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

Oracle Corp. announced major expansions to its cloud AI infrastructure on October 27, 2026. The cloud provider is broadening its existing deal with Nvidia to multi-gigawatt deployments of Vera Rubin servers while diversifying its hardware by adding Google's TPUs, Cerebras Systems' wafer-scale processors, and OpenAI's Jalapeño inference chips. Markedly, Google is supplying its TPUs to another hyperscaler for the first time. Oracle is also integrating ChatGPT into its cloud applications to automate enterprise workflows and maintain its $90B to $95B capital expenditure target for fiscal 2027.

Oracle expands chip offerings across providers

• ▪Oracle Corp. announced on October 27, 2026, that it is expanding its cloud AI chip deals with Nvidia and adding chips from Google, Cerebras Systems, and SambaNova Systems to its public cloud infrastructure
• ▪Mahesh Thiagarajan, president of Oracle Cloud Infrastructure, stated that providing diverse chip options gives customers flexibility to select infrastructure optimized for the performance, throughput, and economics of different AI workloads

Oracle partners with Cerebras Systems

• ▪Oracle announced plans to offer wafer-scale AI accelerators from Cerebras Systems Inc. for inference workloads in its public cloud data centers
• ▪Cerebras CEO Andrew Feldman stated that the supply agreement with Oracle represents a massive expansion of Cerebras' customer base of tier-one cloud providers

Oracle integrates OpenAI software and models

• ▪Oracle announced partnerships with OpenAI Group PBC on October 27, 2026, to deploy OpenAI's Jalapeño inference processor and integrate Oracle business applications directly into ChatGPT
• ▪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 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 App Composer software tool

• ▪Oracle included App Composer in a free-to-start product suite for small businesses that offers $12,000 in annual cloud credits
• ▪Oracle introduced App Composer, an AI-assisted tool that enables non-technical users to build and deploy custom enterprise software on managed cloud infrastructure