By Daniel Howley
Publication Date: 2026-10-27 16:00:00
Oracle (ORCL) is diversifying its AI cloud infrastructure, signing deals to bring chips from Google (GOOG, GOOGL), Cerebras (CBRS), and SambaNova (SANS.PVT) onto its networks as it looks to diversify beyond Nvidia’s processors.
The move marks the first time Google is selling its Tensor Processing Units (TPUs) for use within a third-party data center rather than simply renting capacity to companies.
Cerebras’ massive chips will provide AI inference capacity and AI agent processing power, while SambaNova’s SN50 processor will handle agentic inference.
Oracle says its decision to bring on Google, Cerebras, and SambaNova’s processors provides its customers with the right infrastructure for their particular needs.
Companies are increasingly working to reduce their dependence on Nvidia’s AI chips to avoid being locked into a single supplier and to help contain costs.
Google, Amazon (AMZN), Microsoft (MSFT), Meta (META), OpenAI (OPAI.PVT), and Anthropic (ANTH.PVT) either currently have or are developing their own custom AI chips. Like Google, Amazon is looking to offer its chips to third-party data center companies.
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In June, Amazon’s head of AI Peter DeSantis told Bloomberg that the company was in early discussions to begin selling its chips to outside data centers. In
Nvidia has previously said it generates roughly half of…
