Elon Musk and Larry Ellison begged Nvidia CEO Jensen Huang for AI GPUs at dinner

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Throughout the firm’s newest earnings name, Oracle founder Larry Ellison admitted (by way of Barron’s) that he needed to beg Nvidia CEO Jensen Huang to provide his firm with its newest GPUs. “In Nobu Palo Alto, I went to dinner with Elon Musk, Jensen Huang, and I’d describe the dinner as me and Elon begging Jensen for GPUs. Please take our cash; no, take extra of it. You’re not taking sufficient of it; we’d like you to take extra of our cash, please,” Ellison mentioned throughout the name. “It went okay; it labored.”

It appears like this dinner was very productive certainly and that it was cash nicely spent for Ellison and Oracle. The corporate just lately introduced that it’ll create a Zettascale AI supercluster composed of 131,072 Nvidia GB200 NVL72 Blackwell GPUs that delivers 2.4 ZettaFLOPS of AI efficiency—extra highly effective than Musk and xAI’s Memphis Supercluster, which presently has 100,000 Nvidia H100 AI GPUs.

Oracle’s AI plans demand an unbelievable quantity of energy, which can be why the corporate has already secured permits to build three modular nuclear reactors to ship {the electrical} wants of its amenities. Nonetheless, since deploying nuclear reactors to information facilities will probably take a number of years, the corporate may, within the meantime, comply with Musk’s lead and use massive mobile generators to spice up native energy provide if wanted.

Regardless of being smaller than different huge tech corporations that supply information middle companies, like Amazon Internet Companies, Microsoft Azure, and Google Cloud, Oracle Cloud Infrastructure (OCI) has a definite benefit over these giants. In accordance with Barron’s report, OCI gives higher flexibility and can meet particular necessities that some clients demand. It may well even present offline servers that run by itself networking infrastructure to maximise safety for essentially the most demanding purchasers.

However regardless of its dimension, Oracle is pushing its investments in AI. Ellison says that frontier AI fashions coming within the subsequent three years will price $100 billion to coach, echoing Anthropic CEO Dario Amodei’s thoughts on the matter. And plainly OCI desires to grow to be one of many leaders in AI processing. “Somebody’s going to be higher at this than anyone else, and a number of persons are attempting, and there’s a race,” mentioned Ellison throughout the name. He then added later, “Getting there first is an enormous deal.”