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Oracle, Nvidia partner to add AI software into OCI services

Oracle, Nvidia partner to add AI software into OCI services

  • 18.03.2025 14:00
  • infoworld.com
  • Keywords: AI, Nvidia

Oracle and Nvidia have partnered to integrate Nvidia’s AI Enterprise software stack into Oracle Cloud Infrastructure (OCI), offering developers and enterprises easier access to over 160 AI tools for training and inference, enhancing productivity and user experience. This collaboration aims to simplify AI model deployment, improve scalability, and reduce setup time while positioning Oracle as a leading provider of enterprise AI solutions.

Nvidia ServicesORCLsentiment_satisfiedNVDAsentiment_satisfied

Estimated market influence

Oracle

Oracle

Positivesentiment_satisfied
Analyst rating: Buy

Partners with Nvidia to integrate AI software into OCI services, enhancing their cloud offerings and AI capabilities.

Nvidia

Nvidia

Positivesentiment_satisfied
Analyst rating: Strong buy

Collaborates with Oracle to expand access to its AI tools, boosting its presence in the cloud market.

Context

Analysis of Oracle and Nvidia Partnership for AI Integration

Key Partnerships and Offerings

  • Nvidia AI Enterprise Stack: Available natively through Oracle Cloud Infrastructure (OCI) Console.
  • 160+ AI Tools: Includes NeMo, NIM, RAPIDS, and others for training and inference.
  • OCI Distributed Cloud: Accessible across OCI's global infrastructure.

Benefits to Developers and Enterprises

  • Seamless Integration: Developers can leverage Nvidia’s AI tools (NeMo, NIM) directly via OCI.
  • Simplified Deployment: Data scientists gain access to preoptimized microservices for real-time AI inference.
  • Efficiency Gains: Reduced setup time and complexity in deploying AI models.

Market Impact

  • Enhanced Oracle AI Offerings: Strengthens Oracle's position as an AI provider, competing with AWS, Microsoft, and Google Cloud.
  • Increased Nvidia Visibility: Partnerships with major cloud providers enhance credibility of Nvidia’s software stack.

Competitive Landscape

  • Strategic Synergy: Combines Oracle’s cloud infrastructure with Nvidia’s AI expertise.
  • Differentiation: Positions Oracle as a credible partner for enterprise AI solutions.

Long-term Effects and Strategic Considerations

  • Customer Adoption: Drives adoption of Oracle’s core compute and storage services through integrated AI tools.
  • Cost Efficiency: OCI AI Blueprints support autoscaling, optimizing resource usage during varying traffic loads.
  • Market Expansion: Potential to attract enterprises seeking simplified AI deployment solutions.

Analyst Insights

  • Analyst Quotes:
    • “This is a way for Oracle to promote a solution that represents the most credible authorities in both data and AI.” — Jason Andersen, Moor Insights and Strategy.
    • “The integration will drive efficiency for developers and enterprises by reducing setup time and simplifying access to advanced AI tools.” — Charlie Dai, Forrester.

OCI AI Blueprints Features

  • Autoscaling: Spins up additional pods and GPU nodes during high demand; scales back during low demand.
  • Cost Optimization: Balances deployment velocity with cost management challenges.

This partnership underscores the growing importance of AI in cloud computing and highlights the strategic value of combining enterprise-grade infrastructure with cutting-edge AI tools.