Oracle AI World: Google TPUs on OCI and expanded OpenAI enterprise offerings
Oracle announced AI infrastructure deals, including bringing Google TPUs to Oracle Cloud in 2027 and four new OpenAI enterprise offerings.
Oracle $ORCL announced several AI partnerships and infrastructure updates at Oracle AI World in Las Vegas today. Here's a breakdown of the major announcements: - $NVDA: Expanding NVIDIA Vera Rubin Superclusters to multi-gigawatt scale. Vera Rubin NVL72 systems and Vera CPUs are now available on Oracle Cloud. - $GOOGL: Bringing Google's custom TPU chips to Oracle Cloud starting in 2027, making Oracle the first hyperscaler outside Google to offer them. This includes TPU 8t for training and TPU 8i for inference. - $CBRS: Partnering with Cerebras to bring high-speed AI inference systems to Oracle Cloud in 2027. - SambaNova: Adding another specialized AI inference chip option to Oracle's cloud infrastructure. - OpenAI: Expanding their partnership with four enterprise offerings that integrate ChatGPT and Codex into business workflows, cybersecurity, application development, and small-business operations. - $SNOW: Bringing Snowflake's AI Data Cloud to Oracle Cloud as a native, first-party service, with customers able to purchase and manage it directly through Oracle.