Oracle brings Fusion Claw to agentic supply chain management

Oracle has launched a new suite of supply chain management applications for its Fusion Agentic Applications, powered by Claw.

Fusion Claw is a governed runtime that lets Oracle's agentic applications run computations, simulations, and continuous replanning within set permissions. Oracle introduced it on September 29. It is powered by frontier models including Gemini and OpenAI, and Oracle said it plans to support more over time.

Derek Gittoes, Vice President, Supply Chain Management Product Strategy, Oracle, said Claw gives the applications dedicated compute and capacity for large-scale work such as simulations and optimisations, which suits planning-heavy supply chain tasks. 

"Think simulations. Think optimizations - that's very relevant in supply chain because a lot of supply chain isplanning oriented. What's the best way to you know allocate my scarce manufacturing capacity, inventory, etc," he said. "Claw allows for not just simulations, but multiple simulations of let's say different scenarios with different assumptions, so that you can then do a side-by-side comparison."

He said the Supply Planning Allocation application helps decide how to allocate scarce resources to meet demand. For example, a company building data centres has a finite supply of GPUs and racks.

Shipment Load Planning capabilities target freight costs by adjusting order quantities so purchases fill a truckload or a container. For example, he said it weighs the cost of holding stock ordered too early against the risk to customer demand if orders are delayed. It then proposes purchase order sizes and timing that meet a target service level.

The third application, Procurement Spend, reviews spending on direct components and raw materials. Gittoes said it looks for off-contract buying and for items now bought in volumes that may justify negotiating a more strategic agreement with the supplier.

He said the underlying Claw technology had been in development for about 12 months and that Oracle's supply-chain team selected its initial use cases based on their potential impact within modern supply chain management.

A fourth application, the Claw-powered bill-of-materials risk analyser assesses a product's components across several risk dimensions, including where each is sourced, he said. Users can simulate sourcing from different countries at known tariff rates, or from one country under different assumptions about future tariffs. The analysis shows how costs would rise and margins erode.

The Award Scenario Simulator helps procurement teams decide who wins business, and a Cost Accounting Close that helps finance teams explain changes in gross margin from one period to the next was also announced.

Asked about cross-border supply-chain uncertainty, Gittoes pointed to tools that can model potential tariff scenarios and compare suppliers on tariff exposure, lead times and quality.

Gittoes said Oracle is seeing heightened customer interest in foreign trade zones, which can help manufacturers defer or reduce duties on imported goods. Oracle's Global Trade Management solution supports the reporting and inventory tracking required to manage those programs.

While the solution predates the Claw launch, Gittoes said the cost and margin application and the bill-of-materials risk analyser can add to it. They show where duties erode margin and factor actual or potential tariffs into component and supplier choices at the design stage.

Without a foreign trade zone, a manufacturer pays customs charges when a component is imported, even if it is not used in a finished product for weeks or months. A zone allows payment to wait until the component is consumed. Running such programs requires software for reporting and inventory tracking. That includes which imported component went into which finished good, and whether it was re-exported.

"Fom the perspective of a U.S.-based manufacturer: programs that can help them either reduce the tariffs that they pay, or at a minimum, delay the point in time in which they need to actually pay the tariff," said Gittoes. "To run those types of programs, unless you have software for all the reporting, tracking of inventory to know exactly what's imported for [a] component ... and if it was re-exported out of the country you need systems to do that."