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Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition
Oracle Cloud will deploy 50,000 AMD Instinct MI450 GPUs from mid-2026 as a key alternative to Nvidia’s dominance in AI cloud infrastructure, executives said.
- On Tuesday, Oracle Cloud Infrastructure announced it will deploy 50,000 Advanced Micro Devices graphics processors using AMD's Instinct MI450 chips.
- Earlier this month, OpenAI struck a deal with AMD for processors requiring six gigawatts over multiple years as OpenAI leaders say they need AI chips from multiple suppliers.
- Oracle highlighted the MI450's rack assembly capability, as the Instinct MI450 chips scale into 72-chip rack configurations, and Karan Batta said, "I think AMD has done a really fantastic job, just like Nvidia, and I think both of them have their place."
- Market watchers note the deployment shifts focus to commercial outcomes as Daniel Newman, CEO of The Futurum Group, says Oracle must capitalize on capacity and add enterprise value.
- Against Nvidia's dominance, major cloud deals shift vendor positioning as Nvidia holds over 90% of the data-center GPU market and OpenAI signed a $300 billion deal with Oracle.
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29 Articles
Oracle to offer cloud services using AMD's upcoming AI chips
Oracle will offer cloud services using Advanced Micro Devices' upcoming MI450 artificial intelligence chips, the companies said on Tuesday, as they rush to tap the booming demand for infrastructure to support tools such as ChatGPT.
The Mercury news
siliconvalley.comAMD says Oracle is committing to widespread use of new AI chips
By Ian King, Bloomberg Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI processors, said Oracle Corp. will deploy a large batch of its forthcoming MI450 chips next year. Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement Tuesday. The systems will contain AMD processors and networking components. Related Articles Walmart partners with O…
Oracle announces plans to deploy 50,000 AMD AI chips.
Oracle will begin offering cloud services using AMD’s new Instinct M1450 Series GPUs next year, before expanding the rollout in 2027 and “beyond” as growing AI usage eats up more compute. The deal comes just days after OpenAI announced a deal to use AMD’s chips in its AI data centers. [Link: Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition | https://www.cnbc.com/2025/10/14/oracle-cloud-to-deploy-50000-amd-ai-chips-as-…
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