OpenAI Selects Oracle Cloud Infrastructure to Extend Microsoft Azure AI Platform
Rhea-AI Summary
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.
Positive
- 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.
Negative
- 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.
News Market Reaction – ORCL
On the day this news was published, ORCL gained 13.32%, reflecting a significant positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
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.
Additional Resources
- Learn more about Oracle Cloud Infrastructure
- Learn more about OCI AI Infrastructure
- Learn more about OCI Generative AI
About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at www.oracle.com.
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SOURCE Oracle