Oracle Cloud to roll out 50,000 AMD AI GPUs, turning up the heat on Nvidia

Oracle said it will deploy 50,000 AMD Instinct MI450 accelerators starting in the second half of 2026, a bid to diversify AI compute beyond Nvidia’s dominant data-center GPUs. The move deepens ties across the AI supply chain: OpenAI has lined up multi-year AMD capacity and a separate five-year Oracle cloud deal reportedly worth up to hundreds of billions, even as it pursues custom chips with Broadcom. Investors took note—Oracle slipped, Nvidia fell more than 4%, and AMD ticked higher—underscoring the stakes as cloud providers jockey to secure power, silicon, and software for the next phase of AI. Oracle says AMD will be attractive for inference workloads and at rack scale, but it must translate capacity into differentiated enterprise AI services to keep pace with Microsoft, Amazon, and Google.

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