從Oracle 看NVDA

Oracle's $ORCL Cloud revenue rose 21% YoY (22% constant currency) to $5.6 billion in its fiscal Q1, driven by 45% YoY (46% cc) growth in Cloud infrastructure revenue to $2.2 billion.

 

Oracle $ORCL Chairman and CTO Larry Ellison:

 

"Oracle has 162 cloud datacenters in operation and under construction around the world.

 

The largest of these datacenters is 800 megawatts and will contain acres of Nvidia $NVDA GPU Clusters for training large scale AI models.