oracle and nvidia team up to supercharge enterprise ai

2025-03-19 nvidia

Santa Clara, Wednesday, 19 March 2025.
oracle and nvidia are joining forces. the goal is to accelerate agentic ai inference for enterprises. the integration will make over 160 ai tools and 100 nvidia nim microservices available through oracle cloud infrastructure. this partnership aims to speed up the creation of agentic ai applications. enterprises can expect faster ai deployment. the collaboration includes no-code deployment of ai blueprints. it will also accelerate ai vector search in oracle database 23ai. nvidia’s ceo calls oracle a key player in processing enterprise data.

Nvidia’s enhanced market position

The collaboration between Oracle and Nvidia is poised to significantly bolster Nvidia’s market position in the enterprise AI sector [1]. By integrating Nvidia’s accelerated computing and inference software with Oracle’s AI infrastructure, the partnership creates a comprehensive solution for organizations seeking to deploy agentic AI applications [1]. This integration makes Nvidia AI Enterprise, featuring over 160 AI tools and 100 NIM microservices, readily accessible through the Oracle Cloud Infrastructure (OCI) Console [1][6]. This accessibility simplifies AI deployment and enhances Nvidia’s appeal to a broader customer base [7].

revenue potential and accelerated ai

This collaboration unlocks substantial revenue potential for Nvidia. Oracle’s OCI will offer Nvidia GB200 NVL72 systems on OCI Supercluster, equipped with up to 131,072 Nvidia GPUs [1]. Oracle is also taking orders for AI supercomputers powered by Nvidia Blackwell Ultra GPUs [1]. These offerings cater to the increasing demand for accelerated AI infrastructure, driving sales of Nvidia’s high-performance GPUs [1][7]. The availability of Nvidia AI Enterprise across Oracle’s distributed cloud allows customers to develop and deploy AI solutions more rapidly [2]. This speed and ease of deployment can lead to increased adoption and, consequently, higher revenue for Nvidia [2].

competitive advantage through integration

The partnership with Oracle provides Nvidia with a distinct competitive advantage [7]. By offering its AI Enterprise software stack natively through OCI, Nvidia streamlines access to its AI tools and simplifies AI model deployment [2][7]. This integration enhances the user experience and reduces setup time, making Nvidia’s solutions more attractive compared to competitors [7]. According to Brian Alletto, director of West Monroe’s technology and experience practice, this collaboration grants Nvidia ‘first-class citizenship’ with a major cloud provider, boosting GPU usage and related software adoption [7]. This increased adoption leads to greater customer loyalty and strengthens Nvidia’s competitive standing [7].

analyst perspectives on nvidia’s growth

Analysts view the Oracle-Nvidia partnership as a strategic move that benefits both companies. Holger Mueller, an analyst at Constellation Research, notes that Oracle aims to become the premier platform for enterprises to leverage Nvidia’s resources [8]. This strategy is crucial for expanding Oracle’s lead in OCI and transactional enterprise applications [8]. Jason Andersen from Moor Insights and Strategy believes that this collaboration allows Oracle to promote a solution that combines Oracle’s data expertise with Nvidia’s AI leadership [7]. The partnership is expected to drive efficiency and innovation for developers and enterprises, further solidifying Nvidia’s position as a key player in the AI landscape [7].

Bronnen

ai inference enterprise solutions