While making software such as the AI Enterprise stack and NIM available through its services increases customer adoption of Oracle’s core compute, and storage offerings, the partnership provides Nvidia first-class citizenship to a major cloud provider, driving additional usage of GPUs and related software, resulting in more stickiness, Alletto explained.

Additionally, Moor Insights and Strategy’s Andersen pointed out that the integration may boost Oracle’s image as a provider of AI offerings.

“While Oracle has an excellent history with enterprise data, it is not as well known for its AI tools or model capabilities, so this is a way for Oracle to promote a solution that represents the most credible authorities in both data and AI,” Andersen said.