Oracle Corporation (ORCL): KPMG Announces New Initiatives to Support Customers Deploy and Manage AI Agents

Oracle Corporation (NYSE:ORCL) is one of the Best Cloud Computing Stocks to Invest in Now. On August 7, KPMG LLP announced new initiatives to support its customers in deploying and managing AI agents, which can transform enterprise data management and business processes. KPMG continues to make investments in AI and is helping organizations in creating and deploying AI agents to fit unique business needs with Oracle Cloud Infrastructure (OCI) Generative AI Service and Oracle AI Agent Studio for Fusion Applications.

A team of IT professionals meticulously crafting a large-scale enterprise performance management system.

Notably, the new initiatives follow KPMG’s launch of Workbench, which is a global AI platform designed for interoperable agent-to-agent communication. Workbench tends to integrate AI capabilities from Oracle Corporation (NYSE:ORCL)’s platforms, enabling clients to select an AI model or agent for the right task. In Q4 2025, Oracle Corporation (NYSE:ORCL)’s total revenues rose 11% YoY in USD and constant currency to $15.9 billion. Notably, the Cloud services and license support revenues rose 14% in USD and constant currency to $11.7 billion.

The Cloud license and on-premise license revenues increased 9% in USD and were up 8% in constant currency to $2.0 billion. Oracle Corporation (NYSE:ORCL) expects its total cloud growth rate—applications plus infrastructure—to increase from 24% in FY 2025 to more than 40% in FY 2026. Also, the Cloud Infrastructure growth rate is projected to rise from 50% in FY 2025 to more than 70% in FY 2026. Kovitz Investment Group Partners, LLC, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:

“Oracle Corporation (NYSE:ORCL) continues to demonstrate strong traction in scaling its cloud infrastructure and applications businesses. Growth in contracted backlog exceeded expectations at +41% in FY25 and management is expecting it to more than double in FY26. Revenue growth is also expected to accelerate materially with management indicating they expect to exceed their prior targets for the next two years. Lastly, the company recently disclosed that their fiscal year is off to a strong start with multiple new cloud contracts signed already, including one that is expected to generate more than $30B in annual revenue beginning in FY28.”

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Disclosure: None. This article is originally published at Insider Monkey.