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via finance.yahoo.comBusiness & Companies

Oracle adds AI chips from Google, Cerebras and SambaNova to reduce reliance on Nvidia

FROM THE WIRE · FINANCE.YAHOO.COM

Oracle (ORCL) is diversifying its AI cloud infrastructure, signing deals to bring chips from Google (GOOG, GOOGL), Cerebras (CBRS), and SambaNova (SANS.PVT) onto its networks as it looks to diversify beyond Nvidia's processors. The move marks the first time Google is selling its…

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: neutralSupplier diversification in AI chips that could affect Nvidia's market share.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Google will sell its TPUs for use in a third-party data center for the first time.
  2. 02Cerebras will provide AI inference capacity and agent processing power.
  3. 03SambaNova will bring its SN50 processor for agentic inference.
NEWS IMPACT AND MARKET REACTIONChange from the reference price
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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Breaking live stories come from third-party newswires via feed; headline and summary belong to the stated source. Impact analysis: UCapital AI · News Impact.

AI use policy. UCapital AI supports the newsroom with news analysis, summaries, market reactions, translations and the generation of cards and charts. AI-generated or AI-assisted content is labelled in the byline (AI Desk, a named AI profile marked «AI», or joint byline) and is reviewed by editors before publication. News received via API feeds from third-party providers is attributed to the original source. AI can make mistakes: report any inaccuracies to the newsroom. Users’ personal data is not used to train the models.