ISG Provider Lens Names Nine Leaders Among 38 Firms on Oracle AI Cloud

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ISG’s 2025 Provider Lens report evaluates 38 firms across three quadrants and highlights Oracle Cloud Infrastructure’s growing traction among European enterprises for AI and data workloads. The report names nine partners as Leaders in all quadrants and underscores Oracle’s multicloud and built-in AI capabilities driving potential cloud revenue growth.

1. Oracle Tapped for AI Data Center Fuel Contracts

Oracle has entered into binding long-term agreements with Energy Transfer to secure natural gas deliveries for its three AI data centers, two of which are located in Texas. Under the contracts, Energy Transfer will supply approximately 900,000 thousand cubic feet per day via lateral connections to its Hugh Brinson and North Texas pipelines. These agreements carry an average term of 20 years and are part of more than 6 billion cubic feet per day of capacity Energy Transfer has contracted with hyperscalers over the past year, underpinning predictable fuel costs and continuity of service for Oracle’s on-site generator power needs.

2. Oracle Secures Strategic Stake in TikTok US Joint Venture

In the historic transaction designed to keep TikTok operating in the United States, Oracle is one of three managing investors acquiring a 15% equity position in the newly formed TikTok USDS Joint Venture LLC. The joint venture will be majority-owned (80.1%) by U.S. entities and governed by a seven-member board controlled by American investors. Oracle will host the recommendation algorithm and user data within its domestic cloud environment, deploying enterprise-grade cybersecurity and data privacy controls to meet U.S. regulatory requirements and insulate TikTok’s backend operations from foreign access.

3. European Enterprises Accelerate Oracle Cloud and AI Adoption

According to the 2025 ISG Provider Lens® report for Europe, a growing cohort of more than 900 European organizations now view Oracle Cloud Infrastructure as a specialist platform for data- and AI-intensive workloads. The study evaluates 38 providers across Professional Services, Managed Services and OCI Solutions, naming Oracle among the top Leaders for its built-in AI agents in Fusion Applications, cost-efficient GPU instances and deep multicloud integration. European clients cite Oracle’s compliance-as-a-service offerings, FinOps governance tools and site reliability engineering practices as critical enablers for delivering low-latency, sovereign cloud deployments across regulated industries.

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