
Oracle, Nvidia Expand Partnership to Boost AI-Related Computational Work

Oracle Corp and Nvidia Corp are expanding their partnership by adding tens of thousands of Nvidia's chips to boost artificial intelligence- related computational work in Oracle's cloud.
The partnership comes as more companies use AI and the AI models become more complex, requiring a ramp-up in data center infrastructure investments.
It is unknown about how much the additional hardware would cost or how many chips were being sold, but the companies say that the expansion includes Nvidia's A100 and its most advanced H100 GPUs or graphics processing units.
Those two chips were also put on an export control list to China over a month ago. Nvidia said at the time it had included $400 million of potential sales to China which could be impacted in its third-quarter earnings outlook.
According to Manuvir Das, who is in charge of enterprise computing at Nvidia, the Oracle partnership includes increased cooperation to make the AI software run more efficiently on Oracle Cloud and to provide more support to Oracle's customers
While there are many AI chip startups challenging Nvidia, however, according to Clay Magouyrk, who is in charge of Oracle Cloud Infrastructure, there is not much of an opening for the newcomers.
He further went on to say, "If you look at the pace at which Nvidia is innovating every 12 to 18 months, they come out with a platform that's 10 to 50 times better. I believe that for someone to be able to attack that dominance, Nvidia is going to have to stumble”.
According to Manuvir Das, who is in charge of enterprise computing at Nvidia, the Oracle partnership includes increased cooperation to make the AI software run more efficiently on Oracle Cloud and to provide more support to Oracle's customers.