Oracle buys 30,000 new AMD chips for AI cloud

Oracle buys 30,000 new AMD chips for AI cloud

Oracle Cloud (OCI) demand continues to outstrip supply, CFO Safra Catz told investors on a Q3 earnings call – saying “component delays that have slowed cloud capacity expansion this year, should ease in Q1 FY ’26.”

It’s spending to unblock these obstacles where it can though.

Oracle is “in the process of building a gigantic 64,000 GPU, liquid-cooled NVIDIA GB 200 cluster for AI training” said CTO Larry Ellison on the same Q3 call – also revealing that Oracle “signed a…

Article Source
https://www.thestack.technology/oracle-buys-30-000-new-amd-chips-for-ai-cloud-laments-bottlenecks/

More From Author

Nvidia-backed AI firm signs $12b AI cloud deal with OpenAI – Tech in Asia

Google Pixel 9a: All we need to know about the iPhone 16e competitor

Google Pixel 9a: All we need to know about the iPhone 16e competitor

Listen to the Podcast Overview

Watch the Keynote