Cerebras stories

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, 20262 sources

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

People involved

Andrew Feldman

Subtopics

AI applications1 AI chips1 AI data centers1 AI market concentration1 Cloud Computing1 Compute, chips & AI infrastructure1 Google TPU1 Tensor Processing Units1

Related timelines