Oracle AI World 25 - Oracle bets big on AMD to diversify AI infrastructure portfolio as chip wars intensify

Oracle has announced a major expansion of its partnership with AMD, positioning itself to be the first hyperscaler to offer a publicly available AI supercluster powered by 50,000 AMD Instinct MI450 Series GPUs starting in Q3 2026, with further expansion planned for 2027 and beyond.

The move, unveiled at Oracle AI World in Las Vegas, represents a significant bet on AMD's ability to challenge NVIDIA's dominance in the AI infrastructure market. It comes as Oracle continues to build out massive AI capacity to support the unnamed large customers—including what CEO Safra Catz has described as a $30 billion+ annual contract—that have driven Oracle Cloud Infrastructure's explosive growth.

Forrest Norrod, executive vice president and general manager of AMD's Data Center Solutions Business Group said:

AMD and Oracle continue to set the pace for AI innovation in the cloud. With our AMD Instinct GPUs, EPYC ...