Oracle Expands Nvidia Deal to Multi-Gigawatt Vera Rubin Scale, Adds Google and Cerebras Chips
Oracle is doubling down on Nvidia and hedging at the same time. On Tuesday, the cloud company said it will expand to “multi-gigawatt scale” with Nvidia’s newest Vera Rubin AI servers, while also offering chips from Nvidia rivals for the first time. It’s a big order of confidence in Nvidia’s hardware, wrapped in a clear message: Oracle doesn’t want to be locked into one chipmaker. The companies did not disclose what the expanded deal is worth. But Nvidia CEO Jensen Huang has previously said Vera Rubin systems can generate up to $40 billion in revenue per gigawatt for the chipmaker, which gives a sense of the scale involved when a cloud provider talks in gigawatts rather than server racks. ...