Oracle collaborates with Microsoft to enhance manufacturing supply chains

LAS VEGAS - Oracle (NYSE:ORCL), a prominent player in the software industry with annual revenue of $59.02 billion, announced a collaboration with Microsoft to develop an integration blueprint aimed at improving manufacturing supply chain efficiency, according to a press release statement issued Wednesday. According to InvestingPro analysis, Oracle’s stock is currently trading above its Fair Value, reflecting strong investor confidence in its strategic initiatives.

The integration will connect Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) with Microsoft’s Azure IoT Operations and Microsoft Fabric, enabling manufacturers to capture real-time data from factory equipment and sensors.

The collaboration focuses on three key capabilities: establishing secure data flows between factory floor and enterprise systems, automating business events based on production changes, and providing standardized integration practices to simplify deployment.

"This collaboration with Microsoft reflects Oracle’s commitment to Smart Operations, where real-time data drives smarter, faster, and more connected manufacturing," said Vikash Goyal, vice president of Supply Chain Planning and Execution Product Strategy at Oracle.

Yitzhak Kesselman, CVP Messaging and Real-Time Analytics at Microsoft, noted that the integration would enable organizations to "deliver tangible value across the entire supply chain by making faster, more informed decisions."

The integration aims to help manufacturers respond more quickly to production changes by automatically triggering actions in Oracle Cloud SCM based on shop floor data. These actions could include order updates, quality checks, maintenance requests, or inventory movements.

Oracle Cloud SCM is part of Oracle Fusion Cloud Applications, which uses embedded AI to analyze supply chain data and help improve business operations.

Oracle (NYSE:ORCL) announced the collaboration during its Oracle AI World event in Las Vegas.

In other recent news, Oracle has introduced several advancements and partnerships that highlight its ongoing commitment to enhancing cloud and AI capabilities. Oracle announced the general availability of its AI Data Platform, aimed at helping enterprises integrate generative AI models with their data securely. This platform combines automated data ingestion and semantic enrichment to streamline the development of AI applications. Additionally, Oracle has unveiled its next-generation AI supercomputer, OCI Zettascale10, which boasts up to 16 zettaFLOPS of peak performance, positioning it as a significant player in the cloud computing space.

Several AI startups, including Baseten and Luma AI, have chosen Oracle Cloud Infrastructure (OCI) to support their AI workloads, taking advantage of its high-performance storage and flexible compute options. Oracle also introduced new networking capabilities in its Oracle Acceleron suite, designed to enhance workload performance and availability without additional costs. In a strategic move, PwC has expanded its use of Oracle Fusion Cloud ERP to standardize financial operations across its global network. These developments underscore Oracle’s efforts to provide comprehensive solutions for both enterprise and AI-driven initiatives.

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