India, Oct. 15 -- Oracle, the leader in enterprise software, is reimagining itself as an infrastructure landlord in the age of Artificial Intelligence (AI). Analysts have begun to describe the company's approach as an "AI compute rental model," which will transform the latter from being a cloud service provider into a wholesale supplier of intelligence infrastructure. Nvidia, the largest chipmaker, which makes the AI hardware's building blocks, needs to partner with a feudal lord. Given the geopolitics, it needs a safe harbour in America.

Hence, the Nvidia-Oracle partnership, as well as the duo's separate links with other software-tech giants makes sense. Oracle has positioned itself at the centre of the world's AI hardware race, with st...