Thu Sep 12 00:27:41 UTC 2024: ## Oracle Bets Big on AI with $100 Billion Data Center Expansion

**San Francisco, CA** – Oracle is making a massive investment in artificial intelligence (AI) infrastructure, committing over $100 billion to build 2,000+ new data centers, effectively doubling its current footprint. NVIDIA will be the primary supplier of AI hardware, receiving 40% of the business.

The new data centers will be powered by a trio of nuclear reactors, showcasing the scale and ambition of Oracle’s AI push. These facilities will host zettascale OCI superclusters, housing over 100,000 AI GPUs, designed to accelerate AI training and deployment of generative AI models. Oracle will also offer NVIDIA HGX H200 Tensor Core GPUs, allowing for the connection of up to 65,536 AI GPUs for real-time inference.

“This is how crazy it’s getting,” said Oracle CEO Larry Ellison, emphasizing the scale of the project. “We’re talking about a data center north of the gigawatt. And we’re seeing the emergence of specialized AI models, such as those used for cancer detection, which require massive amounts of data and processing power.”

Ellison underscored the significant investment required to compete in the frontier AI model space, estimating the cost to enter at $100 billion over the next 5 years. He believes this competition for AI supremacy will continue for at least the next 10 years, with only a handful of companies and potentially one nation state participating.

This massive investment highlights Oracle’s commitment to becoming a leading player in the AI revolution. The company’s expansion into AI underscores the growing importance of AI for businesses and society at large.

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