Oracle Cloud Infrastructure is the surprise AI leader—its second-generation architecture delivers GPU cluster networking 40% faster than AWS or Azure. A $1.2B OpenAI deal to deploy 400,000 NVIDIA H100 GPUs underscores its dominance, with annual revenue surpassing $10B (29% year-over-year growth). CEO Larry Ellison's $75B personal stake drives his hands-on role in sovereign AI cloud partnerships. OCI is 20% cheaper than the average rival for high-performance AI training.

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