Oracle commits to deploying 130,000+ Nvidia Blackwell GPUs in a single supercluster powered by 3 nuclear reactors.

Oracle has announced plans to spend over $100 billion on 2,000+ new data centers, expanding significantly from its current 160 operational facilities. NVIDIA will capture 40% of this infrastructure business for AI hardware, underscoring the critical role of GPU providers in Oracle's growth strategy. The scale of this expansion reflects the massive computational demands of modern AI systems.

The infrastructure ambitions are particularly striking in Oracle's data center construction plans. The company is in the middle of designing a data center that is "north of the gigawatt" in power capacity, with building permits already secured for three small modular nuclear reactors to provide energy. As Oracle's CEO stated: "This is how crazy it's getting. This is what's going on."

Oracle and NVIDIA are jointly developing zettascale OCI superclusters containing over 100,000 AI GPUs to accelerate AI training and deployment of generative AI models. The infrastructure will feature NVIDIA GB200 liquid-cooled bare-metal instances for large-scale AI applications, alongside NVIDIA HGX H200 Tensor Core GPUs offered through Oracle, with the capability to connect up to 65,536 AI GPUs for real-time inference.

Oracle CEO Larry Elison emphasized the financial barriers to entry in frontier AI development, stating: "These AI models, these frontier models are going to -- the entry price for a real frontier model from someone who wants to compete in that area is about $100 billion. Let me repeat, around $100 billion. That's over the next 4, 5 years for anyone who wants to play in that game." Beyond frontier models, Elison highlighted the growth of specialized AI applications, such as "computers to look at biopsies of slides or CAT scans to discover cancer" and blood tests for cancer discovery, which utilize highly specialized models trained on domain-specific data rather than foundational models.

Looking forward, Elison projected sustained growth: "I think this is an ongoing battle for technical supremacy that will be fought by a handful of companies and maybe one nation state over the next 5 years at least, but probably more like 10. So this business is just growing larger and larger and larger. There's no slowdown or shift coming."