Core Insights - Oracle has launched the OCI Zettascale10, the world's largest cloud AI supercomputer, featuring 800,000 NVIDIA GPUs and a peak performance of 16 ZettaFLOPS, positioning itself strongly in the AI infrastructure competition [1][3][15] Group 1: Product Launch and Specifications - The OCI Zettascale10 supercomputer was unveiled at the AI World 2025 conference in Las Vegas, showcasing its massive scale and advanced capabilities [1][3] - The system's peak performance translates to approximately 20 PetaFLOPS per GPU, comparable to NVIDIA's latest Grace Hopper chips [3][10] - The unique Acceleron RoCE network architecture enhances GPU interconnectivity, significantly improving performance and energy efficiency [1][6][7] Group 2: Collaboration with OpenAI - The Zettascale10 serves as the backbone for OpenAI's "Star Gate" flagship AI supercomputing cluster, highlighting a deep collaboration between Oracle and OpenAI [4][6] - OpenAI's VP noted that the custom RoCE network maximizes performance while minimizing energy consumption, crucial for training large AI models [6][7] Group 3: Market Position and Competition - Oracle's move is seen as a strategic effort to secure a foothold in the rapidly expanding AI infrastructure market, competing against giants like Microsoft, Google, and Amazon [12][15] - The introduction of a new "multi-cloud universal credit" program aims to lower customer migration barriers and enhance platform stickiness, potentially expanding Oracle's user base [13][15] Group 4: Performance Claims and Future Outlook - While the claimed 16 ZettaFLOPS performance is impressive, some industry observers express skepticism regarding its validation and practical application under real-world conditions [9][10][11] - The actual performance of the Zettascale10 will be tested once it becomes available to customers in late 2026, with various benchmarks and user feedback expected to clarify its efficiency and reliability [8][11][15]