Oracle's Massive Nvidia Chip Buy

Oracle's Massive Nvidia Chip Buy

23 May 2025

Oracle is reportedly investing $40 billion in Nvidia chips to bolster OpenAI's new US data centre. This infrastructure project, consuming 1.2 gigawatts, aims to be one of the world's largest. The collaboration seeks to provide substantial computing resources for advanced AI model development. Oracle's commitment underscores the escalating demand for AI infrastructure and the strategic importance of partnerships in driving AI innovation.

Furthermore, Oracle, Nvidia, and OpenAI are also collaborating on the 'Stargate UAE' project, a major AI data centre in Abu Dhabi. Nvidia will supply Grace Blackwell GB300 systems, with Cisco providing AI-ready networking. This project aligns with the US Stargate initiative and highlights a global effort to expand AI capabilities. The first phase, a 200-megawatt AI cluster, is expected to be operational in 2026.

These initiatives reflect a broader trend of tech giants joining forces to meet the growing computational demands of AI. With significant investments in both US and international data centres, Oracle, Nvidia, and OpenAI are positioning themselves at the forefront of AI infrastructure development.

Source:ft.com

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Published on 23 May 2025
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