Tracked topic
… Oracle has to go into the markets raise funds because it needs to prime the pump: OpenAI will not pay Oracle until it is using the machinery that Big Larry builds on its behalf, and even then, the payments will come in as services are rendered and taken off that $300 billion commitment from OpenAI,… …
… Oracle says that it will be deploying in the Helios double-wide racks, so you might be thinking Oracle will be using the MI450X version of the Altair GPU. Not so fast. Oracle can do custom stuff, and often does, and says it the MI450 series version that has the most HBM capacity. …
… Oracle Linux will remain RHEL-compatible through release 9.2, but after that there are no guarantees. Oracle accused IBM of putting its own financial needs before the good – and standard practices – of the Linux community. …
… But its first commercial version, Oracle V2, did beat the mainframe when it was launched in late 1979 and it opened up the database market when the eponymous database was recoded in C and delivered as Oracle V2 in 1983. …
… And we are not sure how much Apples to Oracles comparisons are being made here. …
… This comes as no surprise with Amazon, Google, Meta Platforms, Microsoft, and Oracle all saying in the past two weeks that they would collectively be increasing their capital expenditures this year by an average of 80 percent to $705 billion, injecting $230 billion more spending into this year. …
… OpenAI, as part of an effort to diversify as its compute needs grow, signed a massive $300 billion, five-year cloud computing deal with Oracle set to begin next year. …
… Nvidia also will work with Oracle to build “Solstice,” which will be the US Department of Energy’s largest AI supercomputer, powered by 100,000 Blackwell GPUs . …
… No the drunken ones, Oracle and OpenAI. …
… But, given how much money OpenAI is throwing around to Oracle, CoreWeave, Nvidia, AMD, and others – and how much it is raising from SoftBank and others – it is fair to assume that the current book of business with Microsoft is all that OpenAI plans to spend on Azure over the next seven years unless… …