DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - IT Hardware & Semiconductors, Oracle
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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ByteDance and Oracle named as Arm AGI CPU customers
Revealed by Arm CEO Rene Haas at Computex
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Oracle says it might let customers bring their own hardware into its data centers
Floats possibility of other business models
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Nvidia partners with Oracle and DOE for two AI supercomputers at Argonne National Laboratory
Both systems will be powered by Blackwell GPUs
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Oracle to deploy cluster of 50,000 AMD Instinct MI450 GPUs
Will be publicly available in Q3 2026
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Rio de Janeiro City Hall announces partnerships with Oracle and Nvidia for AI City
City teams up with tech giants to become an "AI City"
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IBM launches new LinuxONE server with Telum II chips
And more news from IBM
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Oracle and Google expand multicloud offering
Add new regions, bring availability to company partners, and plan new service
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Oracle to build cluster of 30,000 AMD MI355X GPUs
Announced agreement during earnings call earlier this month
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OpenAI and Oracle to deploy 64,000 GB200 GPUs at Stargate Abilene data center by 2026 – report
Chips will be installed in phases, with 16,000 expected to be in place by end of summer 2024
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Arm and SoftBank considering Ampere takeover – report
SoftBank first expressed interest in the chipmaker back in 2021
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AMD Instinct MI300X GPUs now available on OCI
Will power the newest OCI Compute Supercluster
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Oracle investment in Ampere could lead to ownership
Cloud company currently owns 29 percent of chipmaker
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Uber partners with Ampere Computing on custom chips
Company wants more control over hows its workloads run on OCI
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Arm server chip company Ampere Computing explores sale - report
Could be snapped up by a bigger player in the market
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Oracle adds Nvidia L40S GPU bare metal instances to OCI
Designed for AI and digital twin use cases
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Oracle not looking to develop custom AI chips
Will continue working with other vendors that supply hardware for its data centers
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Chinese companies exploiting sanctions loophole by accessing GPUs in the US - report
Chinese cloud providers have also attempted to establish data centers in the US to avoid sanctions
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Elon Musk: xAI's Grok 2 requires 20,000 Nvidia H100 GPUs, Grok 3 may need 100,000
This model 2 hasn't been canceled
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Opera to deploy Nvidia AI cluster at atNorth data center in Iceland
To help train its Aria generative AI assistant
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Microsoft signs multi-year agreement to use Oracle Cloud
Microsoft using OCI for AI inferencing on Bing
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Oracle Cloud Infrastructure offers compute instances with Nvidia H100 GPUs
Another cloud provider launches H100s despite shortage
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Nvidia launches DGX Cloud to offer GPU supercomputers-as-a-Service
Company offering Hopper GPU systems on-prem and in cloud
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Oracle announces Alloy cloud platform for resellers, regions planned in Chicago and Serbia
Big Red announces deals with HSBC, Oman, and the Premier League
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Supreme Court tells Oracle to pay HPE $3bn for failing to support Itanium
Never mind if the Itanium chip failed, Oracle promised HP it would support it
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Oracle to offer Nvidia A100 GPUs in its cloud
The company is making use of the newly announced GPUs
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Ampere starts shipping 80-core server CPU, Microsoft samples Arm chip
Arm is once again tries to break into the server space
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Google offers IBM Power Systems on its cloud
Thought they were rivals?
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Oracle has a $40m stake in Arm start-up Ampere
Ampere's CEO is an Oracle board member