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From NetApp Integrates ONTAP Natively into Oracle Cloud Infrastructure (OCI)

How will the native integration of NetApp's ONTAP storage into OCI affect Oracle Corporation?

Oracle Corporation gains a native storage service to accelerate cloud migration The partnership introduces a fully managed storage service running NetApp’s ONTAP software natively inside Oracle Cloud Infrastructure (OCI). This co-engineered offering allows enterprises to migrate mission-critical applications from on-premises data centers to OCI without requiring application redesign. Furthermore, the integration enables customers to run Oracle’s AI efforts directly where their data resides, expanding OCI's utility in the AI-driven enterprise market.

Reported by 1 independent outlet Written Oct 5
Effect
Strong positive
How direct
2 steps, all reported
When
Within months
The story
Gone quiet

How it reaches Oracle Corporation

Reported by news outlets

Tap any step to see the evidence behind it.

The facts so far

As reported. Each one links to where it comes from.

  • The offering is a fully managed storage service running NetApp’s ONTAP data management software natively inside Oracle Cloud Infrastructure.siliconangle.com
  • The integration is co-engineered and co-developed, not a third-party add-on.siliconangle.com
  • The service allows customers to bring systems running on-prem to OCI without application redesign.siliconangle.com
  • The companies plan to co-sell the service, drawing on NetApp’s experience with other hyperscalers.siliconangle.com

Why it matters

The storage layer is often the biggest bottleneck in cloud infrastructure modernization, frequently requiring mission-critical applications to be redesigned from scratch. By providing a native ONTAP solution, Oracle Corporation addresses this major hurdle, making its cloud platform more attractive to enterprises with large, established data estates.

This partnership strengthens Oracle’s position in the competitive hyperscale AI cloud market, where companies like Amazon and Google are also vying for enterprise workloads. The ability to run AI directly on existing enterprise data, rather than requiring data movement, is a key differentiator that helps Oracle Corporation compete against rivals.

What we don't know yet

  • What are the specific pricing models for the co-engineered ONTAP service?
  • What is the expected adoption rate of this service among existing NetApp customers?

What would change this answer

The service achieves high adoption rates among large enterprisesThis would confirm the service's effectiveness in solving the migration bottleneck, leading to a stronger positive impact on Oracle Corporation's revenue growth.
Competitors launch similar native storage integrationsThe competitive pressure would increase, potentially moderating the positive impact on Oracle Corporation's market share gains.

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  • About Configure, Price, Quote

    Given that the service is co-engineered, how might the complexity of this native storage offering affect the sales and pricing process for large enterprise customers?

    Explore Configure, Price, Quote

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Configure, Price, QuoteOracle Cloud Infrastructure (OCI)Oracle Corporation

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The full eventNetApp Integrates ONTAP Natively into Oracle Cloud Infrastructure (OCI) Everything aboutOracle Corporation

Brind's analysis is written by AI from the reporting linked above and can be wrong. It is not investment advice; do your own research.