Of course, no one will name the exact amounts.
The demand for Nvidia accelerators for AI training is very high. But usually no specific figures are given. Now we have something interesting. Oracle has said it will spend billions of dollars buying Nvidia GPUs this year alone.
We will buy Nvidia GPUs for billions of dollars.
However, the company will spend even more on AMD and Ampere solutions.
Oracle will buy GPUs and CPUs from three companies this year. We will buy GPUs from Nvidia and we will buy them for billions of dollars. We will spend three times more on processors from Ampere and AMD
Oracle, of course, did not disclose the exact amounts, and in quantitative terms it is difficult to understand what volumes of purchases we are talking about, but you need to understand that this is only one company. Very large, but only one.
