AMD and Oracle's $300B AI Chip Dance, Nvidia Watches Jealously
Hold onto your GPUs, folks! AMD is pulling out all the stops by planning to unleash 50,000 Instinct MI450 AI chips into Oracle data centers starting in late 2026, just a dazzling 1,299 days from today! This follows a multi-billion-dollar baby date with OpenAI, ramping up competition with the chip titan Nvidia, who's currently flexing a $4 trillion market cap. Oracle apparently likes their AI spicy, promising 4.5 gigawatts of compute juice in a glowing $300 billion deal over five years ā yes, billion with a B! Meanwhile, AMD shares are yawning at a modest 2.5% lift, Oracle's shares are playing financial rollercoaster, and Karan Batta is pretty confident about AMD's 'inferencing space' charm offensive. Oh, and just to add some wattage sizzle, Broadcom and OpenAI secured 10 gigawatts of custom AI magic last Monday. Welcome to the Silicon Valley AI Olympics, where cash, chips, and power bills race faster than your grandma's Wi-Fi!
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AMDās dropping 50,000 AI chips at Oracle by 2026, entering a $300B chip war battle with Nvidia while stock prices play fetch. Who knew data centers could look like giant, expensive disco parties for GPUs?
When Oracle and AMD team up with $300 billion and GPUs, itās like an AI soap opera where the chips are the characters and Nvidia gets the messy breakup text.
Big techās AI battles are basically corporate Hunger Games, but with GPUs instead of arrows and $100 billion investments as the real weapons.
Source: Businessinsider | Published: 10/14/2025 | Author: Robert Scammell
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