Oracle and Nvidia expanded their partnership in a move that will bring Nvidia AI Enterprise, Nvidia Blackwell GB200 NVL72 and agentic AI blueprints to Oracle Cloud Infrastructure.
Constellation Research analyst Holger Mueller said the expanded partnership between the two companies makes sense.
"Oracle is working hard to become the premier place for enterprises to tap into Nvidia resources. The strategy is key further build out Oracle’s lead in OCI and transactional enterprises. And as Oracle has not announced any plans to build custom AI chips – they are a naturally preferred partner for Nvidia. Joint customers will welcome this announcement."
Indeed, Oracle's cloud infrastructure (OCI) is being used by enterprise and hyperscale customers for training. Details of the expanded partnership include the following:
- Oracle said that Nvidia AI Enterprise will be available natively in OCI Console. The move will reduce the time to deploy the service and provide direct billing and support. The OCI Console with Nvidia AI Enterprise will be available in Oracle's distributed cloud.
- OCI customers will have access to more than 160 tools for training and inference as well as Nvidia NIM microservices.
- OCI will be among the first cloud providers to offer customers the next-gen Nvidia Blackwell chips. Specifically, OCI is now offering Nvidia Blackwell GB200 NVL72 on OCI Supercluster with up to 131,072 Nvidia GPUs.
Larry Ellison, CTO of Oracle, teased the Nvidia-based supercluster when the company reported third quarter earnings. Ellison was touting Oracle's strong infrastructure as a service growth.
Ellison said:
"AI training and multi-cloud database are experiencing hyper growth. We are in the process of building a gigantic 64,000 GPU, liquid-cooled NVIDIA GB 200 cluster for AI training. Our multi-cloud business at Amazon, Google and Microsoft grew 200% in the last three months alone. But in addition to these rapidly growing existing businesses, new customers and new businesses are migrating to the Oracle Cloud at an unprecedented rate.
The capability we have is to build these huge AI clusters with technology that actually runs faster and more economically than our competitors."
Oracle said it is taking orders for its AI supercomputer with Nvidia Blackwell Ultra GB300 GPUs.
The two companies said they will enable vector embeddings and vector indexes in AI Vector Search workloads in Oracle Database 23ai using Nvidia GPUs.
OCI AI Blueprints will provide no-code deployment recipes without manually provisioning infrastructure. OCI AI Blueprints will reduce GPU onboarding time with hardware recommendations, Nvidia NIM and observability tools.
Nvidia NIM now in OCI Data Science. Nvidia NIM will be available directly in OCI Data Science for real-time AI inference use cases.
