Oracle Cloud to deploy 50,000 AMD AI chips - CNBC

[Oracle Reports Quarterly Earnings]
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Oracle Cloud Infrastructure (NYSE:ORCL [https://seekingalpha.com/symbol/ORCL]) plans to deploy 50,000 Advanced Micro Devices (NASDAQ:AMD [https://seekingalpha.com/symbol/AMD]) graphics processors starting in the second half of 2026, _CNBC _reported.

“We feel like customers are going to take up AMD very, very well — especially in the inferencing space,” said Karan Batta, senior vice president of Oracle Cloud Infrastructure, in an interview with CNBC’s Seema Mody.

The decision reflects a broader trend of cloud providers increasingly adopting AMD GPUs as an alternative to Nvidia’s (NVDA [https://seekingalpha.com/symbol/NVDA]) dominant chips for artificial intelligence workloads.

ORCL shares fell -1.5% premarket. AMD advanced +3.2%

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