Oracle Fuels AI Growth With $40B Nvidia Deal

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NEWS UPDATES

Oracle Bets $40B on AI Chips

Oracle will buy $40B in Nvidia GB200 chips to power a massive AI data center in Texas under the Stargate project. The site will lease compute to OpenAI and scale to 1.2GW by 2026. This shift shows AI infrastructure becoming a core business asset. Expect more firms to treat computing as a strategy, not just IT.

→ More details about Oracle’s bet

Nvidia Chooses Navitas for AI Power

Nvidia selected Navitas Semiconductor to supply key power chips for its new 800V AI data center design. Navitas will provide GaN-based power ICs to boost energy efficiency and reliability in high-performance AI workloads. This supports Nvidia’s push to build more scalable, power-efficient AI centers. Expect wider adoption of GaN tech as AI infrastructure scales.

→ More details about Nvidia and Navitas collaboration

Accenture Teams With Nvidia, Dell on AI

Accenture, Dell, and Nvidia announced a new AI solution for regulated industries, combining Nvidia software with Dell hardware. It will support private, on-prem AI use, letting firms customize deployment. This helps scale AI securely in sensitive sectors. Watch for similar setups as demand grows for AI that fits inside existing infrastructure without moving to the cloud.

→ More details about Accenture, Dell, and Nvidia collaboration

BEST LINKS

Productivity Tools

Useful Resources

• Is that image real or AI? Now Adobe's got an app for that - here's how to use it (link)

• Introducing Mistral AI version: A worthy ChatGPT and Claude at a fraction of the cost (link)

• Introducing recall and AI-powered windows search for Copilot Plus PCs by Microsoft (link)

• New Google Maps AI tool could help congestion and fix roads near you, here's how (link)

• Stop trying to outwork AI - Focus on these soft skills that make you irreplaceable (link)

STRATEGIC AI DECISION

MARKET

💰 Funding

• Legora raised $80M series B for collaborative AI for lawyers.

• Siro raised $50M series B to bring AI to in-person sales.

💼 Who’s Hiring in AI

• Marketing science partner at Meta (US)

• Staff Machine Learning Engineer at Reddit (Remote)

🐦 Claude Gets Smarter:

PROMPT TUTORIAL

Developing a Crisis Management Plan

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