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NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure
NVIDIA and Oracle expanding Vera Rubin to multi-gigawatt scale signals major AI infrastructure catalyst.
Context
What happened: NVIDIA and Oracle announced plans to expand OCI Superclusters with NVIDIA Vera Rubin NVL72 systems to multi-gigawatt scale, and said Vera Rubin NVL72 and NVIDIA Vera CPUs are now generally available on OCI.
Key numbers: Multi-gigawatt scale planned. Each rack connects 72 GPUs via NVLink.
Why it matters: The companies said customers can scale CPU and GPU resources independently to reduce idle capacity, and OCI plans to add HGX Rubin NVL8 for smaller eight-GPU x86 configurations. OpenAI said it is bringing Vera into production on OCI for agentic sandbox workloads.
Market: +1.3% today ($218.72), +16.0% YTD, 0.4x vol — as of 16:33 UTC
What changed
NVIDIA and Oracle announced plans to expand OCI Superclusters with NVIDIA Vera Rubin NVL72 systems to multi-gigawatt scale, and said Vera Rubin NVL72 and NVIDIA Vera CPUs are now generally available on OCI.
Why it matters
The companies said customers can scale CPU and GPU resources independently to reduce idle capacity, and OCI plans to add HGX Rubin NVL8 for smaller eight-GPU x86 configurations. OpenAI said it is bringing Vera into production on OCI for agentic sandbox workloads.
Market: +1.3% today ($218.72), +16.0% YTD, 0.4x vol — as of 16:33 UTC