What chips is Oracle adding to its cloud?

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

Why is this significant for Google?

It marks the first time Google is selling its Tensor Processing Units for use within a third-party data center, rather than only renting capacity to companies.

Is Oracle still using Nvidia chips?

Yes, Oracle says it is also bringing Nvidia's Vera Rubin NVL72 superclusters and Vera CPUs to its Oracle Cloud Infrastructure.

Large Language ModelsAI Business & IndustryYahoo Finance AI56m agoOct 28, 2026, 01:00 JST

Oracle adds Google Tensor Processing Units, Cerebras, SambaNova chips

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3 Key Points

What happened
Oracle signed deals to bring Google's Tensor Processing Units, Cerebras chips, and SambaNova's SN50 processor onto its networks, the first time Google is selling TPUs for use in a third-party data center.
Why it matters
Customers gain more choice of processors for specific workloads, which may help them avoid single-supplier lock-in and contain costs.

WHO IT HITSEnterprise customers running AI workloads on Oracle Cloud Infrastructure will be able to choose among Google, Cerebras, and SambaNova processors for inference and agent tasks, potentially reducing reliance on a single chip supplier.

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Context & Analysis

Oracle's move to host chips from Google, Cerebras, and SambaNova reflects a broader effort by companies to reduce dependence on a single AI chip supplier and to help contain costs. Google's willingness to sell its TPUs for use in a third-party data center is a departure from its previous model of only renting capacity to companies, and it comes as other cloud providers like Amazon are also looking to offer their chips to outside data centers. Nvidia has previously said it generates roughly half of its revenue from hyperscalers, making these diversification efforts particularly notable for the company, though Nvidia's customers are still spending billions to buy its chips. In addition to the chip deals, Oracle is partnering with OpenAI on its Oracle AI Workspace, which lets users access Oracle tools via ChatGPT, and on a new initiative called Oracle AI Security Mesh that lets companies use OpenAI's cyber models to scan, fix, and deploy software within Oracle Cloud Infrastructure.

FAQ

What chips is Oracle adding to its cloud?: Oracle is adding Google's Tensor Processing Units, Cerebras' chips for AI inference and agent processing, and SambaNova's SN50 processor for agentic inference.
Why is this significant for Google?: It marks the first time Google is selling its Tensor Processing Units for use within a third-party data center, rather than only renting capacity to companies.
Is Oracle still using Nvidia chips?: Yes, Oracle says it is also bringing Nvidia's Vera Rubin NVL72 superclusters and Vera CPUs to its Oracle Cloud Infrastructure.

Yahoo Finance AIRead Original Article

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