Oracle, 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.