Oracle widens its AI chip line-up with Nvidia’s Vera Rubin, Google TPUs and Cerebras, and embeds OpenAI tools

Oracle expanded its chip supply deal with Nvidia and added offerings from Google and Cerebras^1,2. The Nvidia agreement covers Nvidia’s newest generation of “Vera Rubin” AI servers¹. The companies did not disclose the value of the deal^1,2.

Nvidia’s Vera Rubin systems and Vera CPUs are now generally available on Oracle, with other AI hardware deployments due to follow⁵. Oracle will also offer Google’s TPU AI chip through its cloud infrastructure, OCI, and will be the first hyperscaler to offer the TPU outside Google⁶.

Separately, Oracle is embedding OpenAI’s ChatGPT and Codex in its business applications⁴. The moves expand Oracle’s cloud infrastructure partnerships to include Google, OpenAI and Cerebras³.

Why it matters to investors

The announcements broaden Oracle’s sources of AI computing beyond a single supplier. By adding Google’s TPU and Cerebras alongside Nvidia¹, Oracle gives customers a choice of chips within its cloud, and it gains access to Google’s chip outside Google’s own cloud for the first time among hyperscalers⁶.

For Nvidia, the expanded deal places its newest Vera Rubin generation in another large cloud^1,5. The value was not disclosed, though Nvidia’s chief executive Jensen Huang has previously described the output that Vera Rubin systems can generate².

The OpenAI agreement extends Oracle’s role from supplying computing power to distributing AI software. OpenAI president Greg Brockman said: “More businesses are choosing OpenAI as we make it easier to put AI to work through the tools and systems they already use”³. He also said OpenAI is transforming how enterprises solve business problems⁴. Those are the company’s own claims about demand.

For Google, offering the TPU through OCI⁶ puts its chip into a rival cloud and into competition with Nvidia’s hardware on the same platform¹.

What to watch

The first marker is the rollout of the further AI hardware deployments that Oracle said will arrive soon⁵, and how quickly customers adopt the Google TPU on OCI⁶.

The second is disclosure. Neither Oracle nor Nvidia gave the value of the expanded supply deal¹, so later company reports will be the first indication of its size.

The third is the uptake of ChatGPT and Codex inside Oracle’s applications⁴. Adoption by business customers will show whether the partnership with OpenAI³ adds to Oracle’s software revenue as well as to its cloud business.