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Oracle to Offer Elon Musk’s Grok 3 AI Model to Enterprise Customers

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Oracle announced on Tuesday that it will integrate Grok 3, the latest large language model developed by Elon Musk’s xAI, into its cloud infrastructure portfolio for corporate clients, expanding its AI offerings alongside models from Meta, Mistral, and Cohere.

Grok 3, which debuted in February 2025, was previously available to premium subscribers on Musk’s X platform and to developers through xAI. Now, Oracle Cloud Infrastructure (OCI) will host the model in its data centers, allowing business users to run Grok 3 with full enterprise-grade security and data residency protections.

“Our goal here is to make sure we can provide a portfolio of models — we don’t have our own,” said Karan Batta, Oracle’s Senior VP of Cloud Infrastructure. “That’s the current strategy. We are going to be the one that offers all of them.”

This collaboration aligns with Oracle’s strategy of being a multi-model platform, enabling clients to integrate a variety of AI systems into their enterprise workflows without compromising on data sovereignty or compliance requirements.

What It Means for the Market

  • Grok 3, which competes with models from OpenAI and DeepSeek, will now be accessible to companies who prefer Oracle’s security and compliance environment.

  • Oracle’s move reflects rising demand from businesses seeking access to cutting-edge AI models without having to rely on public-facing APIs that may expose sensitive data.

This announcement follows broader trends of cloud providers forming strategic partnerships with AI startups to diversify their AI ecosystems, especially as businesses become more discerning about how and where their data is processed.

Oracle Boosts Annual Revenue Forecast Amid Strong Cloud Demand, Shares Surge

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Oracle raised its annual revenue growth forecast on Wednesday, driven by strong demand for its cloud services, particularly as businesses ramp up AI deployments. The company now expects fiscal 2026 revenue to reach at least $67 billion, up from its previous projection.

CEO Safra Catz revealed on a post-earnings call that Oracle anticipates its total cloud growth — including applications and infrastructure — to jump from 24% in fiscal 2025 to over 40% in fiscal 2026.

Oracle’s growth momentum is mainly fueled by its Oracle Cloud Infrastructure (OCI) platform and its support for AI workloads. Industry experts note that Oracle’s multi-cloud strategy and deep integration with enterprise applications have made OCI a critical component for many customers’ data needs.

Rebecca Wettemann, CEO of analyst firm Valoir, highlighted Oracle’s ability to embed generative AI capabilities into its cloud application suite without additional costs as a key factor reducing adoption barriers and encouraging experimentation.

For the quarter ending May 31, Oracle reported revenue of $15.90 billion, surpassing analysts’ expectations of $15.59 billion. The cloud services and license support segment, Oracle’s largest, posted $11.70 billion in revenue, up 14% year-over-year.

Adjusted earnings per share were $1.70, beating estimates of $1.64.