HERE'S EVERYTHING ORACLE $ORCL ANNOUNCED TODAYOracle expanded its chip supply deal with Nvidia $NVDA and added Google $G | Hanami
HERE'S EVERYTHING ORACLE $ORCL ANNOUNCED TODAY
Oracle expanded its chip supply deal with Nvidia $NVDA and added Google $GOOGL and Cerebras.
Chips and compute: • Nvidia: Vera Rubin NVL72 and Vera CPUs now generally available on OCI. OCI will introduce HGX Rubin NVL8 with eight Rubin GPUs in an x86 server. The companies are expanding Vera Rubin to multi-gigawatt scale • Google: TPUs will be available through OCI in calendar year 2027 • Cerebras: fast inference will be available on OCI in calendar year 2027 • SambaNova: SambaRack SN50 inference chips to be deployed in OCI data centers • Intel $INTC: plans expanded collaboration with Oracle to support enterprise and agentic AI on OCI
OpenAI: Oracle announced a collaboration to integrate OpenAI models, ChatGPT and Codex with Oracle applications, data and cloud infrastructure.
Data and software: • Snowflake $SNOW AI Data Cloud to be available as a native first-party service on OCI • New Oracle AI Data Platform capabilities to be available within 12 months • Fusion operational analytics available on a limited basis, Fusion Data Intelligence deep insight agents planned in 12 months
Oracle also announced new cloud networking for AI, enterprise security updates and Oracle Media Fabric.
🟢 $ORCL shares extended gains, last up 4.1%. Per Reuters.