Oracle To Deploy 50K AMD AI Chips In 2026 As Cloud Firms Diversify Beyond Nvidia

Benzinga

Oracle will deploy 50,000 AMD Instinct MI450 GPUs starting in late 2026 to meet rising AI demand. The move, tied to its $300B OpenAI cloud deal, highlights growing competition with Nvidia as firms diversify GPU supply.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:02Oracle Cloud Infrastructure said Tuesday it will deploy 50,000 AMD GPUs starting in the second half of 2026

00:08as demand grows for alternatives to NVIDIA's market-dominant AI chips, that according to CNBC.

00:14Oracle will use AMD's new Instinct MI450 chips, the company's first AI processor designed to scale up

00:20to 72 units working as one system for advanced AI workloads.

00:24The announcement follows a $300 billion cloud deal between Oracle and OpenAI

00:28and a separate multi-gigawatt AMD processor deal that could give OpenAI a 10% stake in AMD.

00:35Oracle executives said AMD's chips will be critical in AI-inferencing applications,

00:40underscoring growing competition in the GPU market as tech firms see greater supply diversity.

00:45For all things money, visit Benzinga.com.

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