ORACLE DEEPENS AI PARTNERSHIP WITH AMD TO CHALLENGE NVIDIA’S CLOUD DOMINANCE

Oracle is taking a decisive step in the global race for artificial intelligence infrastructure.

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The company announced that it will soon offer cloud services powered by AMD's next-generation Al chips, marking a deep expansion of their collaboration and signaling growing competition against Nvidia’s commanding lead in Al hardware.

BUILDING A NEW FOUNDATION FOR AI WORKLOADS

Oracle Cloud Infrastructure (OCI) will be among the first platforms to deploy AMD's upcoming Instinct MI450 accelerators, expected to launch in 2026. This new generation of chips builds upon the MI300 series, already integrated into several Oracle cloud regions, and promises higher efficiency, lower latency, and better scalability for advanced Al workloads.

The partnership is not new—Oracle has been a strategic customer of AMD for years—but this expansion is its boldest move yet into Al-specialized infrastructure. By committing to thousands of MI450-based systems, Oracle aims to become a top-tier alternative to cloud giants like Amazon, Google, and Microsoft, all of which rely heavily on Nvidia GPUs to power their Al offerings.

This initiative also represents a direct response to surging demand from enterprises seeking affordable compute power to train large language models and run high-intensity inferencing at scale. According to Oracle, customers using the new AMD hardware will gain access to improved performance-per-dollar ratios and energy efficiency, two metrics increasingly critical in the competitive AI cloud landscape.

THE STRATEGIC ROLE OF AMD'S INSTINCT LINE

AMD's Instinct line has quietly become a credible alternative to Nvidia's H100 and H200 accelerators. The upcoming MI450 chips, built on a refined 3-nanometer architecture, are expected to deliver major gains in throughput and memory bandwidth while integrating tightly with AMD's EPYC CPUs and Pensando networking processors.