Market Flux Event
Oracle Unveils Sweeping AI Chip and Software Partnerships at Oracle AI World in Las Vegas
Read this in the Market Flux appOracle used its Oracle AI World conference in Las Vegas on October 27 to announce a broad expansion of its cloud AI infrastructure, adding chip suppliers, deepening its OpenAI relationship, and integrating new data services. The announcements span hardware, software, and enterprise applications and sent Oracle shares up roughly 4-5 percent on the day, with the stock trading around $132.
On the hardware side, Oracle and Nvidia are expanding their Vera Rubin partnership to multi-gigawatt scale, with Vera Rubin NVL72 systems and Vera CPUs now generally available on Oracle Cloud Infrastructure. Oracle also plans to introduce HGX Rubin NVL8 systems with eight Rubin GPUs in an x86 server to support frontier model training and agentic workloads. Beyond Nvidia, Oracle announced it will bring Google's custom TPU chips to OCI starting in 2027, making it the first hyperscaler outside Google to offer them. The lineup includes TPU 8t for training and TPU 8i for inference. Cerebras will contribute high-speed AI inference to OCI also in 2027, and SambaNova's SambaRack SN50 inference chips will be deployed directly in OCI data centers. Intel separately announced plans for an expanded collaboration with Oracle to support enterprise and agentic AI on OCI.
Oracle also deepened its partnership with OpenAI, announcing four enterprise offerings that integrate ChatGPT and Codex into business workflows, cybersecurity, application development, and small-business operations. The company launched an AI security mesh powered by OpenAI models and expanded Fusion Data Intelligence with AI agents, with deep insight agents planned within 12 months. On the data side, Snowflake's AI Data Cloud will be available as a native, first-party service on OCI, purchasable and managed directly through Oracle. Oracle also unveiled a new AI Data Platform with ontology capabilities, new cloud networking features for AI workloads, and Oracle Media Fabric.
Cerebras stock surged roughly 9.5 percent on the news, while Oracle's own shares extended gains through the session. The announcements reflect Oracle's strategy to diversify its chip supply away from reliance on Nvidia alone while simultaneously building out its enterprise AI software layer through the OpenAI relationship and new data platform capabilities.
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- Wallstengine$AVGO +3.5% Following the announcement of a $63B financing deal covering roughly 1.7GW of Anthropic's planned AI compute capacity, using Broadcom's XPU accelerators and networking systems, with deliveries starting in 2027. The deal creates a separate financing vehicle that will purchase Broadcom's hardware and lease it to Anthropic. Bank of America, Citi, and Morgan Stanley are arranging the senior debt, while Blackstone backs the second-lien financing. StoneX notes that the deal finances compute Anthropic had already planned for 2027, rather than representing an entirely new $63B hardware order. UBS points out that "Broadcom is neither the lender nor the borrower" in this structure. Instead, it provides residual-value support covering approximately 72.5% of the financing, or roughly $46B, while collecting a fee for that support. Including the earlier $35B financing arrangement for 2026 shipments, UBS estimates Broadcom's combined residual-value exposure at $70B–$75B. This isn't an upfront cash outlay, and the exposure declines as Anthropic makes lease payments, but it does leave Broadcom with a significant financial obligation tied to the future value of the hardware.
- TheTradeXchange$INTC $ORCL Intel and Oracle Plan Expanded Collaboration to Support Enterprise and Agentic AI on Oracle Cloud Infrastructure
- ReutersOracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings
- FirstSquawkNVIDIA & ORACLE EXPAND NVIDIA VERA RUBIN
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- Crypto BriefingOracle expands partnership with OpenAI to enhance AI capabilities
- Marketsday$NVDA is buying $3 billion of the $95 billion stock offering $META announced. The two Big Tech giants are expanding their work on Meta’s Muse AI agent.
- NaeemAslam23🚨 🇺🇸 CEREBRAS SURGES AS ORACLE ADDS ITS ULTRAFAST AI CHIPS TO CLOUD Cerebras $CBRS and Oracle $ORCL plan to bring Cerebras AI inference to Oracle Cloud Infrastructure in 2027. A snapshot showed $CBRS at $118.64, up 9.48%. The big shift is from training AI to running it. Every step an AI agent takes needs a fast response. Oracle is giving customers another chip option as demand grows for AI that actually completes tasks. For $CBRS, this opens access to Oracle's enterprise buyers. For $ORCL, faster AI services boost its cloud offering. The key tests are rollout, usage and margins.
- SquawkStreet"In many use cases, the cost of the infrastructure of AI is still rising – those are not formulas for high returns for equity investors from here." Elevation Partners Co-Founder @Moonalice calls Anthropic's IPO an opportunity to cash out:
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- FaststocknewssHERE'S EVERYTHING ORACLE $ORCL ANNOUNCED TODAY Oracle expanded its chip supply deal with Nvidia $NVDA and added Google $GOOGL and Cerebras. Chips and compute: • Nvidia: Vera Rubin NVL72 and Vera CPUs now generally available on OCI. OCI will introduce HGX Rubin NVL8 with eight Rubin GPUs in an x86 server. The companies are expanding Vera Rubin to multi-gigawatt scale • Google: TPUs will be available through OCI in calendar year 2027 • Cerebras: fast inference will be available on OCI in calendar year 2027 • SambaNova: SambaRack SN50 inference chips to be deployed in OCI data centers • Intel $INTC: plans expanded collaboration with Oracle to support enterprise and agentic AI on OCI OpenAI: Oracle announced a collaboration to integrate OpenAI models, ChatGPT and Codex with Oracle applications, data and cloud infrastructure. Data and software: • Snowflake $SNOW AI Data Cloud to be available as a native first-party service on OCI • New Oracle AI Data Platform capabilities to be available within 12 months • Fusion operational analytics available on a limited basis, Fusion Data Intelligence deep insight agents planned in 12 months Oracle also announced new cloud networking for AI, enterprise security updates and Oracle Media Fabric. 🟢 $ORCL shares extended gains, last up 4.1%. Per Reuters.
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- Cointelegraph⚡️ NEW: Oracle is integrating ChatGPT and Codex into its applications and adding Google TPUs, OpenAI’s Jalapeño chip and Cerebras hardware to its cloud infrastructure.
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- SeekingAlphaWall Street giants are backing a $64B deal to build out AI compute capacity. $SMH $XLF $AVGO provides the underlying technology for Anthropic and residual value support for the first lien portion. $BX leads as sole provider of committed second lien debt, alongside lead partners $C, $BAC, and $MS. Broadcom: Revenue growth = ~49% Forward PEG ratio = 0.50, outstripping Blackstone Seeking Alpha Quant Rating for Broadcom: Strong Buy. Seeking Alpha Quant Rating for Blackstone: Hold. Seeking Alpha Quant Rating for Citi: Hold. Seeking Alpha Quant Rating for Morgan Stanley: Hold. Wall Street funds the buildout. Does Broadcom capture the upside?
- Unusual_WhalesAI companies are scrambling for cash at a record pace, per The Washington Post. The buildout is so expensive that even Silicon Valley’s giants are burning through cash, and they’re now racing each other to raise money for data centers, chips and equipment. Just this month: Meta plans to raise up to $95 billion by selling stock, with AMD and Nvidia buying in Anthropic is preparing one of the largest IPOs ever OpenAI is reportedly seeking $30 billion at a valuation above $1.4 trillion
- Bloomberg TechnologyMeta Boosts Equity Offering to $98 Billion, Raising Its AI Bet