You may be wondering how Oracle is in a position to race ahead of Nvidia toward the $10 trillion mark. But a closer look at Oracle's business model, the role it is playing in the proliferation of AI, and the pace at which it is building its revenue pipeline will make it clear why it is indeed capable of achieving that feat.

Meanwhile, Nvidia said late Monday, it would start shipping the DGX Spark, which it calls the “world’s smallest AI supercomputer” and said it would allow developers to create AI agents—programs that have the ability to take simple directions and complete multistep tasks—and run advanced software locally rather than via cloud computing.

Oracle’s new leadership is standing in front of a $300 billion bet that could reshape the company’s future, or crush it.

Meta to introduce switches built on NVIDIA Spectrum Ethernet for its Facebook Open Switching System platform. Oracle to build

Meta’s integration shows how open networking meets AI acceleration, while Oracle’s adoption underscores the rise of mega AI factories as the new hyperscale. Both point to a world where network design becomes the strategic lever for the future of AI — the road to superintelligence determined by performance, cost and energy efficiency.

Meta and Oracle are to adopt Nvidia Spectrum-X Ethernet networking switches for their AI data center efforts. The deployments will see cloud giant Oracle build its giga-scale AI factories using Nvidia Vera Rubin architecture,

In a new interview, Huang says that Oracle is positioned to be “wonderfully profitable” despite concerns over its thin margins.

OpenAI and Oracle's Stargate data center in Abilene, Texas, will eventually house more than 450,000 Nvidia GB200 GPUs, Larry Ellison has revealed.