The enterprise software giant's new governed agentic runtime brings its total AI-powered applications to 75, sending shares up 4.2%
Oracle just made its biggest bet yet on agentic AI, and Wall Street noticed. The company unveiled Fusion Claw at an event in Austin, Texas, a new execution runtime that effectively gives its cloud applications the ability to think, plan, and act autonomously across enterprise workflows. Shares climbed roughly 4.2% on the news.
Fusion Claw isn’t a standalone product so much as a brain transplant for Oracle’s existing Fusion Cloud Applications suite. It brings 25 newly powered agentic applications to the table, pushing the total count in Oracle’s Fusion Agentic Applications portfolio to 75. General release is expected in early October 2026.
What Fusion Claw actually does #
The system integrates third-party AI models, including Google Gemini and OpenAI, for the reasoning and planning stages of a task. But when it comes time to actually execute, Claw hands off to deterministic enterprise computation. Translation: the AI figures out what to do, but the reliable, auditable business logic does the doing.
Oracle built the system with governance, security, and audit capabilities baked in. The 25 new applications span Oracle’s core enterprise verticals. Finance gets Ledger automation. Human resources gets Workforce Staffing. Supply chain operations get Shipping Consolidation. And sales teams get Sales Territory Planning. These are production-grade tools designed for complex, prolonged tasks including optimization, simulation, and continuous replanning at scale.
On the connectivity side, Fusion Claw supports integration through APIs, Model Control Protocol, and Agent2Agent protocol. The architecture is designed to optimize when to call an AI model for reasoning versus when to use traditional computation for execution.
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The NetApp partnership adds storage muscle #
Oracle also revealed a partnership with NetApp to launch the OCI NetApp Storage Service. This fully managed offering integrates NetApp’s ONTAP storage operating system directly into Oracle Cloud Infrastructure.
Enterprises running mission-critical workloads on NetApp storage can migrate to Oracle’s cloud without rearchitecting their storage environment. That includes AI pipelines, which are notoriously storage-hungry and sensitive to latency. General availability for the NetApp service is targeted within 12 months.
Oracle’s agentic AI strategy in context #
The Fusion Claw launch builds on Oracle’s ongoing expansion of its agentic application portfolio, which has included dozens of AI-powered tools across enterprise resource planning, human capital management, supply chain management, and customer experience. Going from 50 to 75 agentic applications in a single announcement represents a significant acceleration of that strategy.
The competitive landscape includes Salesforce’s Agentforce platform, Microsoft’s Copilot embedded across its enterprise stack, and SAP’s AI assistants integrated into its ERP offerings. Oracle’s approach—splitting reasoning from execution and wrapping everything in enterprise-grade governance—is a deliberate bet that large organizations will prioritize reliability and auditability.
Disclosure: This article was edited by Diego Almada Lopez. For more information on how we create and review content, see our