oracle and nvidia team up to turbocharge enterprise ai

2025-03-26 nvidia

Santa Clara, Wednesday, 26 March 2025.
oracle and nvidia are joining forces. Their collaboration aims to accelerate agentic ai inference for enterprises. This integration makes over 160 ai tools and 100 nvidia nim microservices available through oracle cloud infrastructure. This will streamline the creation of agentic ai applications. Soley Therapeutics is already using this technology. They are building an ai drug discovery platform with oracle and nvidia’s combined resources. This shows the potential for rapid innovation in critical fields.

Nvidia’s strategic ai advantage

Nvidia’s collaboration with Oracle strengthens its market position in the rapidly expanding AI sector [1]. Jensen Huang, Nvidia’s CEO, emphasized that Oracle and Nvidia are ideal partners for the ‘age of reasoning’ [1]. This collaboration allows Nvidia to integrate its accelerated computing and inference software with Oracle’s AI infrastructure [1]. This move is expected to enhance Nvidia’s competitive advantage. It provides enterprises with more efficient and powerful AI solutions [1].

revenue potential and growth

The partnership unlocks new revenue streams for Nvidia. It allows wider deployment of its AI tools and microservices [1]. Oracle Cloud Infrastructure (OCI) will offer Nvidia’s GB200 NVL72 systems on OCI Supercluster, equipped with up to 131,072 Nvidia GPUs [1]. OCI will also be among the first to offer the next-generation Nvidia Blackwell platform [1]. Nvidia anticipates first-quarter revenue for fiscal year 2026 to reach approximately $43 billion, a 65.385 increase of 65% from $26 billion in the prior year’s first quarter [7]. This growth trajectory is fueled by the demand for Nvidia’s AI solutions [7].

analyst perspectives and market impact

Analysts view this collaboration positively. They see it as a strategic move for both companies. The integration of Nvidia’s AI Enterprise software with OCI provides customers with a full-stack AI solution [1][3]. This simplifies AI development and deployment. It enables businesses to focus on innovation [3]. Nvidia’s stock performance reflects investor confidence in its AI capabilities. The stock had gained 70% over the 12 months leading up to February 26, 2025 [7]. This partnership is expected to further bolster Nvidia’s stock value as it expands its reach in the enterprise AI market [7].

expanding ai infrastructure

Oracle is expanding its distributed cloud capabilities with NVIDIA AI Enterprise [1]. This expansion includes making NVIDIA AI Enterprise natively available through the OCI Console [1]. Cassava Technologies plans to build Africa’s first AI factory using NVIDIA technology, showcasing the global demand for AI infrastructure [4]. CURRENC Group is also planning an AI data center in Malaysia, further indicating the widespread investment in AI capabilities [4]. These developments highlight the increasing importance of AI infrastructure and Nvidia’s role in powering it [4].

Bronnen

AI Inference Collaboration