[SMM Tin Express] Oracle Cloud will deploy 50,000 AMD AI chips starting H2 2026.

Published: Oct 15, 2025 09:06

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According to CNBC, Oracle's (ORCL.N) cloud infrastructure division announced on Tuesday that it will deploy 50,000 AMD (AMD.O) artificial intelligence chips starting in H2 2026. This move indicates that cloud computing companies are increasingly adopting AMD's GPUs as an alternative to Nvidia's dominant position in the AI chip market. "We believe customers will be very proactive in adopting AMD's products, especially in the field of AI inference," said Karan Batta, Senior Vice President of Oracle Cloud Infrastructure. Oracle will use AMD's Instinct MI450 chips, which were released earlier this year. This is AMD's first AI chip that can be assembled into a rack-scale system, allowing 72 chips to work together to support the creation and deployment of the most advanced AI algorithms.

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