Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings

Oracle said on Tuesday it is expanding its cloud AI chip deals with Nvidia while also diversifying to add offerings from Nvidia rivals such as Alphabet’s Google and Cerebras Systems.

Oracle and Nvidia said the cloud firm will expand to “multi-gigawatt scale” with Nvidia’s newest generation of “Vera Rubin” AI servers. The companies did not disclose the value of the deal, though Nvidia CEO Jensen Huang has previously said that Vera Rubin systems can generate up to $40 billion in revenue per gigawatt for the chipmaker.