Oracle and NVIDIA integrate AI tools for agentic AI

Everyone talks about power and dollars—how much compute, how much cost—but what about ROI? The real story is how future-ready infrastructure turns investment into revenue, especially as AI moves front and center in enterprise strategy. NVIDIA’s new Blackwell GB200 NVL72 systems just swept the first independent InferenceMAX v1 benchmarks from SemiAnalysis, setting a new high-water mark for enterprise AI. The numbers are hard to ignore: a $5M investment in GB200 NVL72 could drive $75M in token revenue—a staggering 15x return on investment, outpacing previous-generation hardware by orders of magnitude. The GB200 NVL72 clusters 72 GPUs in a single supercharged domain, unlocking 130 TB/s of bandwidth via NVLink. That’s a game-changer for trillion-parameter and mixture-of-experts inference workloads, delivering efficiency the old architectures can’t touch. Blackwell proves that next-gen scale-up design is the key to operationalizing enterprise AI—without the bottlenecks.[blogs.nvidia] For organizations evaluating the leap to next-gen AI infrastructure, this is the moment. Performance and value have never been more aligned. https://lnkd.in/eHnYSnBp ThunderCat Technology #TCATAI #NVIDIABlackwell #ROI #EnterpriseAI #GB200NVL72 #AIbenchmark

As someone working in AI, Nvidia’s 10GW capacity announcement is both inspiring and humbling. For context, that’s about the output of ten nuclear reactors. Feels like the dog who caught the car. The challenge now isn’t just smarter AI, but cleaner, safer energy to sustain what we are going to build.

◆ Core Message NVIDIA and OpenAI have announced what they call the largest AI infrastructure deployment in history: a partnership to deploy 10 gigawatts of NVIDIA systems, including millions of GPUs (Vera Rubin architecture), and for NVIDIA to invest up to $100 billion progressively as the buildout continues. --- ◆ What This Really Means This deal solidifies the relationship between the compute hardware provider and the leading AI model developer. It shifts NVIDIA from being just a supplier to being a deeply integrated infrastructure partner. It also reflects the scale of compute demand: 10 gigawatts is an industrial-scale buildout. With the investment structure, NVIDIA’s upside is tied directly to OpenAI’s growth. --- ◆ Key Insights OpenAI will deploy at least 10 GW of NVIDIA hardware, starting with installations in 2H 2026. The GPUs will be based on NVIDIA’s new Vera Rubin architecture. NVIDIA intends to invest up to $100 billion in OpenAI, contingent on deployment milestones. The first gigawatt is expected to generate “tokens” (i.e. run inference / training) by the end of 2026. --- ◆ Why This Matters For sales / business leaders: You can use this as a credibility anchor — this is not a small contract but a foundational infrastructure commitment. For engineering / product teams: Partnering with OpenAI at this scale means design cycles, power, cooling, interconnect, and deployment cadence must all align to support gigawatt-level scaling. Strategically, NVIDIA’s investment gives it both risk and upside. If OpenAI succeeds, NVIDIA grows with it; if it struggles, NVIDIA’s exposure is deep. --- ◆ Final Takeaway This is a watershed moment in AI infrastructure. NVIDIA isn’t just selling chips — it’s co-investing in AI compute as a continuous infrastructure layer. The 10 GW scale and $100 billion commitment mean that whoever controls compute and capital controls the frontier for the next decade. --- ◆ Most Relevant Website NVIDIA’s official blog post on the partnership: “NVIDIA, OpenAI Announce ‘the Biggest AI Infrastructure Deployment in History’”

OpenAI and NVIDIA just announced a landmark AI infrastructure partnership: ⚡ 10 gigawatts of compute 🏭 Millions of NVIDIA Vera Rubin GPUs across gigascale AI factories. The next era of AI starts now.

OpenAI and NVIDIA just announced a landmark AI infrastructure partnership: ⚡ 10 gigawatts of compute 🏭 Millions of NVIDIA Vera Rubin GPUs across gigascale AI factories. The next era of AI starts now.

OpenAI and NVIDIA just announced a landmark AI infrastructure partnership: ⚡ 10 gigawatts of compute 🏭 Millions of NVIDIA Vera Rubin GPUs across gigascale AI factories. The next era of AI starts now.

OpenAI and NVIDIA just announced a landmark AI infrastructure partnership: ⚡ 10 gigawatts of compute 🏭 Millions of NVIDIA Vera Rubin GPUs across gigascale AI factories. The next era of AI starts now.

OpenAI and NVIDIA just announced a landmark AI infrastructure partnership: ⚡ 10 gigawatts of compute 🏭 Millions of NVIDIA Vera Rubin GPUs across gigascale AI factories. The next era of AI starts now.

OpenAI and NVIDIA just announced a landmark AI infrastructure partnership: ⚡ 10 gigawatts of compute 🏭 Millions of NVIDIA Vera Rubin GPUs across gigascale AI factories. The next era of AI starts now.

OpenAI and NVIDIA just announced a landmark AI infrastructure partnership: ⚡ 10 gigawatts of compute 🏭 Millions of NVIDIA Vera Rubin GPUs across gigascale AI factories. The next era of AI starts now.