Oracle expands partnership with Nvidia, adds AI chips from Google and Cerebras
October 30, 2026 · 2 min read
Oracle has expanded its supply contract for artificial intelligence chips with Nvidia and announced on Tuesday, October 27, that it will begin offering processors from competitors of the manufacturer, including chips from Google and Cerebras Systems.
This move represents a diversification of the company's cloud infrastructure. By broadening its range of suppliers, Oracle aims to meet different profiles of artificial intelligence workload with varied technologies.
In the agreement with Nvidia, Oracle committed to expanding its capacity for what is called 'multi-gigawatt scale' using the new generation of AI servers, Vera Rubin, from the manufacturer. The value of the contract has not been disclosed. The CEO of Nvidia, Jensen Huang, states that Vera Rubin systems can generate up to $40 billion in revenue per gigawatt for the company.
Even in the Nvidia hardware-based systems, Oracle chose to replace some of the manufacturer's network chips with its own internally developed Acceleron network chips.
In addition to Google's graphics processors, known as tensor processing units (TPUs), Oracle also plans to offer chips from SambaNova Systems, backed by Intel, and from Cerebras Systems. Both companies manufacture chips aimed at what the sector refers to as inference, the stage where AI systems respond to user requests. While Nvidia dominates the market for model training, the inference segment is more competitive and diversified.
The president of Oracle's cloud infrastructure, Mahesh Thiagarajan, states that different AI workloads have different computational needs and that this choice gives clients the flexibility to select the right infrastructure for performance, processing capacity, and cost-efficiency of each AI workload.
The CEO of Cerebras, Andrew Feldman, claims that the agreement with Oracle represents a huge expansion of its high-end customer base and that the company is being deployed in third-party data centers on a large scale.
Oracle has not disclosed how it plans to finance the chip acquisitions. In a results teleconference the previous month, the company stated that clients are increasingly bearing the costs of the chips. The company maintained its capital expenditure forecast between $90 billion and $95 billion for the fiscal year 2027. Oracle also plans to hold an investor presentation day this week.