On October 27, Cerebras Systems and Oracle announced a partnership to provide Cerebras high-speed AI inference services on Oracle Cloud Infrastructure (OCI) by 2027, targeting AI labs, enterprises, and developers, aiming to reduce latency in multi-step agentic workflows and improve AI application responsiveness.
SambaNova announced on October 27 its collaboration with Oracle to bring its SN50 RDU AI inference chip onto OCI. Oracle is building a diverse AI compute portfolio that includes NVIDIA, AMD, Positron Atlas, Google TPU, Cerebras wafer-scale chips, and Intel Xeon Diamond Rapids.
On October 27, Google announced that Oracle will become the first major cloud provider to rent TPUs to customers, with Oracle purchasing the chips directly and the end user being a major customer shared by both companies.
On October 27, Oracle and Snowflake announced that the Snowflake AI Data Cloud will be available as a native first-party service on Oracle Cloud Infrastructure (OCI). Customers can purchase and configure it directly through Oracle, with unified billing and the option to use Oracle Universal Credits.
OpenAI and Oracle announced an expanded partnership to bring business applications and AI agents into ChatGPT and power new Oracle offerings.
Oracle announced it is expanding its cloud AI chip agreement with Nvidia to multi-gigawatt scale for Nvidia's latest Vera Rubin AI servers, and will offer Google TPU chips for the first time, while planning to add inference chips from SambaNova and Cerebras to diversify its chip lineup.
On October 26, Oracle announced the launch of Oracle AI Success Navigator, an agentic AI platform designed to accelerate Fusion Cloud application implementation and modernization. The platform integrates specialized AI agents, implementation expertise, and guidance training, adding six categories of agents covering environment analysis, application design, configuration development, testing, system integration, and innovation opportunity identification. Healthcare provider Lexington Health has reduced some design and configuration workload by 80% using the platform.
On October 20, Oracle and AstraZeneca announced a non-binding agreement to explore the use of AI and real-world data to identify patients eligible for clinical trials, accelerate medical evidence generation, and integrate findings into routine care. The companies will combine AstraZeneca's research expertise with Oracle's data, cloud, AI, and clinical workflow technologies, initially exploring applications in oncology, cardiovascular, renal and metabolic diseases, and plan to establish joint governance and evaluation metrics.
Gartner warned that if AI suppliers maintain current capex growth, more than $3.5 trillion in AI infrastructure investment could face impairment risk by 2030, and predicted over 80% of Neocloud providers would cease independent operations. CoreWeave fell 15.46% to $65.78 on Wednesday, Nebius Group dropped 10.08%, and Oracle declined 8.83%.
On October 13, Oracle's senior vice president of government affairs Josh Pitcock wrote to FERC requesting expedited approval for the Green Chile natural gas pipeline to supply power to a large data center project in New Mexico, known as Project Jupiter. The pipeline, operated by a subsidiary of Energy Transfer LP, would deliver about 400 million cubic feet of natural gas per day to fuel Bloom Energy fuel cells. Its in-service date has been delayed to February 2027.