Oracle 云推多芯片租赁，并上线含 ChatGPT 与 Codex 的 OpenAI 套件

Patrick Moorhead @PatrickMoorhead原推发布于 2026.10.28

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OCI may not be doing its own chips but wants to be the go-to platform for all accelerated compute variants. Some notable quotables: -“Oracle wants to be the cloud where you can rent any chip. NVIDIA, AMD, Intel, Google, even OpenAI’s own.” (Including Cerebras ‘27, Sambanova no date and no date for OpenAI.) -“Google putting TPUs in someone else’s data center is the semis story of the day.” (2027) -“Agents run on inference. Most of the new chips Oracle lined up this week are built for exactly that.” -"Oracle plans to host OpenAI’s own inference chip, built with Broadcom, to add capacity for OpenAI. It also launched a product suite with OpenAI that puts ChatGPT and Codex in front of Oracle’s apps, plus a plan to certify a million people on OpenAI tools." H/T @LeoneDataAI who’s on the ground at the show. $ORCL