AMD has scored a massive win, signing a deal to provide Oracle with a cluster of 30,000 GPUs for AI training and development.
AMD has been on a roll, gaining market share against its rival Intel, in both the desktop and server markets. The company has been increasingly making moves in the AI industry and looks to start challenging Nvidia.
In its Q2 earnings call (credit to Investing.com for the transcript), Oracle Chairman and CTO Larry Ellison announced the deal.
In Q3, we signed a multi billion dollar contract with AMD to build a cluster of 30,000 of their latest MI355X GPUs. And all four of the leading cloud security companies, CrowdStrike, Cyber Reason, Newfold Digital and Palo Alto, they all decided to move to the Oracle Cloud. But perhaps most importantly, Oracle has developed a new product called the AI data platform that enables our huge install base of database customers to use the latest AI models from OpenAI, XAI and Meta to analyze all of the data they have stored in their millions of existing Oracle databases. By using Oracle version 23 AI’s vector capabilities, customers can automatically put all of their existing data into the vector format that is understood by AI models. This allows those AI models to learn, understand and analyze every aspect of your company or government agency, instantly unlocking the value in your data while keeping your data private and secure.
Oracle has been making major gains against large cloud rivals, sch as AWS, Microsoft, and Google, thanks to its emphasis on providing secure and performant AI clusters. Ellison pointed to that advantage, highlighting it in the context of the company being part of the Stargate AI project.
The capability we have is to build these huge AI clusters with technology that actually runs faster and more economically than our competitors. So it really is a technology advantage we have over them. If you run faster and you pay by the hour, you cost less. So that technology advantage translates to an economic advantage which allows us to win a lot of these huge deals.
And it’s not just the Stargate deal, which is in our future by the way. We got to over $130,000,000,000 in RPO without any transactions from Stargate. So again, Stargate looks to be the biggest project AI training project out there and we expect that will allow us to grow our RPO even higher in the coming quarters. And we do expect Stargate our first large Stargate contract fairly soon.
Ellison’s Dystopian Vision
Ellison has made clear his Orwellian desire to build a 1984-style AI surveillance system, one that sees everyone be recorded all the time.
“The police will be on their best behavior because we’re constantly recording and watching everything that’s going on,” Ellison said in September 2024. “Citizens will be on their best behavior, because we’re constantly recording everything that is going on. And it’s unimpeachable. The cars have cameras on them. We’re using AI to monitor the video.
“It’s not people that are looking at those cameras; it’s AI that’s looking at the cameras.”
With Oracle firmly entrenched in the Trump administration’s Stargate initiative, Ellison is one step closer to achieving his goal.
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