Despite being smaller than other tech giants like Amazon Web Services, Microsoft Azure, and Google Cloud, Oracle Cloud Infrastructure (OCI) is said to offer better flexibility and can meet specific customer requirements. Oracle is increasing its investments in AI, with Ellison stating that frontier AI models in the next three years will cost $100 billion to train. OCI aims to become a leader in AI processing, with Ellison emphasizing the importance of being the first in the field.
Key takeaways:
- Oracle founder Larry Ellison and Elon Musk had to persuade Nvidia CEO Jensen Huang to supply Oracle with its latest GPUs.
- Oracle plans to create a Zettascale AI supercluster composed of 131,072 Nvidia GB200 NVL72 Blackwell GPUs, more powerful than Musk and xAI’s Memphis Supercluster.
- Oracle has secured permits to build three modular nuclear reactors to meet its power needs, but may use massive mobile generators in the meantime.
- Despite being smaller than other tech giants, Oracle Cloud Infrastructure (OCI) has a distinct advantage in terms of flexibility and meeting specific customer requirements.