Oracle Corp (NYSE:ORCL, ETR:ORC) Cloud Infrastructure on Tuesday unveiled plans to deploy 50,000 Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) Instinct MI450 AI processors starting in the second half of 2026, signaling a major expansion of its partnership with the chipmaker.
The MI450 chips are AMD’s first designed for rack-scale configurations, allowing up to 72 processors to work together to support advanced artificial intelligence workloads.
The deployment is part of a growing trend among cloud providers seeking alternatives to Nvidia Corp (NASDAQ:NVDA, ETR:NVD) GPUs, which currently dominate the AI chip market.
The move builds on AMD’s recent multibillion-dollar agreement with OpenAI and could help accelerate the company’s market share in AI hardware.
The financial terms of the deal have not been disclosed.
AMD shares traded up 3.5% on the update, while shares of Nvidia fell as much as 3.5%.