Which chips is Oracle adding?

Oracle is adding Google Tensor Processing Units, Cerebras's massive chips for AI inference and AI agent processing, and SambaNova's SN50 processor for agentic inference.

What does Oracle's deal with OpenAI include?

Oracle is partnering with OpenAI on Oracle AI Workspace, which lets users access Oracle tools via ChatGPT, and a new Oracle AI Security Mesh that lets companies use OpenAI's cyber models to scan software for flaws within OCI.

Large Language ModelsTop Companies' AI MovesAI Business & IndustryTop Companies AI5m agoOct 28, 2026, 06:30 JST

Oracle adds Google, Cerebras, SambaNova chips to cut Nvidia reliance

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3 Key Points

What happened
Oracle signed deals to put Google Tensor Processing Units, Cerebras chips, and SambaNova's SN50 processor on its networks, and also said it is bringing Nvidia's Vera Rubin NVL72 superclusters and Vera CPUs to Oracle Cloud Infrastructure.
Why it matters
The move marks the first time Google is selling its chips for use within a third-party hyperscaler's data center, broadening the supply of AI processors beyond Nvidia, which has said it generates roughly half of its revenue from hyperscalers.

WHO IT HITSThis affects Oracle's cloud customers who need alternative AI infrastructure, as well as Nvidia, which has said it generates roughly half of its revenue from hyperscalers and now faces more competition from its own customers.

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Context & Analysis

Oracle's decision to bring on chips from Google, Cerebras, and SambaNova reflects a broader industry effort to avoid being locked into a single supplier and to help contain costs. Google's move is notable because it is the first time the company is selling its Tensor Processing Units for use within a third-party hyperscaler's data center, rather than simply renting capacity to companies. Cerebras's chips will provide AI inference capacity and AI agent processing power, while SambaNova's SN50 processor will handle agentic inference.

Other companies are also developing or offering custom AI chips. Amazon, Microsoft, Meta, OpenAI, and Anthropic either currently have or are developing their own custom AI chips. Like Google, Amazon is looking to offer its chips to third-party data center companies; in June, Amazon's head of AI, Peter DeSantis, told Bloomberg that the company was in early discussions to begin selling its chips to outside data centers.

Nvidia has previously said it generates roughly half of its revenue from hyperscalers, making Google's move and Amazon's potential efforts of particular concern. But that doesn't mean Nvidia is in any immediate trouble: Oracle also said it is bringing Nvidia's Vera Rubin NVL72 superclusters and Vera CPUs to its Oracle Cloud Infrastructure, showing that customers are still buying Nvidia's chips alongside alternatives.

FAQ

Which chips is Oracle adding?: Oracle is adding Google Tensor Processing Units, Cerebras's massive chips for AI inference and AI agent processing, and SambaNova's SN50 processor for agentic inference.
Is Google selling its TPUs for the first time?: Yes, this marks the first time Google is selling its chips for use within a third-party hyperscaler's data center, rather than simply renting capacity to companies.
What does Oracle's deal with OpenAI include?: Oracle is partnering with OpenAI on Oracle AI Workspace, which lets users access Oracle tools via ChatGPT, and a new Oracle AI Security Mesh that lets companies use OpenAI's cyber models to scan software for flaws within OCI.

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