Oracle’s Larry Ellison Signals Strong Demand for Nvidia’s AI Chips

Nvidia's dominance in AI chip design receives another endorsement from Oracle co-founder Larry Ellison. During Oracle's earnings call, Ellison highlighted ongoing demand for Nvidia's GPUs, echoing his previous public appeals for more supply. The revelation reinforces Nvidia's position as the critical infrastructure provider for AI development.

Nvidia's H100 and upcoming Blackwell architecture GPUs remain the Gold standard for training large language models. Oracle's cloud infrastructure business increasingly relies on these chips to power AI services for enterprise clients. This vertical integration creates a virtuous cycle: more AI adoption drives more GPU demand, which in turn enables more sophisticated AI applications.

The $4 billion AI infrastructure projection now appears conservative given accelerating adoption across cloud providers. Nvidia's ecosystem advantage - combining hardware with CUDA software - makes its technology sticky even as competitors like AMD and custom silicon solutions emerge. Oracle's public dependence on Nvidia chips underscores this moat.