✉news TechnologySemiconductors first seen 14 h ago, last 31 min ago, peak #2
Oracle expands chip supply deal with Nvidia, adds Google and Cerebras
Original: Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings
Oracle has expanded its chip supply agreement with Nvidia and added new compute offerings based on Google and Cerebras chips. The move broadens Oracle's cloud infrastructure options as demand for AI computing power surges, letting customers choose among competing AI accelerators. It highlights how cloud providers are securing diverse chip supplies amid Nvidia's dominance and tight availability of advanced processors.
Why now: Cloud providers are racing to secure AI chip capacity, and Oracle diversifying beyond Nvidia is significant news for the AI infrastructure market.
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