Oracle Cloud Infrastructure

product on 7 shows · 4 statements across 4 episodes · said 14 times in 12 episodes since 2023

BG2 Pod 4 All-In 3 Latent Space 2 No Priors 2 Acquired 1 the Neon Show 1 the MAD Podcast 1

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BG2 Pod 4All-In 3Latent Space 2No Priors 2Acquired 1the MAD Podcast 1the Neon Show 1

2026 4 mentions in 3 episodes 1 per episode
2025 5 mentions in 4 episodes 1 per episode
2024 4 mentions in 4 episodes 1 per episode
2023 1 mention in 1 episode

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4 statements about Oracle Cloud Infrastructure, every show

BG2 Assertion Supported
Huang: OCI, OpenAI, and SoftBank have contracted 5 to 7 gigawatts
“The second is the OCI build out. And I think there's some five, six, seven gigawatts about to be built out. And so working with OCI and OpenAI and SoftBank to build that out. Those projects are contracted.”
Jensen Huang Sep 26, 2025 ▶ 5:14 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
MAD Disclosure
Bernhardsson: Modal relies on Oracle Cloud for its infrastructure
“I actually like them a lot. We use them. Big fan.”
Erik Bernhardsson Oct 31, 2024 ▶ 4:10 Can AI Infrastructure Work Like Magic? Erik Bernhardsson, CEO, Modal
MAD Disclosure
ZoomInfo rents GPUs in Oracle Cloud to run open-source models
“We are actually renting the GPUs in Oracle Cloud, actually.”
Ali Dasdan Sep 19, 2024 ▶ 36:43 AI at ZoomInfo: Superpowering GTM teams | Ali Dasdan, CTO, ZoomInfo
Oracle Cloud GPUs Actually Offer Great Value for Money
“I love Oracle's GPUs. I mean, I don't, like, I don't know why, you know, what the economics looks like for Oracle, but like, I think they're great value for money. Like, we run a bunch of stuff in Oracle and They have bare metal machines with, like, two teraby…”
Erik Bernhardsson Feb 19, 2024 ▶ 55:03 Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal

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