Oracle recently announced a plan that shocked the industry: it will deploy a super cluster consisting of approximately 130,000 NVIDIA Blackwell GPUs.
The company's top management revealed this major plan during Oracle's first quarter earnings conference call for fiscal year 2025. During the conference, Oracle reported solid performance, with both revenue and profit exceeding market expectations, and its AI-critical cloud division achieved a 21% year-on-year growth. This strong performance undoubtedly injected strong momentum into Oracle's future development.
Faced with the current situation of "still in short supply" in the cloud field, Oracle decided to take positive measures to overcome this gap by "deploying a large amount of supply". To this end, the company not only plans to build a large number of data centers, but also launched innovative services such as GenAI agents, which combinelarge language models with retrieval enhancement generation technology to provide customers with a new way to interact with data.
However, Oracle's ambitions go far beyond this. The company announced that it will deploy a super cluster of 131,072 NVIDIA Blackwell GPUs, which is the largest in the industry. The super cluster will be equipped with NVIDIA ConnectX-7 NICs for RoCEv2 or NVIDIA Quantum-2 InfiniBand networks, providing up to 2.4 zettaflops of peak AI computing power to the cloud. This super cluster is expected to be officially launched next year and will greatly help customers train and deploy next-generation AI models.
