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NVIDIA and Oracle Scale Vera Rubin to Multi-Gigawatt Level in Cloud

NVIDIA and Oracle plan to expand OCI Superclusters built on Vera Rubin NVL72 systems and make Vera CPUs available to Oracle cloud customers.

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what happened

NVIDIA and Oracle have announced plans to expand OCI Superclusters built on Vera Rubin NVL72 systems to a multi-gigawatt scale. At the same time, Vera Rubin NVL72 systems and Vera CPUs have become generally available on Oracle's cloud, and the company plans to launch HGX Rubin NVL8 servers with eight Rubin GPUs.

According to a press release distributed by GlobeNewswire, the new infrastructure is meant for training large models, inference and AI agents, which rely on CPUs to run tools and code between model calls. The companies said OpenAI already uses this platform to train and serve its models. Reuters also reported the main parameters of the deal in a brief note.

why it matters

For markets, this signals that demand for AI accelerators and server infrastructure remains strong. NVIDIA's revenue depends heavily on such deliveries, while Oracle's cloud contracts show continued interest in computing capacity. A multi-gigawatt scale also means rising power requirements for data centers.

market impact

NVIDIA and Oracle shares: growing demand for AI infrastructure supports the sector

tags

StockUnited States

instruments

NVIDIAOracleAI-инфраструктураNasdaq

sources

  1. NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure — globenewswire.com, 27 October 2026 at 16:00 UTC
  2. NVIDIA & Oracle Expand NVIDIA Vera Rubin To Multi-Gigawatt Scale — Reuters, 27 October 2026 at 16:41 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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