Oracle Cloud (OCI) demand continues to outstrip supply, CFO Safra Catz told investors on a Q3 earnings call – saying “component delays that have slowed cloud capacity expansion this year, should ease in Q1 FY ’26.”
It’s spending to unblock these obstacles where it can though.
Oracle is “in the process of building a gigantic 64,000 GPU, liquid-cooled NVIDIA GB 200 cluster for AI training” said CTO Larry Ellison on the same Q3 call – also revealing that Oracle “signed a…
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https://www.thestack.technology/oracle-buys-30-000-new-amd-chips-for-ai-cloud-laments-bottlenecks/
