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Oracle Expands Nvidia Deal and Adds Google Chips

Oracle is expanding its cloud AI chip agreement with Nvidia while diversifying its infrastructure offerings. The company will introduce Google TPU chips and hardware from Cerebras Systems.

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NVIDIA logo is displayed on a screen ahead of NVIDIA CEO Jensen Huang's keynote at the NVIDIA GTC conference, focused on advances in AI and computing shaping industries, in Berlin, Germany, October 21, 2026. REUTERS/Annegret Hilse

ORACLE CORP expanded its cloud infrastructure deals with NVIDIA CORP on Tuesday, adding multi-gigawatt deployments of upcoming Vera Rubin servers. The cloud provider is simultaneously diversifying its hardware lineup to incorporate competing artificial intelligence processors from rival technology firms. The expansion broadens enterprise choice while scaling capital outlays toward a projected $95B target for fiscal 2027.