Oracle Providing a Ground to Fuel Nvidia's Subscription Revenue

Oracle is bringing Nvidia's AI Enterprise software suite alongside thousands of its latest GPUs to its cloud infrastructure, which could fuel the chipmaker's plans to make billions from subscription services. The partnership, which builds on earlier deployments, sets up Nvidia with the kind of infrastructure it requires to expand on a long-term goal to become a software powerhouse. It also gives Oracle's cloud service the plug-and-play hardware capacity and software framework to easily deploy AI software. Oracle and Nvidia have common expertise in areas that include healthcare, manufacturing, communications and financial services, and there's a lot of opportunity to collaborate there, said Leo Leung, vice president at Oracle, during a press briefing. The companies are "looking at the full stack so not just the GPUs and infrastructure but getting into the software layer, getting into the service layer," Leung said. Nvidia is known as a graphics chip company, but is betting its future on generating more revenue from software and services.