Oracle (ORCL) Expands Its Agentic AI Push Through U.S. Defense Partnerships

With an upside potential of 27.1%, Oracle Corporation (NYSE:ORCL) earns its place on our list of the best agentic AI stocks to buy right now.

Oracle (ORCL) Expands Its Agentic AI Push Through U.S. Defense Partnerships

Oracle Corporation (NYSE:ORCL) is solidifying its position as a major enabler of agentic AI in national security, with momentum growing across defense contracts and key deployments.

On May 1, 2026, a significant step toward establishing an AI-first military force came when the U.S. Department of Defense announced it would leverage Oracle’s cutting-edge AI capabilities within its classified networks.

The project is designed to improve data synthesis, situational awareness, and real-time decision-making across enterprise operations, intelligence, and warfighting by directly integrating generative and agentic AI into secure environments. Oracle Corporation (NYSE:ORCL) highlighted that the Department can scale AI models without vendor lock-in by using its network of ten government-dedicated cloud regions that support highly classified workloads, including Top Secret and Special Access Program workloads.

The partnership highlights Oracle Corporation (NYSE:ORCL)’s contribution to the deployment of AI in situations where operational precision is crucial.

That arrangement strengthens a defense footprint that is already growing.

Earlier this year, Oracle Corporation (NYSE:ORCL) was given an $88 million Cloud One task order from the Department of the Air Force, extending its involvement in defense cloud modernization until December 7, 2028. This contract strengthens Oracle’s capacity to operationalize autonomous decision systems by enabling the safe deployment of Oracle AI Database 26ai for agentic AI workflows.

Oracle Corporation (NYSE:ORCL) provides information technology-related products and services to enterprises through its main business segments: Cloud and License, Hardware, and Services. The company is based in Austin, Texas, and was founded in June 1977 by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates.

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