OpenAI Expands Oracle Partnership to Bring Apps and Data to ChatGPT
Key Facts
OpenAI announced on Oct. 27 that it was expanding its partnership with Oracle, including bringing Oracle applications and data into ChatGPT and developing new products and services powered by OpenAI models. Oracle is developing an AI workspace that integrates its applications and data into ChatGPT, allowing users to describe what they want to accomplish and complete approved workflows. The announcement brings enterprise applications and their data into an interface employees already use, while tying execution to the organization’s business context. The companies also announced new offerings, including tools for cybersecurity and application development, as well as a package for small businesses. The expansion follows Oracle’s announcement the previous day of two new features for Fusion Cloud applications, in a broader move to integrate AI into business execution.
In its announcement on Oct. 26, Oracle said Fusion Companion coordinates transactions, workflows, approvals and the appropriate agents, and can be accessed through supported tools such as ChatGPT or through Fusion Agentic Home. The tool takes the organization’s context, user permissions and controls into account, the company said. Chris Leone, Oracle’s executive vice president of application development, said Fusion Companion “lets employees define and execute business goals through the AI tools they already use.” The company added that AI-driven work takes place within existing identity, permissions, policy and approval controls. Fusion Agentic Home allows users to define business goals, delegate work to agents and agentic applications, and track progress through completion.
The collaboration extends to other offerings: Oracle designed AI Security Mesh to help customers detect and address vulnerabilities, while Oracle AI SMB targets small businesses, and Oracle App Composer enables application development. OpenAI said Oracle customers in the United States can purchase access to its API, Codex and ChatGPT Work through Oracle Marketplace using eligible Oracle Universal Credits. This is an existing commercial channel linking OpenAI services to Oracle’s marketplace, alongside the new integration of Oracle applications and data with ChatGPT. OpenAI said on Oct. 8 that Oracle had 130,000 active ChatGPT users and more than 95,000 active Codex users. Those figures put the product expansion on top of existing internal use at the company.
Oracle’s experience with OpenAI tools offers an example of internal use of the technology: OpenAI said a recruiting research tool developed by Oracle cut the time needed to prepare research by 98%. It said comparative recruiting research had taken two to four days to prepare, while Oracle’s team now spends about 15 to 20 minutes preparing with the tool. The example shows the collaboration moving from access to models and tools to their use in specific operational tasks within Oracle. In parallel, Oracle announced on Sept. 29 25 new applications powered by Fusion Claw, as part of a portfolio of 75 agentic applications. The company said Fusion Claw combines AI reasoning with deterministic enterprise computing, while subjecting operations to the organization’s permissions and approval requirements.
In the market, Oracle shares closed at $126.06 on Oct. 26, down from $126.16 on Oct. 23, according to EL7 data. They then rose 3.2% in morning trading on Oct. 27 to $130.07, according to an Investing.com report. The report linked the move to several factors, including investor positioning ahead of investor day, analyst reaffirmations and AI announcements, so the gain is not attributed to a single announcement. The difference in timing between the two measurements shows that the Oct. 26 close preceded OpenAI’s announcement, published the following day, while the morning prices reflect trading on the next day. Investors were awaiting Oracle’s annual meeting to present its plans and business.
The investor day comes as markets track the growth of Oracle’s AI-related cloud business and its future commitments. Reuters reported on Sept. 11 that the company had booked more than $30 billion in additional AI cloud computing contracts in the first quarter of fiscal 2027. Its remaining performance obligations rose to $664 billion, exceeding analysts’ estimates of $639.89 billion, according to the report. Oracle is scheduled to hold its investor day on Oct. 28, 2026, as part of Oracle AI World, with a livestream beginning at 10:55 a.m. Central Time. The meeting gives investors a near-term opportunity to hear company updates following announcements on AI product expansion and its partnership with OpenAI.