EP 152 : Oracle's $40B Nvidia Bet for Stargate AI, Powering AI, Enterprise AI Adoption
Today, we're diving deep into some massive news shaping the AI landscape.First up, we break down Oracle's colossal $40 billion investment to purchase 400,000 of Nvidia's high-performance GB200 AI chips. This move is set to power a new data center in Texas as part of the ambitious Stargate initiative, a joint venture involving OpenAI, Oracle, SoftBank, and Abu Dhabi’s MGX fund, aiming to build a network of AI-focused data centers across the U.S. and internationally. Oracle plans to lease the computing power to OpenAI under a long-term agreement. This strategic play significantly enhances…
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