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In the field of artificial intelligence, OpenAI and Oracle recently announced a major collaboration, committing to invest in the 'Stargate' initiative, aiming to establish more data centers in the United States. This partnership is intended to meet the growing demand for computing power and to accelerate the development of AI technology. According to insiders, OpenAI will rent a large amount of computing power from Oracle's data centers, with an estimated use of about 4.5 gigawatts of electricity. The energy consumption of this data center is so large that it could power millions of American households.

According to the Financial Times, Oracle will spend approximately $40 billion to purchase Nvidia's latest superchips, with plans to provide computing power for OpenAI. These superchips will be deployed in the first US "StarGate" data center located in Abilene, Texas. However, there are still questions about whether this data center can provide sufficient power to meet such massive computing demands. Image source note: The image is generated by AI and provided by MidJourney. This large investment will be used to purchase

Oracle CEO Safra Catz said Monday that the company expects strong revenue growth in fiscal years 2026 and 2027, reflecting a surge in demand for advanced AI computing that shows no signs of slowing. Oracle projects a 15% revenue increase in fiscal 2026 and a 20% jump in fiscal 2027, according to LSEG data, exceeding analyst expectations. Image note: Image generated by AI.

Recently, former U.S. President Trump announced a massive artificial intelligence investment project named 'Stargate', with a budget of up to $500 billion. The plan is jointly funded by OpenAI, Oracle, and SoftBank, with Trump appearing alongside the CEOs of these three companies—Sam Altman, Larry Ellison, and Masayoshi Son—at the launch event. Masayoshi Son will serve as the project's chairman, and the joint involvement of these three billionaires has attracted considerable attention. However, unexpectedly, the CEO of Tesla and SpaceX...

Oracle has announced the launch of the world's first Zettascale cloud computing cluster. This cluster is equipped with up to 131,072 NVIDIA Blackwell GPUs, capable of delivering a peak performance of up to 2.4 ZettaFLOPS. This powerful AI infrastructure enables enterprises to process large-scale AI workloads with greater flexibility and sovereignty. Oracle Cloud Infrastructure (OCI) integrates with NVIDIA's advanced GPU architecture.

Oracle deepens its partnership with Nvidia by integrating Nvidia L40S and H100 Tensor Core GPUs into its cloud infrastructure (OCI) to provide AI acceleration services. The L40S GPU serves as a general-purpose AI accelerator suitable for inference, small model training, and graphics-intensive applications. The addition of the H100 GPU offers more flexibility for businesses of various sizes to leverage AI capabilities. Oracle has also optimized it....

Tech giant Oracle recently announced the launch of HeatWave GenAI cloud service, an innovative product designed to offer comprehensive generative AI and machine learning solutions to enterprises. This service integrates multiple advanced features, including in-database large language models, enabling automated analysis at transaction and Lakehouse scale. The core advantage of HeatWave GenAI lies in its accessibility and ease of use. Enterprise customers can apply generative AI technology to thei

American tech giant Oracle predicted on Tuesday that it will achieve double-digit revenue growth by fiscal year 2025, exceeding analysts' expectations, driven by strong demand for its AI cloud services. Following the announcement, the company's stock rose 9% after hours. Oracle also announced partnerships with OpenAI, the maker of ChatGPT, and Google Cloud to expand its own cloud infrastructure to clients.

["Cohere and Oracle have partnered to launch Command and Embed models for enterprise users.","Through OCI Generative AI services, it supports various business use cases including personalized search and virtual sales representatives.","The partnership offers powerful solutions with high-performance embedding models for semantic search supporting over 100 languages.","Enterprises can customize models to create solutions tailored to specific business needs while ensuring data privacy."]

Oracle has announced the general availability of Oracle Cloud Infrastructure's Generative AI service, along with new innovations that make it easier for enterprises to leverage generative AI. The OCI Generative AI service is a fully managed service, now featuring multilingual capabilities supporting over 100 languages. Oracle's AI focus is on addressing practical business use cases to achieve widespread adoption within enterprises.

Microsoft plans to transfer part of the machine learning models used by Bing Search to Oracle's GPU superclusters to meet the high demand for its AI services. The multi-year agreement aims to help Microsoft cope with the growth of its AI services. The collaboration between Microsoft and Oracle signifies that Microsoft requires more computing resources to handle the expansion of its AI services.

Oracle plans to use AMD's AI and HPC GPUs in its cloud services. IBM will utilize AMD Xilinx's FPGAs to address AI workloads. This marks the strengthening partnership between AMD and cloud service providers in the field of AI. AMD can showcase its technological strength, laying the foundation for future AI development. Collaborating with cloud service providers also helps AMD challenge NVIDIA's dominance in the AI market.

Oracle's stock fell nearly 5% after heavy investment in artificial intelligence due to the time required for AI commercialization. Oracle is integrating generative AI into its products and expanding data centers to support enterprise AI demands. Analysts believe Oracle's advantages in big data and computing will make it a long-term winner in AI. However, Oracle faces challenges with GPU supply shortages, is digesting the acquisition of healthcare records company Cerner, and is seeking organic growth. Analysts expect Oracle to ultimately benefit from generative AI, but it will take time to realize expectations.