Oracle To Deploy A Supercluster Of ~130,000 NVIDIA Blackwell GPUs, Alludes To A “Gigawatt” Capacity Data Center That Will Be Powered By 3 Nuclear Reactors

wccftech.com:

This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy.

Oracle's latest earnings call has served as an eye-opener of sorts for AI skeptics, with the company taking pains to assert that the demand for data centers is still "outstripping supply." What's more, some of Oracle's upcoming facilities are truly mind-boggling, employing NVIDIA's GPUs at a scale that has never been seen before.

Oracle's Q1 FY2025 Earnings Call

Related Story GALAX GeForce RTX 4070 OC 2X Graphics Card Review: Out Goes GDDR6X, In Goes GDDR6

For the quarter that ended on the 31st of August, Oracle reported solid results a few hours back, managing to beat consensus expectations on both its top-line and bottom-line metrics. What's more the company's AI-critical cloud division recorded an year-over-year growth of 21 percent.

During the accompanying earnings call, Oracle wowed investors by noting that the demand for its products and services, particularly in the cloud sphere, was "still outstripping supply" and that the company was now trying to overcome this deficit by "laying out a lot of supply."

Apart from building a lot of data centers, Oracle is also rolling out services such as GenAI Agents, which combine Large Language Models (LLMs) with retrieval-augmented generation technology, allowing clients to directly interact with their cloud-stored data in new and innovative ways.

Oracle To Deploy 131,072 NVIDIA Blackwell GPUs

According to Oracle, building a foundational model such as ChatGPT or Google's Gemini from scratch will now cost $100 billion "over the next 4, 5 years."

Therefore, Oracle believes that the next big growth in AI-related spending will come from the inference process:

This growing demand paradigm is, of course, bullish for Oracle's medium-term prospects.

Also, Oracle has just announced a "zettascale" supercluster that "can scale up to 131,072 Blackwell GPUs with NVIDIA ConnectX-7 NICs for RoCEv2