Oracle announced on Thursday it would add Google’s Gemini AI models to Oracle Cloud Infrastructure, expanding its existing lineup of third-party AI models that includes Cohere, Meta, OpenAI, xAI, and Alibaba. Shares of Oracle (ORCL) climbed Thursday morning, gaining more than 6% at market open amid a broader market recovery. On Stocktwits, retail sentiment around the company has been trending in ‘bullish’ territory over the past day, accompanied by chatter at ‘high’ levels. The move adds Google’s Gemini models to Oracle’s lineup, which also includes Meta’s Llama, OpenAI models, xAI’s Grok, and Alibaba’s Qwen. Oracle said the expanded offering is designed to give businesses more flexibility when building and deploying generative AI applications. The announcement comes amid intensifying competition among cloud providers, including Microsoft, Amazon, and Google for enterprise AI workloads. This week Google raised its full‑year 2026 capex to between $195 billion and $205 billion, from $180 billion and $190 billion last quarter.