Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings
NVDA•Oracle is expanding its Nvidia cloud AI chip deal to “multi-gigawatt scale” and will add Google TPU, SambaNova and Cerebras chips to its offerings. The companies did not disclose the Nvidia deal’s value; Oracle maintained its fiscal 2027 capital spending target of about $90 billion to $95 billion.
1. Expanded Nvidia deal
Oracle and Nvidia said Oracle’s cloud business will expand to “multi-gigawatt scale” with Nvidia’s newest generation of Vera Rubin AI servers. They did not disclose the deal’s value. Nvidia CEO Jensen Huang has previously said Vera Rubin systems can generate up to $40 billion in revenue per gigawatt for Nvidia.
2. More chip options
Oracle said it will offer Google tensor processing units for the first time, along with chips from SambaNova Systems and Cerebras Systems. Oracle also said Nvidia-based systems will use Oracle’s in-house Acceleron networking chips in place of some Nvidia networking chips. Oracle maintained its fiscal 2027 capital spending target of about $90 billion to $95 billion, and did not disclose how it plans to finance chip purchases.
