Oracle(US:ORCL) Sou Hu Cai Jing·2025-12-13 03:00Core Insights - Oracle's chairman Larry Ellison announced the sale of its stake in Ampere Computing, resulting in a pre-tax profit of approximately $2.7 billion (around 19.07 billion RMB) [1] - SoftBank Group acquired Ampere Computing for $6.5 billion in cash, with Oracle selling about 29% of its shares in the company [1] - This transaction signifies Oracle's exit from direct investment in general-purpose server chip design [1][3] Strategic Shift - Ellison stated that Oracle no longer sees strategic value in designing, manufacturing, and using self-developed chips for cloud data centers [3] - Oracle is adopting a "Chip Neutrality" policy to remain agile in response to rapid changes in AI technology, allowing for the deployment of any type of chip as needed [4] - This approach contrasts with competitors like Microsoft, AWS, and Google, which are heavily investing in developing custom processors to reduce computing costs and meet AI demands [4] Hardware Partnerships - Oracle is accelerating the expansion of its hardware partner network, maintaining close collaboration with NVIDIA while also partnering with AMD [4] - A public AI supercluster powered by AMD Instinct MI450 GPUs is set to launch in Q3 of next year, initially featuring 50,000 GPUs [5] - This initiative aims to create a more resilient and cost-effective cloud infrastructure by diversifying top chip suppliers [5]