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Oct 27, 2026

Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings

Oracle announced an expanded cloud AI chip partnership with Nvidia while also adding offerings from Google and Cerebras Systems. The company is diversifying its AI infrastructure beyond Nvidia's dominant position.

Oct 27, 2026·2 sources

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Top claims

▪Oracle is introducing AI Workspace, a cloud service that integrates Oracle business software with ChatGPT to automate cross-application enterprise workflows on behalf of workers
▪Oracle announced it will use OpenAI models to power its new AI Security Mesh vulnerability remediation tool and a free-to-start Oracle AI SMB Bundle for small businesses
▪Oracle and Nvidia announced an agreement to expand Oracle's cloud infrastructure to multi-gigawatt scale using Nvidia's next-generation Vera Rubin AI server systems

Topics

AI data centers Google TPU Cerebras AI market concentration Tensor Processing Units AI applications Compute, chips & AI infrastructure Cloud Computing AI chips