing key concerns around operational overhead and cost efficiency. This aligns with a broader industry trend towards more flexible and consumption-based cloud models, as highlighted in recent analyses by firms such as Bain.

The support for the latest generation Exadata X11M hardware is a clear indication of the commitment to delivering high-performance capabilities within this multicloud construct. Exadata's reputation for exceptional performance, especially for demanding workloads like AI, analytics, and OLTP, makes its availability on Google Cloud a significant value proposition. This allows organizations to harness the power of Exadata while benefiting from Google Cloud’s extensive suite of services, including its strengths in data analytics and artificial intelligence. The ability to deploy Exadata infrastructure in a separate Google Cloud project for enhanced isolation is a thoughtful addition, addressing governance and security considerations that are paramount for many enterprises.

Furthermore, the extension of Oracle Interconnect to the U.S. Government Cloud underscores the growing importance of multicloud solutions for public sector entities. The ability to establish low latency, high bandwidth connectivity between Oracle's government cloud and Google Cloud's government region is crucial for enabling seamless integration of applications and data across these environments. This caters to the specific and often stringent requirements of government organizations, acknowledging the reality of multicloud adoption even within highly regulated sectors.

What was Announced

The key announcements center around enhanced accessibility and capabilities for Oracle Database@Google Cloud. The new partner program is architected to allow Google Cloud and Oracle partners, who are part of both the Google Cloud Partner Advantage program and Oracle PartnerNetwork, to resell Oracle Database@Google Cloud via private offers in the Google Cloud Marketplace. Transactions will exclusively use Google Cloud credits.

The upcoming Oracle Base Database Service is designed to run Oracle Database Enterprise Edition and Standard Edition 2 versions (19c and 23ai) on virtual machines. It aims to deliver automated database lifecycle management, built in low code application development capabilities, and independently scalable compute and storage resources with pay as you go pricing.

Support for Oracle Exadata X11M on Oracle Exadata Database Service on Dedicated Infrastructure is now available. This aims to provide improved performance for AI, analytics, and OLTP workloads. Additionally, Exadata infrastructure can now be deployed in a separate Google Cloud project from its virtual machine clusters.

Oracle Interconnect for Google Cloud is now available for Oracle U.S. Government Cloud customers, architected to provide scalable, high bandwidth connectivity between the Oracle U.S. Government Cloud East (Ashburn) and Google Cloud for U.S. Government Virginia (Ashburn) regions.

Eleven new regions are planned for Oracle Database@Google Cloud within the next twelve months: Melbourne, Sydney, Turin, Tokyo, Osaka, Mumbai, Delhi, Montreal, Toronto, São Paulo, and Iowa. Datacenter capacity is also slated to double in existing regions like London, Frankfurt, and Ashburn.

Looking Ahead

Based on what I am observing, the strategic alliance between Oracle and Google Cloud is moving beyond mere interoperability towards a more deeply integrated and commercially accessible offering. The introduction of the partner program is a significant step in democratizing access to Oracle Database on Google Cloud, potentially accelerating adoption among a wider range of enterprises. The key trend that I am going to be looking out for is the velocity of partner onboarding and the subsequent impact on consumption and deployment growth.

When you look at the market as a whole, the announcement today reflects a growing recognition that multicloud is not just a theoretical concept but an operational reality for many organizations. The demand for specialized database services, coupled with the desire to leverage best of breed capabilities from different cloud providers, is a powerful driver behind this trend. Oracle's willingness to embrace this reality and work collaboratively with a major competitor like Google Cloud speaks volumes about its long term strategy.

Going forward I am going to be closely monitoring how the adoption of Oracle Base Database Service progresses. Its promise of simplified management and flexible pricing could be a game changer for organizations seeking a less complex entry point into running Oracle workloads on Google Cloud. HyperFRAME will be tracking how the company does in future quarters with partner engagement and the uptake of these new services, as these will be crucial indicators of the success of this evolving multicloud strategy. The expansion into eleven new regions also signals a strong commitment to global availability and addressing customer demand in key markets. This is a space ripe with potential, and the Oracle Google Cloud partnership is shaping up to be a pivotal force within it.

Author Information

Steven Dickens | CEO HyperFRAME Research

Regarded as a luminary at the intersection of technology and business transformation, Steven Dickens is the CEO and Principal Analyst at HyperFRAME Research.
Ranked consistently among the Top 10 Analysts by AR Insights and a contributor to Forbes, Steven's expert perspectives are sought after by tier one media outlets such as The Wall Street Journal and CNBC, and he is a regular on TV networks including the Schwab Network and Bloomberg.