美股IPO·2025-10-15 04:34Core Insights - Oracle will deploy 50,000 AMD MI450 AI chips in its data centers starting Q3 2026, marking a significant step in AI infrastructure development [1][2] - The MI450 is AMD's first AI chip capable of being assembled into rack-level systems, allowing 72 chips to work together for advanced AI algorithm training and deployment [1][4] - Oracle's collaboration with AMD follows a long-term partnership with OpenAI, which recently announced a multi-year chip supply agreement with AMD [6] Group 1: Oracle and AMD Collaboration - Oracle's cloud infrastructure company anticipates strong customer adoption of AMD chips, particularly in the inferencing domain [2][5] - The deployment of MI450 chips is part of a broader strategy to enhance Oracle's AI capabilities and compete with major cloud service providers [7] - Oracle's founder Larry Ellison is expected to discuss the latest developments in the partnership with OpenAI during the Oracle AI World conference [7] Group 2: Market Context and Competition - OpenAI has signed a five-year cloud computing agreement with Oracle, potentially worth up to $300 billion, indicating a significant investment in AI infrastructure [6][7] - In Q2 of this year, AMD shipped approximately 100,000 AI chips, while NVIDIA shipped 1.5 million, highlighting the competitive landscape in the data center GPU market [7] - Despite NVIDIA holding over 90% market share in the data center GPU sector, Oracle and AMD's collaboration reflects a trend among enterprise customers seeking diversified supply chains for computing power [7]