Recently, NVIDIA's latest generation Blackwell GPU has sparked unprecedented demand, with CEO Jensen Huang revealing in an investor meeting that the supply for the next 12 months is completely sold out. This phenomenon is similar to the explosive demand for the Hopper GPU a few months ago, indicating a strong market desire for high-performance computing. This surge in sales is primarily driven by traditional clients, including AWS, Google, Meta, Microsoft, Oracle, and CoreWeave.

Oracle has announced the launch of the world's first Zettascale cloud computing cluster. This cluster is equipped with up to 131,072 NVIDIA Blackwell GPUs, capable of delivering a peak performance of up to 2.4 ZettaFLOPS. This powerful AI infrastructure enables enterprises to process large-scale AI workloads with greater flexibility and sovereignty. Oracle Cloud Infrastructure (OCI) integrates with NVIDIA's advanced GPU architecture.