Oracle announced a significant expansion of its partnership with AMD, planning to deploy 50,000 AMD Instinct MI450 Series GPUs in its Oracle Cloud Infrastructure (OCI) starting in the third quarter of 2026. This move is intended to support OCI clients in training and operating increasingly complex AI models that demand high-speed computing performance. The collaboration positions Oracle as the first hyperscaler to offer a publicly available AI supercluster powered by these specific AMD GPUs. This large-scale chip commitment is part of Oracle's strategy to diversify its AI hardware suppliers beyond Nvidia and enhance cost-efficiency for its enterprise AI customers. The announcement had a positive impact on AMD's stock, which saw a 3.3% rise in pre-market trading, reflecting investor confidence in the chipmaker's growing role in the AI sector.
Oracle Expands AMD Partnership with 50,000-Chip Deal to Power AI Expansion
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