Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings

NVIDIA logo is displayed on a screen ahead of NVIDIA CEO Jensen Huang's keynote at the NVIDIA GTC conference, focused on advances in AI and computing shaping industries, in Berlin, Germany, October 21, 2026. REUTERS/Annegret Hilse

SAN FRANCISCO, Oct ⁠27 (Reuters) - Oracle said on Tuesday it is expanding its cloud AI chip ⁠deals with Nvidia while also diversifying to add offerings from Nvidia ‌rivals such as Alphabet's Google and Cerebras Systems.

Oracle and Nvidia said the cloud firm will expand to "multi-gigawatt scale" with Nvidia's newest generation of "Vera Rubin" AI servers. The companies did not disclose the value of ​the deal, though Nvidia CEO Jensen Huang has ⁠previously said that Vera Rubin systems ⁠can generate up to $40 billion in revenue per gigawatt for the chipmaker.

Oracle is ⁠also ‌diversifying its offerings, saying that even the Nvidia-based systems will skip some ofNvidia's networking chips in favor of Oracle's own in-house "Acceleron" networking chips. Oracle ⁠on Tuesday said it will begin offering Google's tensor processing ​unit (TPU)chips for the first ‌time.

"Different AI workloads have different compute needs," Mahesh Thiagarajan, president of Oracle ⁠Cloud Infrastructure, said ​in a statement. "That choice gives (customers) the flexibility to choose the right infrastructure for the performance, throughput and economics of each AI workload.”

In addition to Google chips, Oracle plans to ⁠offer chips from Intel-backed SambaNova Systems and Cerebras Systems, ​both of which make chips for what is known as inference, when AI systems respond to requests from human users. While Nvidia dominates the market for training AI ⁠systems, the inference market is more competitive and diverse.

"That's a massive expansionof our customer base of tier-one customers," Cerebras CEO Andrew Feldman said of the Oracle deal in an interview with Reuters. "We're being deployed in other people's data centers at large ​scale."

Oracle, which plans to hold an investor day this ⁠week, did not disclose how it plans to finance the chip purchases. During an ​earnings call last month, Oracle said customers are increasingly ‌footing the bill for chips and maintained ​its capital spending target of about $90 billion to $95 billion for the 2027 fiscal year.

(Reporting by Stephen Nellis in San Francisco; Editing by Will Dunham)

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2026年10月21日，在德国柏林举行的NVIDIA GTC大会上，NVIDIA首席执行官黄仁勋发表主题演讲前，屏幕上显示着NVIDIA的标志。本次大会聚焦人工智能和计算领域的进步如何塑造各行各业。（路透社/Annegret Hilse）

旧金山，10 月 27 日（路透社）——甲骨文公司周二表示，该公司正在扩大与英伟达的云人工智能芯片交易，同时还将多元化发展，增加来自英伟达竞争对手（如 Alphabet 旗下的谷歌和 Cerebras Systems）的产品。

甲骨文和英伟达宣布，这家云计算公司将借助英伟达最新一代“Vera Rubin”人工智能服务器，将业务规模扩展至“多吉瓦级”。两家公司并未透露交易金额，但英伟达首席执行官黄仁勋此前曾表示，Vera Rubin系统每吉瓦可为这家芯片制造商创造高达400亿美元的收入。

甲骨文公司也在拓展产品线，表示即使是基于英伟达处理器的系统，也会放弃部分英伟达的网络芯片，转而采用甲骨文自主研发的“Acceleron”网络芯片。甲骨文周二宣布，将首次开始提供谷歌的张量处理单元（TPU）芯片。

Oracle云基础设施总裁马赫什·蒂亚加拉詹在一份声明中表示：“不同的AI工作负载有不同的计算需求。这种选择让（客户）能够灵活地为每项AI工作负载的性能、吞吐量和经济效益选择合适的基础设施。”

除了谷歌芯片外，甲骨文还计划提供英特尔支持的SambaNova Systems和Cerebras Systems的芯片，这两家公司都生产用于推理的芯片，即人工智能系统响应人类用户请求的芯片。虽然英伟达在人工智能系统训练市场占据主导地位，但推理市场竞争更加激烈，也更加多元化。

Cerebras首席执行官安德鲁·费尔德曼在接受路透社采访时谈到与Oracle的交易时表示：“这将极大地扩展我们的一级客户群。我们的产品正在大规模部署到其他人的数据中心。”

甲骨文公司计划在本周举行投资者日活动，但并未透露其芯片采购的融资计划。在上个月的财报电话会议上，甲骨文表示，客户越来越多地承担芯片费用，并维持其2027财年约900亿至950亿美元的资本支出目标。

（旧金山 Stephen Nellis 报道；Will Dunham 编辑）

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