Oracle’s ambitious plans for an AI supercluster powered by over 130,000 NVIDIA GPUs have led to a scramble for the company’s chips. Even Elon Musk, known for his Tesla and SpaceX ventures, was reportedly at the dinner table “begging” NVIDIA CEO Jensen Huang for more GPUs. The demand for NVIDIA’s AI hardware highlights the company’s dominant position in the market and the growing need for powerful chips to fuel the artificial intelligence revolution.
Oracle is investing heavily in AI, spending over $100 billion on new data centers powered by nuclear energy and utilizing NVIDIA’s AI hardware. The company is building zettascale superclusters with tens of thousands of GPUs, accelerating the development and deployment of generative AI models. Oracle’s CEO, Larry Ellison, emphasizes the significant investment required to compete in this space, and anticipates continued growth in specialized AI models for industries like healthcare.
