Oracle’s Financing Primes The OpenAI Pump
Compute Oracle’s Financing Primes The OpenAI Pump Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow…
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Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
Compute Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big…
Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others
…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. At the…
Microsoft Is More Dependent On OpenAI Than The Converse
…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…
OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet
…It also means that when multiple jobs share the cluster, they do not impact one another’s performance.” OpenAI has run MRC on clusters at the Oracle Stargate datacenter in Abilene, Texas…
Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU
…We saw the 192-core “Polaris” AmpereOne M chips, which started shipping in Q4 2024, appearing in instances on Oracle Cloud Infrastructure , and that was about it. We strongly suspect that Ampere…
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…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 . It’s the largest of…
Microsoft Committed To Doubling AI Infrastructure In Two Years
…bank so it can keep spending like a slightly intoxicated sailor. (No the drunken ones, Oracle and OpenAI.) About two thirds of that covered the cost for CPUs and GPUs, which Microsoft…
Datacenter Spending Forecast Revised Upwards – Yet Again
…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…
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…The service providers and neocloud group (which now includes Apple and Oracle), represented $1.8 billion in sales in 2025, up 51.3 percent. Arista ended the year with $10.74 billion…