Business Insider·2025-10-14 13:36Core Viewpoint - AMD and Oracle have announced a partnership for AMD to deploy 50,000 advanced AI chips in Oracle's data centers starting in the second half of 2026, enhancing AMD's competitive position against Nvidia [1][2]. Group 1: Partnership Details - AMD will supply 50,000 of its Instinct MI450 GPUs to Oracle, which are also being supplied to OpenAI for AI model training and inference [1][2]. - The financial terms of the AMD and Oracle deal were not disclosed [1]. Group 2: Market Context - This partnership follows AMD's recent multi-billion-dollar agreement to supply chips to OpenAI, positioning AMD more favorably against Nvidia, which has been a dominant player in the AI chip market [2]. - Oracle's senior vice president expressed confidence in customer adoption of AMD's chips, particularly in the inferencing space [3]. Group 3: Recent Industry Developments - The Oracle-AMD partnership is part of a broader trend of AI infrastructure deals among major tech companies, including a recent agreement between Broadcom and OpenAI for 10 gigawatts of custom AI accelerators [4]. - Nvidia has also announced a significant deal with OpenAI, providing access to 10 gigawatts of GPUs and a $100 billion investment [4].