Exploring Oracle's Synergy with AMD and NVIDIA

Oracle's Smart Moves in AI: Teaming Up with AMD and NVIDIA

In the fast-paced world of generative AI, Oracle is making strategic moves by teaming up with both AMD and NVIDIA. This collaboration reflects Oracle's commitment to staying ahead in the evolving landscape of cloud computing.

The AMD Connection:

• Oracle Cloud and AMD have a strong partnership in cloud computing.
• Karan Batta, Senior Vice President at Oracle Cloud Infrastructure, shared insights into this collaboration during AMD's Advancing AI event.
• Oracle is set to host AMD's MI300X GPUs in its cloud infrastructure to enhance generative AI services.

Batta expressed enthusiasm about the long-standing partnership, which began in 2017 with the integration of every generation of AMD's EPYC into Oracle Cloud Infrastructure's bare metal compute platform. Notable successes include customers like Red Bull. Oracle's support extends to the MI300X in the bare-metal compute stack, showcasing a commitment to incorporating the latest technologies.

Databricks, Lamini, and Essential AI, long-time AMD customers, have provided positive feedback on the MI300X. This feedback aligns with Oracle's dedication to delivering top-notch generative AI services.

The Microsoft and Meta Partnership:

• AMD's collaboration is not limited to Oracle.
• The company has also partnered with Microsoft and Meta, emphasizing a collaborative approach to AI.
• Meta plans to use MI300X for building its data centers, and Microsoft's Azure OpenAI Service will run on MI300X, mirroring Oracle's multi-cloud strategy.

Oracle's Multi-Cloud Approach:

• Oracle is playing a multi-cloud game by partnering with Microsoft and expressing intentions to collaborate with Google and AWS.
• This approach highlights Oracle's commitment to collaboration and staying at the forefront of the industry.

NVIDIA's Role:

• In addition to AMD, Oracle has a multi-year partnership with NVIDIA to accelerate AI adoption for enterprises.
• Oracle's infrastructure, OCI, was selected as the first hyper-scale cloud provider to offer NVIDIA DGX Cloud. This partnership leverages MySQL HeatWave data for real-time anomaly detection on NVIDIA clusters, showcasing the synergy between the two entities.
• The inclusion of NVIDIA's DGX Cloud AI supercomputing platform and NVIDIA AI Enterprise software in the Oracle Cloud Marketplace, along with support for AMD's MI300X and ROCm, streamlines the path for end-to-end AI development and deployment.

Oracle's Collaborative Strategy:

• Oracle's intricate dance between AMD and NVIDIA is a testament to its nuanced strategy in the rapidly evolving landscape of generative AI and cloud computing.
• Oracle prioritizes collaboration, aiming to provide its customers with the best of both worlds from NVIDIA and AMD. Whether it's a multi-cloud approach or partnerships with leading hardware providers, Oracle is focused on building an ecosystem for generative AI instead of competing with others.