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Oracle prepares a significant investment in NVIDIA GPUs and AMD CPUs

A few days ago we saw that Oracle had incorporated generative AI and we explained its main utility, and today we know that this company’s commitment to artificial intelligence will be accompanied by an important reinforcement in investment at the hardware level that we must take into account.

Larry Ellison, co-founder of Oracle has confirmed that his company will invest billions of dollars to buy a huge number of NVIDIA graphics accelerators, and that said investment will occur throughout this year. We do not have a specific number of units, but it is obvious to say that billions of dollars will go a long way.

This movement is no coincidence, but rather is the response to the growing demand for products based on AI, a technology that, as many of our readers will know, takes full advantage of the architecture of a GPU and benefits greatly from tensor nuclei that incorporate NVIDIA graphics accelerators.

The use of machine learning algorithms, on which the main AI platforms are based, require great computing power and also of specialized hardware and software. With this in mind, and taking into account the ecosystem that NVIDIA offers (in a broad sense) when we talk about AI, it is clear that Oracle’s decision is a wise move.

Larry Ellison’s company wants compete with bigs like Amazon, Google and Microsoft, and to achieve this, it is also investing in high-speed networks that will improve the speed of data delivery. Oracle will buy a large number of graphics accelerators from NVIDIA, and also plans to buy many units of AMD and Ampere CPUs. The former are based on the x86 architecture, and the latter on the ARM architecture.

It’s important to remember that Oracle once invested heavily in Ampere Computing, so it’s no coincidence that the company is betting on its processors. This strong commitment by Oracle to generative AI is having the support it needs at the infrastructure level, but the giant is also You’re closing all the deals you need with other companies in order to meet their objectives.

In this sense, one of the most important was the one that closed last month with the company Coherean artificial intelligence startup formed by ex-Google employees that will use Oracle data centers to run its software, and will have access to up to 16,000 NVIDIA GPUs.

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