According to Odaily Planet Daily, at an analyst meeting last week, Oracle co-founder Larry Ellison revealed that he and Elon Musk had invited Nvidia CEO Huang Renxun to dinner and begged for more GPUs.

Oracle has invested heavily in GPU technology, especially in AI applications. In the first quarter of fiscal year 2025, Oracle's revenue increased by 7% year-on-year to US$13.3 billion, and its profit was US$2.9 billion.

Oracle has 162 cloud data centers around the world, the largest of which is 800 megawatts and houses Nvidia GPU clusters. In the first quarter, Oracle signed 42 cloud GPU contracts totaling $3 billion.

Tesla also relies on Nvidia GPUs to power supercomputers to train the neural networks for its autonomous and assisted driving technologies.