The leader in today's AI chip market is undoubtedly Nvidia, which has a market share of nearly 90%. Under the AI wave, Nvidia has also made many technology giants want to buy GPUs with a lot of money. Software giant Oracle said in its recent earnings call At the meeting, founder Larry Ellison revealed that he had requested Nvidia CEO Jensen Huang to obtain Nvidia's latest GPU products.
Asking Jen-Hsun Huang to collect money from Elon Musk
According to "Tom Hardware" , he had dinner with Elon Musk and Nvidia CEO Jen-Hsun Huang at the Japanese restaurant Nobu Palo Alto. Ellison described the scene that night as he and Elon begged Huang Jen-Hsun for more GPUs. They kept asking Huang Jen-Hsun Accepting more funding, even joking:
Please take our money, no, no, more money, you don't take enough, we need you to take more money, please.
In the end, after pleading hard, Larry Ellison believed that the dinner negotiation was very successful. Ellison said that the result was "very good, everything worked." For Oracle, this effort had a great impact, and Oracle subsequently announced that it would establish A Zettascale AI supercomputing system composed of 131,072 Nvidia GB200 NVL72 Blackwell GPUs is expected to provide 2.4 ZettaFLOPS of AI computing performance. This scale is even larger than the Memphis supersystem owned by Elon Musk and his xAI company.
Oracle surges 55% this year
Driven by the AI craze, Oracle's stock price has risen 55% this year, making it the second-best performing large technology stock after NVIDIA. Oracle has successfully competed in the rapidly growing AI market with its technical strength in AI and multi-cloud architecture. In addition, the latest financial report released on the 9th showed that its revenue and profit for the last quarter exceeded market expectations.
Although the scale of Oracle's cloud services cannot be compared with giants such as Amazon Web Services, Microsoft Azure and Google Cloud, Oracle Cloud Infrastructure (OCI) has a unique advantage in flexibility, and OCI can be more flexible to meet the specific needs of some customers. It can even provide offline servers and run them on its own network infrastructure to provide protection for customers who require high security, attracting important customers including AI startups such as Reka and xAI founded by Elon Musk. .
