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Oracle, in effort to reduce reliance on Nvidia, adds AI chips from Google, Cerebras, and SambaNova

Oracle is broadening its artificial intelligence hardware offerings on Oracle Cloud Infrastructure by incorporating chips from Google, Cerebras, and SambaNova. This diversification strategy aims to reduce the company's reliance on Nvidia, manage mounting costs, and address supply chain risks. Alongside these new integrations, Oracle is simultaneously expanding its existing chip supply agreement with Nvidia to include Vera Rubin and Vera CPUs scaling to multi-gigawatt levels. The inclusion of Google Tensor Processing Units marks a notable shift for Google by bringing its proprietary hardware into third-party data centers. Meanwhile, Cerebras inference capabilities on the cloud service are planned for rollout in 2027.

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  • ✓ Oracle is adding AI chips from Google, Cerebras, and SambaNova to its cloud service.
  • ✓ Oracle is expanding its chip supply deal with Nvidia to include Vera Rubin and Vera CPUs.
  • ✓ Google and Oracle partnered to bring Google TPUs to Oracle Cloud Infrastructure.
🛡️ Source Corroboration: 10 independent reporting domains (100% confidence) ⏱ Read time: ~2 min

What changed

Oracle announced it is adding hardware from Google, Cerebras, and SambaNova to its cloud infrastructure while simultaneously expanding its Nvidia supply agreement.

Live updates

  1. Oracle Adds AI Chips from Google, Cerebras, and SambaNova

    Oracle is broadening its artificial intelligence hardware offerings on Oracle Cloud Infrastructure by incorporating chips from Google, Cerebras, and SambaNova. This diversification strategy aims to reduce the company's reliance on Nvidia, manage mounting costs, and address supply chain risks. Alongside these new integrations, Oracle is simultaneously expanding its existing chip supply agreement with Nvidia to include Vera Rubin and Vera CPUs scaling to multi-gigawatt levels. The inclusion of Google Tensor Processing Units marks a notable shift for Google by bringing its proprietary hardware into third-party data centers. Meanwhile, Cerebras inference capabilities on the cloud service are planned for rollout in 2027.

    Why it matters

    Demand for specialized artificial intelligence infrastructure has surged, creating tight supply constraints and heavy financial commitments for cloud providers. Oracle is managing a ninety-five billion dollar spending plan to scale its data center operations. Diversifying hardware suppliers allows major cloud platforms to mitigate availability bottlenecks while offering clients alternative processing architectures.

    What is confirmed

    • Oracle is adding AI chips from Google, Cerebras, and SambaNova to its cloud service.
    • Oracle is expanding its chip supply deal with Nvidia to include Vera Rubin and Vera CPUs.
    • Google and Oracle partnered to bring Google TPUs to Oracle Cloud Infrastructure.

    Still unconfirmed

    • Cerebras inference on Oracle's cloud is planned for 2027 and is not available today.

    What to watch next

    • The actual deployment and customer availability of Cerebras inference on Oracle Cloud in 2027.
    • Further expansion or integration timelines for Google TPUs within third-party data centers.
    Sources used for this update (11)
    1. Yahoo Finance — Oracle, in effort to reduce reliance on Nvidia, adds AI chips from Google, Cerebras, and SambaNova
    2. Reuters — Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings
    3. Google Cloud — Google and Oracle are partnering to bring Google TPUs to Oracle Cloud Infrastructure
    4. Bloomberg.com — Oracle to Offer Cerebras Computers in AI Cloud Service
    5. NVIDIA Newsroom — NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure
    6. CNBC — Google alters its cloud playbook, enlisting partners to sell more AI chips
    7. finance.yahoo.com — Oracle, in effort to reduce reliance on Nvidia, adds AI chips ...
    8. finance.yahoo.com — Oracle expands chip supply deal with Nvidia, adds Google and ...
    9. www.datacenterknowledge.com — Oracle Cloud to Offer Google TPUs and New AI Chips
    10. superpowerdaily.com — Oracle signs deals for Google and other AI chips, keeping ...
    11. www.whalesbook.com — Oracle Broadens AI Chip Strategy to Reduce Reliance on Nvidia
    confidence 100%
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