Oracle expands Google Cloud partnership with AI agent that queries databases in plain English

Oracle Google Cloud Partnership Introduces Natural Language Database Access

Oracle Corp. has expanded its collaboration with Google Cloud, unveiling the Oracle Artificial Intelligence Database Agent for Gemini Enterprise that fundamentally changes how business users interact with enterprise data 1

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. The tool allows customers to access Oracle data using natural language queries without writing SQL code or understanding complex database schemas, addressing a persistent bottleneck in enterprise analytics where business teams traditionally depend on IT departments to translate questions into technical queries 1

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The Oracle AI Database Agent will be available through Google Cloud Marketplace for customers running Oracle Autonomous Database on Google Cloud, building on the existing AI Database@Google Cloud service currently available in 15 regions 1

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. "When most business users want a question answered or a report, they contact IT," said Arpan Shah, senior vice president of database product marketing at Oracle. "With the announcement, business users will be able to ask questions right through Gemini Enterprise in natural language" 1

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Simplifying Data Queries While Maintaining Security

What sets this natural language database solution apart from competing tools is its architecture. Unlike systems that extract or replicate data into separate AI pipelines, Oracle keeps query processing entirely inside the database layer. "There's no data moved; it's all done securely," Shah explained 1

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. This approach preserves data governance by enforcing security controls at the database level using existing access privileges, with user identity propagated from the front-end interface to ensure query results reflect only authorized data 1

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Nathan Thomas, senior vice president of product management at Oracle Cloud Infrastructure, emphasized the strategic advantage: "By applying AI directly to enterprise data at the database layer, customers can improve accuracy, strengthen controls, and use models more efficiently without exposing sensitive data or adding complexity" 2

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. The architecture leverages Oracle's recently introduced deep data security capabilities, enabling fine-grained controls at the row and column level 1

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Streamlining Business Intelligence and AI Development Workflows

The integration targets both end-user business intelligence scenarios and developer-focused AI development workflows. Beyond allowing business users to query through Gemini Enterprise, developers can incorporate the agent into applications built on Google Cloud's Vertex AI platform, with support for agent-to-agent interactions for complex workflows 1

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. Oracle co-locates database services with application and AI endpoints within the same cloud region to minimize latency, though executives acknowledged tradeoffs remain in cross-region or multicloud scenarios where dedicated interconnects are required 1

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The solution could also enhance data handling and decision-making while reducing costs. By shifting semantic interpretation and query generation into the database, customers decrease reliance on token-based processing in external AI services 1

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. The agent will be available at no additional cost for existing Oracle Autonomous Database customers on Google Cloud, with initial limited access during rollout and broader availability expected later this summer 1

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Market Response and Financial Outlook

Oracle is scheduled to provide its next financial update on June 10, 2026, with analysts projecting EPS of $1.81, up from $1.70, and revenue estimates of $19.09 billion, up from $15.90 billion 2

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. The stock carries a Buy rating with an average price target of $249.26 according to analyst consensus, though opinions vary widely 2

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. Guggenheim Securities senior managing director John DiFucci called Oracle "grossly undervalued" with a $400 price target, the highest on the Street 2

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. Oracle's stock price was trading at $185.41, up 2.34%, positioned approximately 42% below its 52-week high of $345.72 but showing strong short-term momentum with trading 21.8% above its 20-day simple moving average 2

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