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Oracle’s Bet on AI: Can the Cloud Become the Next GPU Supercomputer?

Oracle’s Bet on AI: Can the Cloud Become the Next GPU Supercomputer?

How the $300B OpenAI deal redefines the race for AI infrastructure OpenAI has just signed a $300 billion deal with Oracle Cloud. This is not a standard cloud services contract — it is one of the largest tech investments in history, and it says a lot about where IT infrastructure is heading. One of the striking aspects of this deal is its energy demand: Oracle disclosed the need for about 4.5 gigawatts of electric power capacity to support the infrastructure….

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AI-Optimized Infrastructure Is the New Baseline

AI-Optimized Infrastructure Is the New Baseline

Today, AI-optimized infrastructure is becoming the default expectation in both cloud and on-prem environments. Whether you’re building for analytics, DevOps pipelines, or customer-facing apps, AI is part of the picture and your architecture needs to be ready for it. From General Purpose to AI-First For years, cloud design was about scaling general-purpose workloads: web apps, databases, storage, batch processing. Now the journey is clear: The result? Infrastructure that’s not AI-ready is already behind. Key Infrastructure Changes 1. GPUs and AcceleratorsAI…

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