Oracle diversifies AI chip offerings with Google TPUs, Cerebras, and expanded Nvidia partnership
17 Sources
[1]
Big Red gets cozy with Google to offer TPUs to AI customers
Oracle plans to add those chips alongside new Nvidia hardware and OpenAI services as businesses await AI payoffs Oracle Cloud Infrastructure (OCI) customers will soon have a raft of new choices. Big Red is hosting an event in Las Vegas this week to inject more air into the AI bubble explain its
[2]
Oracle integrates ChatGPT, Codex into apps and expands cloud chip lineup
* Oracle is adding OpenAI's ChatGPT and Codex to its application stack, extending enterprise access to OpenAI tools. * Oracle said OCI will add Google TPUs, OpenAI's Jalapeño chip and Cerebras hardware as customers seek more silicon options. * OpenAI CEO Sam Altman is set to join Oracle co-CEO
[3]
Oracle will offer Cerebras AI computers in its cloud from 2027
The deal gives the Nvidia challenger another big cloud customer, after OpenAI and Amazon Web Services. Oracle will offer cloud services running on Cerebras' AI computers in its data centres from 2027, the companies said. Cerebras, which went public in May, is expected to triple revenue next year
[4]
NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure
NVIDIA Vera Rubin NVL72 and NVIDIA Vera CPUs Are Now Generally Available on OCI, With Plans to Introduce HGX Rubin NVL8 Systems to Help Organizations Accelerate Frontier Model Training, Improve Inference Efficiency and Scale Agentic Workloads NVIDIA and Oracle today announced plans to expand
[5]
Nvidia and Oracle expand Vera Rubin cloud infrastructure, pitching better utilization as enterprises report idle GPUs
Nvidia and Oracle are expanding their AI infrastructure partnership with the general availability of Vera Rubin NVL72 systems and standalone Vera CPUs on Oracle Cloud Infrastructure, alongside plans to expand their Superclusters to multi-gigawatt scale. The October 27 announcement addresses two
[6]
Oracle to offer Cerebras AI chips on its cloud starting in 2027
Cerebras stock rose as much as 10% on the news, while Oracle gave no figure for how much Cerebras equipment it will use Oracle $ORCL and Cerebras Systems announced plans on Tuesday to offer Cerebras' AI inference on Oracle Cloud Infrastructure, with availability planned for calendar year 2027. The
[7]
Oracle to embed ChatGPT and Codex in apps and add Google AI chips
Google's TPUs are due on Oracle Cloud Infrastructure in 2027, the first time they will be offered on a hyperscale cloud outside Google Oracle $ORCL announced an expanded collaboration with OpenAI on Tuesday, a deal that puts ChatGPT and Codex inside its enterprise applications. The company also
[8]
Oracle Cloud AI chip expansion: Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings
Oracle said on Tuesday it is expanding its cloud AI chip deals with Nvidia while also diversifying to add offerings from Nvidia rivals such as Alphabet's Google and Cerebras Systems. Oracle and Nvidia said the cloud firm will expand to "multi-gigawatt scale" with Nvidia's newest generation of
[9]
Oracle Expands AI Infrastructure With NVIDIA, Google and Cerebras
Oracle is expanding its AI infrastructure by increasing its NVIDIA chip supply agreement to a multi-gigawatt scale and adding Google Tensor Processing Units, Cerebras, and SambaNova processors to its cloud offerings. Google TPUs are expected to become available through Oracle Cloud Infrastructure
[10]
Oracle to offer Google TPUs on cloud infrastructure in 2027 By Investing.com
LAS VEGAS - Oracle announced today that Google's Tensor Processing Units will be available through Oracle Cloud Infrastructure starting in calendar year 2027, marking the first time Google TPUs will be offered on a hyperscale cloud platform outside Google. The partnership will add Google's custom
[11]
Oracle, Nvidia expand cloud AI infrastructure partnership By Investing.com
LAS VEGAS - Oracle Corp. (NYSE:ORCL) and Nvidia Corp. (NASDAQ:NVDA) announced today plans to expand Oracle Cloud Infrastructure Superclusters with Nvidia Vera Rubin NVL72 systems to multi-gigawatt scale, according to a press release statement. The companies made the announcement at Oracle AI
[12]
Nvidia Corporation and Oracle Corporation Expand Nvidia Vera Rubin to Multi-Gigawatt Scale and Bring Nvidia Vera Cpu to Oracle Cloud Infrastructure
NVIDIA Corporation and Oracle Corporation announced plans to expand Oracle Cloud Infrastructure Superclusters with NVIDIA Vera Rubin NVL72 systems to multi-gigawatt scale, supporting growing customer demand for AI training, inference and agentic applications. Oracle Corporation and NVIDIA
[13]
Cerebras to offer fast AI inference on Oracle cloud in 2027 By Investing.com
LAS VEGAS - Cerebras Systems (NASDAQ:CBRS) and Oracle (NYSE:ORCL) announced today plans to make Cerebras fast inference available on Oracle Cloud Infrastructure in calendar year 2027, according to a press release statement. The partnership will provide AI labs, enterprises, and developers access
[14]
Oracle Brings Google TPUs to Oracle Cloud Infrastructure
Oracle and Google announced that Google's Tensor Processing Units (TPUs) will be available through Oracle Cloud Infrastructure(OCI), marking the first time Google TPUs will be offered on a hyperscale cloud platform outside Google. By bringing Google's purpose-built TPUs to OCI's AI compute
[15]
Intel and Oracle plan multiyear cloud collaboration By Investing.com
LAS VEGAS - Intel Corporation (NASDAQ:INTC) and Oracle Corporation (NYSE:ORCL) announced today plans for a multiyear collaboration to expand Intel Xeon-based computing on Oracle Cloud Infrastructure. The collaboration is intended to meet demand for enterprise applications, agentic AI, and
[16]
Oracle Reinvents Enterprise Computing for the AI Era with OpenAI
Oracle announced a major new collaboration with OpenAI to redefine how the world's businesses run in the age of AI. By bringing together OpenAI models, ChatGPT, and Codex with Oracle's applications, data, and cloud infrastructure, both companies are putting AI directly to work across the systems
[17]
Intel Corporation And Oracle Corporation Plan Expanded Collaboration To Support Enterprise And Agentic AI on Oracle Cloud Infrastructure
Intel Corporation and Oracle Corporation announced plans for a multiyear collaboration intended to expand Intel Xeon-based computing on Oracle Cloud Infrastructure. The collaboration is intended to meet the growing demand for enterprise applications, agentic AI, and inference, and is expected to
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Oracle unveiled major AI infrastructure expansions at Oracle AI World, adding Google's Tensor Processing Units to Oracle Cloud Infrastructure for the first time outside Google's own cloud. The company also announced Cerebras Systems hardware, OpenAI's Jalapeño chip, and deeper ChatGPT integrations while expanding its Nvidia partnership with Vera Rubin systems to multi-gigawatt scale.
Oracle becomes first hyperscaler to offer Google TPUs outside Google Cloud
Oracle announced at Oracle AI World in Las Vegas that Oracle Cloud Infrastructure will add Google's Tensor Processing Units starting in 2027, making it the first hyperscale cloud platform outside Google's own services to offer these chips
1
. The move represents Oracle's strategy to diversify AI chip offerings beyond its existing tens of billions of dollars in deals with Nvidia1
. "Different AI workloads have different compute needs," said OCI president Mahesh Thiagarajan. "Bringing Google TPUs to OCI gives customers the flexibility to choose the right infrastructure for the performance, throughput, and economics of each AI workload"1
.Cerebras and OpenAI chips join Oracle's expanding hardware lineup
Oracle Cloud Infrastructure will also offer Cerebras Systems' AI computers in its data centers from 2027, giving the Nvidia challenger another large customer after OpenAI and Amazon Web Services
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. Cerebras builds each chip from a whole silicon wafer, claiming this lets its systems answer AI requests much faster than rivals3
. Additionally, Oracle announced that OpenAI's Jalapeño chip will run on Oracle Cloud Infrastructure2
. Thiagarajan told CNBC that chip scarcity remains an ongoing issue and customers like OpenAI can benefit from having different accelerators to choose from, though he emphasized that Nvidia chips remain "the best, most fungible"2
. Analysts expect Cerebras to triple revenue next year to almost $3B from less than $1B this year3
.Nvidia Vera Rubin expansion targets AI workload efficiency
Source: NVIDIA
Oracle and Nvidia announced plans to expand OCI Superclusters with Nvidia Vera Rubin NVL72 systems to multi-gigawatt scale, with general availability of both Vera Rubin NVL72 and Nvidia Vera CPUs now live on Oracle Cloud Infrastructure
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. The expanded collaboration addresses two distinct demands: GPU-intensive work for frontier model training and serving, and CPU-intensive tasks that agentic workloads perform between model calls, including executing tools, testing code, and retrieving data4
. Oracle also plans to introduce HGX Rubin NVL8 systems, featuring eight Rubin GPUs connected through NVLink in an x86-based server configuration with two 64-core Intel Xeon 6 CPUs and 4TB of DDR5 memory4
. OpenAI has already trained and served GPT-6 Astra on an OCI Supercluster with more than 100,000 Nvidia Blackwell GPUs in Abilene4
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ChatGPT integration brings OpenAI tools to enterprise applications
Oracle announced an expanded collaboration with OpenAI that brings ChatGPT and Codex into its application stack, extending enterprise AI capabilities
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. The company introduced Oracle AI Workspace, described as "a single user experience that brings OpenAI frontier models together with Oracle applications, enterprise data, and cloud services" through ChatGPT plugins that turn Oracle's existing business platforms into ChatGPT-accessible resources1
. Oracle also unveiled Oracle AI Security Mesh, a managed platform combining frontier AI models for cybersecurity with Oracle's security expertise to find vulnerabilities, test exploitability, and recommend fixes1
. OpenAI CEO Sam Altman joined Oracle co-CEO Clay Magouyrk for a keynote at Oracle AI World2
.GPU utilization challenges raise questions about infrastructure efficiency
Source: VentureBeat
The cloud infrastructure expansion comes as VentureBeat Intelligence research reveals concerning GPU utilization rates among enterprise AI deployments. Surveys from July, August, and September found 79% of 218 respondents reporting GPU utilization at 50% or below, yet 70% of that group nevertheless plans platform changes
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. Oracle and Nvidia position their ability to scale CPU and GPU resources independently as a solution to reduce idle capacity, particularly for agentic workloads where GPUs may wait while CPUs execute code or retrieve information5
. Oracle posted record earnings in the quarter ending August 31, with revenue up 30% year over year as AI infrastructure investments began paying dividends1
. The company plans to spend $70B on capital projects in the year to May 2027, after spending $55.7B the previous year3
. However, concerns about an AI bubble persist, with little evidence of similar returns outside the tech sector and signs that the bubble has already begun to burst in China1
.References
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