AMD CEO Lisa Su
(Bloomberg) — Advanced Micro Devices Inc. landed a major order from Oracle Corp. for its forthcoming MI450 chips, a sign it’s making headway in its pursuit of Nvidia Corp. in the booming market for AI processors.
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Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement Tuesday. The systems will contain AMD processors and networking components.
The announcement is the latest in a frenzy of commitments by big tech and AI companies to build more computing infrastructure. They’re all racing to meet demand for AI services that they say is skyrocketing.
It’s also another endorsement of AMD technology. The Santa Clara, California-based company is working to become a credible alternative to Nvidia, the dominant provider of AI processors. Shares of the chipmaker rose as much as 4% in New York on Monday, while Oracle’s stock fell 1.8%.
Like its much larger rival, AMD offers so-called AI accelerators — based on graphics processing units — as well as general-purpose processors and some networking chips. It’s now trying to up its game further and match Nvidia’s ability to provide data center owners with complete computers.
In the second quarter, AMD shipped about 100,000 AI processors, according to research firm IDC. Nvidia delivered 1.5 million in the same period.
Oracle and AMD didn’t specify when they expect to complete the installation, but they see it expanding in 2027 “and beyond.” The companies also didn’t say how much of AMD’s total supply would be claimed by Oracle.
The Oracle announcement follows an AMD deal with OpenAI, the AI startup that has clinched computing agreements with a number of chipmakers. In that longer-term partnership, OpenAI is slated to buy 6 gigawatts’ worth of computers featuring AMD accelerators over multiple years. The two arrangements don’t overlap, even though Oracle is providing some computing for OpenAI in its data centers.
On Monday, OpenAI also announced an agreement with chipmaker Broadcom Inc. That deal is meant to add 10 gigawatts of capacity.
Intel Corp., the onetime chip leader, is looking to crack the AI market as well. It’s taking another run at producing an accelerator that will compete directly with semiconductors from Nvidia and AMD.
AMD CEO Lisa Su
(Bloomberg) — Advanced Micro Devices Inc. landed a major order from Oracle Corp. for its forthcoming MI450 chips, a sign it’s making headway in its pursuit of Nvidia Corp. in the booming market for AI processors.
Most Read from Bloomberg
Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement Tuesday. The systems will contain AMD processors and networking components.
The announcement is the latest in a frenzy of commitments by big tech and AI companies to build more computing infrastructure. They’re all racing to meet demand for AI services that they say is skyrocketing.
It’s also another endorsement of AMD technology. The Santa Clara, California-based company is working to become a credible alternative to Nvidia, the dominant provider of AI processors. Shares of the chipmaker rose as much as 4% in New York on Monday, while Oracle’s stock fell 1.8%.
Like its much larger rival, AMD offers so-called AI accelerators — based on graphics processing units — as well as general-purpose processors and some networking chips. It’s now trying to up its game further and match Nvidia’s ability to provide data center owners with complete computers.
In the second quarter, AMD shipped about 100,000 AI processors, according to research firm IDC. Nvidia delivered 1.5 million in the same period.
Oracle and AMD didn’t specify when they expect to complete the installation, but they see it expanding in 2027 “and beyond.” The companies also didn’t say how much of AMD’s total supply would be claimed by Oracle.
The Oracle announcement follows an AMD deal with OpenAI, the AI startup that has clinched computing agreements with a number of chipmakers. In that longer-term partnership, OpenAI is slated to buy 6 gigawatts’ worth of computers featuring AMD accelerators over multiple years. The two arrangements don’t overlap, even though Oracle is providing some computing for OpenAI in its data centers.
On Monday, OpenAI also announced an agreement with chipmaker Broadcom Inc. That deal is meant to add 10 gigawatts of capacity.
Intel Corp., the onetime chip leader, is looking to crack the AI market as well. It’s taking another run at producing an accelerator that will compete directly with semiconductors from Nvidia and AMD.
