OpenAI Selects Oracle Cloud Infrastructure to Extend Microsoft Azure AI Platform

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Oracle, Microsoft, and OpenAI are collaborating to enhance the Microsoft Azure AI platform by integrating it with Oracle Cloud Infrastructure (OCI). This partnership aims to provide additional capacity for OpenAI, the organization behind ChatGPT, which serves over 100 million users monthly. Sam Altman, CEO of OpenAI, highlighted that OCI will help Azure scale further. Larry Ellison, Oracle's Chairman, noted that OCI's Gen2 AI infrastructure is the fastest and most cost-effective, attracting various AI innovators like Adept and NVIDIA. OCI will offer extensive AI capabilities, including up to 64,000 NVIDIA GPUs, to support startups and enterprises in building and training models more efficiently.

  • Oracle Cloud Infrastructure (OCI) to enhance Microsoft Azure AI platform.
  • OpenAI benefits from additional capacity provided by OCI.
  • OCI's AI infrastructure considered the fastest and most cost-effective by Oracle's Chairman.
  • Over 100 million monthly users of OpenAI's services like ChatGPT.
  • OCI's AI capabilities support a wide range of AI applications, including computer vision and natural language processing.
  • OCI Supercluster can scale up to 64,000 NVIDIA GPUs for large language model training.
  • Numerous AI innovators, including Adept and NVIDIA, already utilize OCI's AI infrastructure.
  • No specific financial data or revenue impact mentioned for Oracle or OpenAI.
  • Potential risks associated with the scalability and reliability of OCI in real-world applications.
  • Uncertainty about how this partnership will affect the competitive landscape in the AI infrastructure market.

OpenAI's partnership with Oracle and Microsoft to extend the Microsoft Azure AI platform to Oracle Cloud Infrastructure (OCI) is a significant move in the AI industry. The collaboration leverages the strengths of both Microsoft's and Oracle's cloud infrastructures, promising to enhance OpenAI's scalability. This move is particularly noteworthy due to OCI's claim of being the fastest and most cost-effective AI infrastructure. For retail investors, this means that OpenAI can potentially train more advanced models faster and at lower costs, suggesting an upward trend in AI capabilities and services. High performance computing (HPC) capabilities with 64k NVIDIA Blackwell GPUs and ultra-low-latency networking are particularly critical for training large language models (LLMs). This places Oracle in a strong competitive position within the AI infrastructure market.

Retail investors should note that the increased capacity and speed in training AI models can lead to quicker deployment of advanced AI solutions, potentially driving higher demand for cloud services from both Oracle and Microsoft. It's a strategic alignment that highlights Oracle's technical prowess while reinforcing Microsoft's stronghold in AI through Azure.

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The collaboration between OpenAI, Microsoft and Oracle could potentially yield significant benefits for all parties involved. From a market perspective, this alliance not only enhances the capabilities of OpenAI's AI models but also underscores the growing demand for robust cloud infrastructure solutions. Oracle's positioning of OCI as a top-tier AI infrastructure platform aims to attract more high-profile clients, which can positively impact its market share and revenue streams.

Investors should be aware of the market dynamics this partnership affects. As more companies recognize the benefits of integrating Oracle's AI infrastructure, Oracle could see a rise in its stock value. Similarly, Microsoft's Azure platform, already a leader in cloud services, will benefit from the added capacity and technological enhancements, potentially increasing its market competitiveness. This partnership can act as a catalyst for future collaborations and innovations in the AI field.

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AUSTIN, Texas, June 11, 2024 /PRNewswire/ -- Oracle, Microsoft, and OpenAl are partnering to extend the Microsoft Azure Al platform to Oracle Cloud Infrastructure (OCI) to provide additional capacity for OpenAl.

OpenAI is the AI research and development company behind ChatGPT, which provides generative AI services to more than 100 million users every month.  

"We are delighted to be working with Microsoft and Oracle. OCI will extend Azure's platform and enable OpenAI to continue to scale," said Sam Altman, Chief Executive Officer, OpenAI.

"The race to build the world's greatest large language model is on, and it is fueling unlimited demand for Oracle's Gen2 AI infrastructure," said Larry Ellison, Oracle Chairman and CTO. "Leaders like OpenAI are choosing OCI because it is the world's fastest and most cost-effective AI infrastructure."

OCI's leading AI infrastructure is advancing AI innovation. OpenAI will join thousands of AI innovators across industries worldwide that run their AI workloads on OCI AI infrastructure. Adept, Modal, MosaicML, NVIDIA, Reka, Suno, Together AI, Twelve Labs, xAI, and others use OCI Supercluster to train and inference next-generation AI models.

OCI's purpose-built AI capabilities enable startups and enterprises to build and train models faster and more reliably anywhere in Oracle's distributed cloud. For training large language models (LLMs), OCI Supercluster can scale up to 64k NVIDIA Blackwell GPUs or GB200 Grace Blackwell Superchips connected by ultra-low-latency RDMA cluster networking and a choice of HPC storage. OCI Compute virtual machines and OCI's bare metal NVIDIA GPU instances can power applications for generative AI, computer vision, natural language processing, recommendation systems, and more. 

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What is the collaboration between Oracle, Microsoft, and OpenAI?

Oracle, Microsoft, and OpenAI are partnering to extend the Microsoft Azure AI platform using Oracle Cloud Infrastructure (OCI) to provide additional capacity for OpenAI.

How will the partnership with Oracle Cloud Infrastructure benefit OpenAI?

The partnership will provide OpenAI with additional capacity to scale its services, enabling it to continue serving over 100 million monthly users.

Why is OCI considered advantageous for AI workloads?

OCI is regarded as the world's fastest and most cost-effective AI infrastructure, attracting various AI innovators for its scalability and efficiency.

What are some applications supported by OCI's AI capabilities?

OCI's AI infrastructure supports applications in generative AI, computer vision, natural language processing, and recommendation systems.

What AI companies currently use OCI's infrastructure?

Companies like Adept, Modal, MosaicML, NVIDIA, Reka, Suno, Together AI, Twelve Labs, and xAI use OCI's AI infrastructure.

How many NVIDIA GPUs can OCI Supercluster scale up to?

OCI Supercluster can scale up to 64,000 NVIDIA GPUs for training large language models.

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