✉news TechnologySemiconductors first seen 1 d ago, last 6 h ago, peak #2
Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings
Oracle has broadened its chip supply agreement with Nvidia and is adding offerings built on Google and Cerebras processors, expanding the range of AI computing capacity it can offer customers through its cloud business. The move highlights fierce competition among cloud providers to secure scarce AI chips from multiple suppliers as demand for training and running AI models keeps climbing.
Why now: Cloud providers are racing to lock in AI chip supply amid surging demand, so Oracle diversifying beyond Nvidia is significant news for the industry.
Evidence
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