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7 days agoOracle, Nvidia Lock In $38 Billion AI-Infrastructure Deal to Drive Cloud Scale
Oracle Corporation entered into a strategic partnership with Nvidia Corporation to finance and deploy a $38 billion infrastructure program aimed at expanding global cloud and AI compute capacity by 2026. Nvidia will provide its GH200-series AI chips, while Oracle will extend its cloud-region footprint and integrate optimized model-deployment stacks across enterprise clients. Analysts say the move strengthens Oracle’s competitiveness with AWS and Microsoft Azure and positions Nvidia as a dominant supplier of training infrastructure for large-language models. Execution of large-scale data centres will test both firms as demand for AI compute surges worldwide.
positive
7 days agoOracle, Nvidia Lock In $38 Billion AI-Infrastructure Deal to Drive Cloud Scale
Oracle Corporation entered into a strategic partnership with Nvidia Corporation to finance and deploy a $38 billion infrastructure program aimed at expanding global cloud and AI compute capacity by 2026. Nvidia will provide its GH200-series AI chips, while Oracle will extend its cloud-region footprint and integrate optimized model-deployment stacks across enterprise clients. Analysts say the move strengthens Oracle’s competitiveness with AWS and Microsoft Azure and positions Nvidia as a dominant supplier of training infrastructure for large-language models. Execution of large-scale data centres will test both firms as demand for AI compute surges worldwide.
positive
Oracle, Nvidia Lock In $38 Billion AI-Infrastructure Deal to Drive Cloud Scale
7 days ago
1 min read
93 words
Oracle and Nvidia struck a $38 billion deal to build global AI-cloud infrastructure, enhancing enterprise AI deployment and scaling Nvidia’s chip ecosystem.
Oracle Corporation entered into a strategic partnership with Nvidia Corporation to finance and deploy a $38 billion infrastructure program aimed at expanding global cloud and AI compute capacity by 2026. Nvidia will provide its GH200-series AI chips, while Oracle will extend its cloud-region footprint and integrate optimized model-deployment stacks across enterprise clients. Analysts say the move strengthens Oracle’s competitiveness with AWS and Microsoft Azure and positions Nvidia as a dominant supplier of training infrastructure for large-language models. Execution of large-scale data centres will test both firms as demand for AI compute surges worldwide.
Oracle Corporation entered into a strategic partnership with Nvidia Corporation to finance and deploy a $38 billion infrastructure program aimed at expanding global cloud and AI compute capacity by 2026. Nvidia will provide its GH200-series AI chips, while Oracle will extend its cloud-region footprint and integrate optimized model-deployment stacks across enterprise clients. Analysts say the move strengthens Oracle’s competitiveness with AWS and Microsoft Azure and positions Nvidia as a dominant supplier of training infrastructure for large-language models. Execution of large-scale data centres will test both firms as demand for AI compute surges worldwide.
Companies:
Oracle Corporation
Nvidia Corporation
Tags:
ai
Oracle
ai
Oracle
Nvidia
cloud computing
infrastructure
Oct 24, 2025 • 17:07 IST