What Oracle’s AI infrastructure play means for partners like NTT DATA

As AI continues to shake up the technology landscape, the infrastructure needed to support these workloads is evolving just as quickly.

The rise of large language models and GenAI tools has brought infrastructure back into the spotlight. Training and deploying AI at scale requires massive computing power, low-latency networking and seamless integration across environments.

The global AI infrastructure market is on track for unprecedented growth, set to surpass $200 billion in spending by 2028, according to the latest International Data Corporation (IDC) Worldwide Semiannual Artificial Intelligence Infrastructure Tracker. 

“AI infrastructure deployed in cloud and shared environments accounts for 72% of the total server spending in AI in 1H24, as hyperscalers, cloud service providers and digital service providers expand their infrastructure capabilities,” IDC reports.

Oracle’s growing AI footprint

In this exciting environment, high-profile partnerships like Oracle’s collaboration with Microsoft and OpenAI — aimed at providing additional capacity for OpenAI — are repositioning cloud providers and creating new opportunities for strategic partners and managed service providers (MSPs) like NTT DATA.

By giving OpenAI access to their cloud infrastructure and deepening their relationship with NVIDIA, Oracle are positioning themselves as more than just a database powerhouse. Their investments in GPU-intensive workloads and high-performance computing environments are placing them alongside hyperscale giants in the race to power the next generation of AI.

But while Oracle supplies the horsepower, customers still need guidance — on architecture, migration, security and long-term management. This is where Oracle’s partner network becomes indispensable.

What this means for MSPs

Oracle’s AI cloud strategy is both a technological shift and a partner opportunity. As organizations explore how to integrate GenAI into their operations, they’re turning to trusted MSPs to help them navigate the complexity.

MSPs like NTT DATA are uniquely positioned to:

• Assess organizations’ AI readiness and infrastructure
• Support Oracle Cloud Infrastructure migrations and hybrid deployments
• Manage and streamline AI and machine-learning workloads across cloud and on-premises environments
• Help organizations uphold governance, compliance and data-privacy standards
• Integrate Oracle-based AI into broader digital-transformation initiatives

Oracle is creating the foundation. MSPs will make it functional, scalable and secure for organizations.

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What it means for NTT DATA’s clients

NTT DATA brings a global footprint and deep technical experience to the table. With a long history of supporting Oracle environments, we understand the nuances of enterprise workloads and the operational realities of running business-critical infrastructure.

As AI expands from pilot projects to production environments, we are well-equipped to deliver the support organizations need — at scale.

Whether it’s through our global data center network, our high-speed backbone infrastructure or our multicloud expertise, we complement Oracle’s AI vision with end-to-end services that accelerate outcomes and reduce risk.

Our focus on responsible AI, security-first design and global compliance frameworks makes us an ideal partner for organizations pursuing AI at scale.

Looking ahead: Ecosystems will win

Oracle’s role in building the AI infrastructure of tomorrow is undeniable, but AI success won’t come from a single vendor or tool. It will come from an ecosystem of providers working together to deliver smart, scalable and secure solutions.

Strategic partners like NTT DATA will help organizations turn that infrastructure into real business value. As Oracle continues to expand its AI capabilities, we are ready to help our clients build, deploy and manage the future of AI — responsibly and efficiently.

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